Product Comparison Worksheet 2026

1. Click ‘Get Form’ to open the Product Comparison Worksheet in the editor.
2. Begin by entering the Owner Name at the top of the form. This is essential for identifying who is filling out the worksheet.
3. In the 'Product Specs and Features' section, fill in details for each contract being compared. Start with the Replaced Contract, followed by any additional contracts if applicable.
4. For each proposed contract, provide information such as Company Name, Type of Contract, Contract Number, Date of Issue, and Initial Premium. Ensure all monetary values are clearly stated.
5. Continue filling out fields related to bonuses, accumulated values, surrender charges, and any waivers or riders attached to the contracts. Be thorough to avoid missing critical information.
6. Finally, review your entries for accuracy and completeness before signing and dating the document at the bottom. This ensures that all necessary information is provided for processing.

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