WorkingAmericanBenefits

                                                   ANNUITY  PURCHASE  ORDER  FORM   


To purchase an annuity from the companies listed with WorkingAmericanBenefits, you are required to complete this form with your personal information.  For your comfort, you may review our Privacy Policy regarding the treatment of your personal information.  Your information is mandatory.  Without it we cannot complete your application for an annuity.  Once we have collected your information, we will turn it over to our professional insurance agents who will complete your annuity  application(s) You will be contacted by a professional insurance agent to determine the suitability of the product for you.  The agent will also answer any questions you may have about about specific annuity products, and provide you with  product material as needed.   Your application and suitability form will be mailed to you for your signature and any other information needed to complete the application. DO NOT SEND YOUR CHECK OR THE APPLICATION TO US OR TO ANY OF OUR AGENTS.  Please send the application and your check directly to the insurance company.

Note: Please complete this form then press the Submit button below.

                                                                          
Product Selection:

       ANNUITIES                                                    Company                                   Initial Premium

    Fixed Annuity                           

    Fixed Index Annuity                 

    Variable Annuity                         

   

 

  Annuity Owner's Information: (Required)

First Name:       *          MI:            Last Name: *    

Street Address     Apt. or Suite No.:     

City:                    *           State:*            Zip Code: * 

Last 4 of Soc Sec No.:*   Home Phone.:*     Other Phone: 

E-mail Address:*   

  

Joint Owner's Information:  

First Name:                  MI:            Last Name:     

Street Address:      Apt. or Suite No.:     

City:                                 State:            Zip Code:  

Last 4 Soc Sec No.:    Home Phone.:     Other Phone: 

 

Person to be insured Information: 

Note: Enter all that applies.

Annuitant: (Required)

First Name:       *          MI:            Last Name: *    

Street Address     Apt. or Suite No.:     

City:                    *           State:*            Zip Code: * 

Relationship:    *   Date Of Birth:*    Male   Female

Last 4 of Soc Sec No.:*   Home Phone.:*     Other Phone: 

Primary Beneficiary:*   Age:*   Relationship:*

Contingent Bene.:       Age:     Relationship: 

 

   

    

   

IMPORTANT!                IMPORTANT!

  

If you were told about this website by an agent, please enter the agent's name and agent number (If known) in the space below.  This information may be found on the agent's business card or on a flyer or correspondence given to you by the agent:

   

Agent's Name:        Agent Number: 

    

 

Congratulations!  You have now completed your pre-application for an annuity.  Please click on  the SUBMIT button below to submit your pre-application for processing.   Please check your e-mail at the e-mail address you provided above for confirmation of the receipt of your pre-application.  You will also be contacted by a professional insurance agent.   Your agent  will discuss the annuity with you before completing and mailing you the Annuity Application for your signature as well as any additional information needed to complete the sale.  If you are not contacted within a reasonable amount of time, please call us immediately at (954)430-8475 or send us an e-mail at customer_service@workingamericanbenefits.com.

 


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Revised: 06/23/09