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Annuitant Beneficiary DesignationNon-Financial Service RequestElection of AnnuitizationIndividual Retirement Account Required Minimum DistributionsBeneficiary Required Distribution Election Form - Stretch IRA - NQ ExtendedNon-Financial Service RequestPartial Withdrawal Policy Loan RequestRequest for SurrenderRequest for Systematic Payment PlanSystematic Withdrawal RequestGuarantee Rate OptionNon Financial ServiceOwnership Change RequestLong Term Care Confinement CertificateAnnuity Beneficiary DesignationNon-Financial Service RequestElection of AnnuitizationIndividual Retirement Account Required Minimum DistributionsBeneficiary Required Distribution Election Form - Stretch IRA - NQ ExtendedNon-Financial Service RequestPartial Withdrawal / Policy Loan RequestPolicy Benefit DispositionRequest for SurrenderRequest for Systematic Payment PlanSystematic Withdrawal RequestGuarantee Rate Option RenewalName Successor OwnerNon-Financial Service RequestNotification of Death of OwnerOwnership Change RequestLong Term Care Confinement CertificateRequest for Policy ServiceAnnuity Service Request – Non-Financial Transactions – Beneficiary DesignationAnnuity Service Request – Financial TransactionsBeneficiary Required Distribution Election Form - Stretch IRA - NQ ExtendedElection of AnnuitizationRequired Minimum DistributionsRequest for Premium/Dividend/Loan Policy Benefit DispositionSystematic Withdrawal RequestAbsolute Assignment / Ownership ChangeAuthorization to Withdraw Funds from a Checking or Savings AccountLong Term Care Confinement CertificationName Successor OwnerNotification of Death of OwnerRequest for Policy Service
"Get a Life" - Life Insurance Awareness
IMPORTANT DISCLOSURES
W&S Financial Group Distributors, Inc. (doing business in CA as W&S Financial Insurance Services) is an affiliated life insurance agency of the issuer. Issuer has sole financial responsibility for its products. All are members of Western & Southern Financial Group.
Payment of benefits under the annuity contract is the obligation of, and is guaranteed by, the issuing company. Guarantees are based on the claims-paying ability of the issuer. Products are backed by the full financial strength of the issuing company.
Earnings and pre-tax payments are subject to income tax at withdrawal. Withdrawals may be subject to charges. Withdrawals from an annuity are subject to ordinary income tax, and, if taken before age 59½ may be subject to 10% IRS penalty.
Annuity contracts have terms and limitations for keeping them in force. Please contact a financial representative for complete details.
An annuity is a long-term financial vehicle designed for retirement. An insurance company accepts premiums and provides future income or a lump-sum amount to the contract owner by contractual agreement.
No bank guarantee · Not a deposit · May lose value · Not FDIC/NCUA insured
Payment of benefits under the annuity contract is the obligation of, and is guaranteed by, the issuing company. Guarantees are based on the claims-paying ability of the issuer. Products are backed by the full financial strength of the issuing company.
Earnings and pre-tax payments are subject to income tax at withdrawal. Withdrawals may be subject to charges. Withdrawals from an annuity are subject to ordinary income tax, and, if taken before age 59½ may be subject to 10% IRS penalty.
Annuity contracts have terms and limitations for keeping them in force. Please contact a financial representative for complete details.
An annuity is a long-term financial vehicle designed for retirement. An insurance company accepts premiums and provides future income or a lump-sum amount to the contract owner by contractual agreement.
No bank guarantee · Not a deposit · May lose value · Not FDIC/NCUA insured
