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Product Comparison Worksheet 2026
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- Click ‘Get Form’ to open the Product Comparison Worksheet in the editor.
- Begin by entering the Owner Name at the top of the form. This is essential for identifying who is filling out the worksheet.
- 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.
- 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.
- 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.
- 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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