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How to use or fill out PREMIUM DEFERRED with our platform
- Click ‘Get Form’ to open the PREMIUM DEFERRED application in the editor.
- Begin by filling in your personal information. Enter your last name, first name, and street address in the designated fields. Ensure accuracy as this information is crucial for processing.
- Next, provide details about the annuitant including their date of birth, Social Security Number (SSN), and contact information. This section is vital for identification purposes.
- Select your premium allocation by choosing either option 1 or 2. Make sure that the total equals 100% as required.
- Review the optional riders section carefully. Check any applicable boxes next to the riders you wish to select or decline all by marking 'NONE'.
- Complete the signature section at the end of the form. Ensure all signatures are provided where necessary to validate your application.
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