Application Packet - Americo Financial Life and Annuity Insurance ... 2026

1. Click ‘Get Form’ to open the Application Packet in our editor.
2. Begin with the Annuity Application (series 5095). Fill in the name of the annuity product and select the type of annuity you are applying for, such as Non-Qualified or IRA.
3. Complete the Premium Payment section by entering the amount submitted with your application. Ensure that checks are made payable to Americo.
4. Fill out the Owner's information, including name, date of birth, and contact details. If applicable, provide details for a Joint Owner.
5. Proceed to complete sections for Annuitant and Joint Annuitant if they differ from the Owner. Include all required personal information.
6. In the Transfer and Replacement Information section, indicate if any existing policies will be replaced. This is crucial for compliance with state regulations.
7. Designate beneficiaries in the Beneficiary Information section, ensuring to include their relationship to you and percentage shares.
8. Finally, review all entries for accuracy before signing in the Signatures section. Ensure that all parties involved have signed where necessary.

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