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1035 EXCHANGE ROLLOVER TRANSFER eFORM

1035 EXCHANGE ROLLOVER TRANSFER eFORM-2026

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The document is a 1035 Exchange/Rollover/Transfer eForm used to facilitate the full or partial exchange of insurance policies and annuities under Internal Revenue Code Section 1035. It outlines the necessary information required from both the surrendering and receiving companies, including policy details, taxpayer identification, and signatures for authorization. The form also includes disclosures regarding tax implications, responsibilities of the parties involved, and instructions for processing transfers.

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