Annuity 1035 Exchange and Transfer Rollover Form: Fill out & sign online

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

The easiest way to edit Annuity 1035 Exchange and Transfer Rollover Form in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Adjusting documents with our feature-rich and intuitive PDF editor is straightforward. Follow the instructions below to fill out Annuity 1035 Exchange and Transfer Rollover Form online quickly and easily:

Log in to your account. Log in with your credentials or register a free account to try the product before choosing the subscription.
Upload a document. Drag and drop the file from your device or add it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit Annuity 1035 Exchange and Transfer Rollover Form. Easily add and underline text, insert images, checkmarks, and signs, drop new fillable areas, and rearrange or delete pages from your document.
Get the Annuity 1035 Exchange and Transfer Rollover Form completed. Download your updated document, export it to the cloud, print it from the editor, or share it with others using a Shareable link or as an email attachment.

Benefit from DocHub, one of the most easy-to-use editors to rapidly handle your paperwork online!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Contact us

Is a 1035 exchange a rollover or transfer?

A 1035 exchange is a provision in the Internal Revenue Service (IRS) code allowing for a tax-free transfer of an existing annuity contract, life insurance policy, long-term care product, or endowment for another one of like kind.

What is a 1035 transfer form?

A 1035 exchange is a provision in the tax code which allows you, as a policyholder, to transfer funds from a life insurance, endowment or annuity to a new policy, without having to pay taxes.

What is the 951e form?

The 951e form includes language to satisfy concerns that a ceding carrier might otherwise have regarding reliance of the e-signature provided on a replacement transaction form.

How do I fill out a 1035 exchange?

Steps of the 1035 Process Decide if it makes sense to 1035 your existing policy. Choose a policy to 1035 into. Contact the insurer that holds your existing policy so you understand their paperwork requirements. Fill out and submit the application for the new annuity, including a 1035 transfer request form.