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Annuity Suitability Questionnaire Agents: Please return completed form to Aviva within 10 days of execution and provide a copy to the customer no later than delivery of the contract. Aviva Life and
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How to fill out annuity suitability questionnaire

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How to fill out annuity suitability questionnaire:

01
Start by carefully reading each question on the questionnaire. Make sure you understand what information is being requested.
02
Gather all the necessary documents and information before you begin filling out the questionnaire. This may include financial statements, tax returns, and other relevant paperwork.
03
Answer each question truthfully and to the best of your ability. Provide accurate and complete information, as any discrepancies could affect the suitability assessment.
04
Take your time to review each response before moving on to the next question. Double-check that your answers are clear and comprehensive.
05
If you come across any unfamiliar terms or questions, don't hesitate to seek clarification. Contact the organization or financial advisor responsible for providing the questionnaire for any assistance.
06
Once you have completed the questionnaire, review it one final time to ensure that all the necessary sections have been addressed and that your answers align with your financial goals and needs.
07
Finally, sign and date the questionnaire as instructed. Your signature certifies that the information provided is accurate and complete to the best of your knowledge.

Who needs an annuity suitability questionnaire?

01
Individuals considering purchasing an annuity would typically need to complete an annuity suitability questionnaire. This serves as a tool to assess if an annuity is suitable for their specific financial situation and investment goals.
02
Insurance companies and financial advisors use these questionnaires to evaluate an applicant's risk profile, financial capacity, investment knowledge, and other relevant factors.
03
The questionnaire helps to ensure that potential annuity buyers are making well-informed decisions and that the product aligns with their needs and overall financial plan.
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An annuity suitability questionnaire is a form used to assess the suitability of an annuity for an individual based on their financial situation, investment goals, and risk tolerance.
Insurance agents, financial advisors, and other professionals involved in selling annuities are typically required to have clients fill out an annuity suitability questionnaire.
To fill out an annuity suitability questionnaire, an individual must provide information about their financial goals, risk tolerance, current investments, and other relevant details requested on the form.
The purpose of an annuity suitability questionnaire is to ensure that the recommended annuity aligns with the individual's financial needs and objectives, and that they understand the risks involved.
Information such as financial goals, risk tolerance, current investments, income, expenses, and other relevant financial details must be reported on an annuity suitability questionnaire.
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