Phoenix Annuity Forms

PHOENIX LIFE INSURANCE COMPANY - Exam Report
Replacement of annuity contracts, Phoenix Mutual Life Insurance Company, forms have been provided to Andesa for inclusion in policy packages going forward. The Company violated Section 3201(b)(1) of the New York Insurance Law by using ... Fetch This Document

Phoenix FamilyShield Annuity Disclosure Document
OL4482 1 6-13 The Phoenix Companies PO Box 8027, Boston, MA 02266-8027 Phoenix FamilyShield Annuity Disclosure Document A Single Premium Immediate Fixed Annuity (SPIA) ... Document Viewer

Department Of Insurance State Of Arizona Life And Health ...
NOTICE OF EXEMPTION FROM FILING REQUIREMENTS Page 2 3. For exempt life and annuity forms, the following original actuarial certification: State of Arizona ... Document Viewer

What You Should Know - INSUR-SAFE, INC. ANNUITIES
The Phoenix Family Shield Annuity is only suitable for persons applying for government benefits under which the total amount Provide you with all the required forms you will need to submit an application such as the application, Disclosure ... Access Content

Request For 403(b) Tax-Sheltered Annuity Loan
Request for 403(b) Tax-Sheltered Annuity Loan 1 Participant NAME PHONE ADDRESS CITY STATE ZIP CODE EMPLOYER CONTRACT NUMBER Substitute IRS Forms W-4P and W-9 1 Identification TAXPAYER NAME POLICY NUMBER(S) ADDRESS CITY STATE ZIP CODE ... Fetch Full Source

H Hooww Ttoo Ccoommpplleettee Tthhee AARRIIZZOONNAA 445577 ...
Purchased Annuity. If you are electing a Direct Rollover, con-tact us at 800-796- forms will be returned to Suite 418 • Phoenix, AZ 85014 • 1-602-266-2733 DC-2474--0705 Section 1 – Participant Information ... Retrieve Full Source

STATE OF ARIZONA DEPARTMENT OF INSURANCE
Governor PHOENIX, ARIZONA 85018-7256 Director of Insurance TO: Interested Parties FROM: Charles R. Cohen Director of Insurance DATE: June 21, 2001 RE: Product Regulation Reform insurance policy forms and annuity contracts. This would exempt an ordinary life ... Retrieve Full Source

Phoenix Index Select Indexed Annuities - Brokers Alliance
Phoenix Index Select Gold Bonus* Cap Rate Participation Rate N/A Phoenix Index Select Gold Cap Rate Participation Rate N/A PoInt-to-PoInt Indexed ACCount to learn more, call the Phoenix Annuity Sales desk at (888) 794-4447, option 1. ... Read Here

Application Guidelines
APPLICATION AND FORMS Complete the Application including: h All applicable sections h All required signatures h Capacity of signature identified, if applicable Phoenix Annuity Mail Operations P.O. Box 8027 Boston, MA 02266-8027 Express Mail: Phoenix Annuity Mail Operations ... Access Full Source

STATE OF ARIZONA 457 DEFERRED COMPENSATION DEATH CLAIM FORM
Nationwide Retirement Solutions • 4747 N. 7th St., Ste. 418 • Phoenix, (please attach claim forms) r Not applicable r 1. annuity, the benefit amount will remain the same for the life of the annuity ... Fetch Doc

Phoenix Life Insurance Company Authorization To Release PHL ...
Authorization to Release Medical Information Phoenix Life Insurance Company PHL Variable Insurance Company Phoenix Life and Annuity Company With written authorization, Phoenix is pleased to send you a copy of the results of laboratory tests that were performed in ... View Document

Phoenix Life Insurance Company Investigative Consumer Report ...
Phoenix insurance and annuity products (“Phoenix Products”), and Phoenix wishes to authorize legally and Phoenix required suitability forms and any legally-required shoppers' or buyers' guide. ... View Doc

TRANSFER/1035 EXCHANGE FORM - EquiTrust Life Insurance Company
That the above described receiving Annuity Contract is or is intended to be an Annuity Contract of the type indicated and that the Company will accept the Section 1035 Exchange/Transfer on behalf of the person(s) named on this form. Please provide us with ... Doc Retrieval

State Tax - Taxes By State - How Much Tax Will I Have To Pay ...
State income tax is one of the major forms of taxes that will affect you when you move to a new state. Don't forget, though, that sales tax and property tax will also change and should be considered as you plan your move. Facts About State Taxes ... Read Article

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Examination Report - Combined - Phoenix Life Insurance Company
B. Underwriting and policy forms 28 C. Treatment of policyholders 29 7. Maintenance of records and data 31 8. Internal control procedures 32 9 Phoenix Life And Annuity Company Phoenix National Insurance Company AGL Life Assurance Company PFG Distribution Company Philadelphia Financial ... View Doc

Arizona State Retirement System
Arizona State Retirement System 3300 North Central Avenue, Phoenix, AZ 85012 WWW.AZASRS.GOV Special Notice New law affects retirement options ... Access Full Source

Nationwide Mutual Insurance Company - Wikipedia, The Free ...
Nationwide Mutual Insurance Company & Affiliated Companies is a group of large U.S. insurance and financial services companies based in Columbus, Ohio. ... Read Article

Phoenix Wealth Management: Phoenix Index Select SM Page 1 Of 4
Contact the Phoenix Annuity Sales Desk at 1-800-417-4769. Issue ages 0-85 Minimum single premium: $15,000 Amounts over $1,000,000 require home office approval Forms Sales Literature State Availability Phoenix Index Select Bonus Declared Rates ... Fetch Document

STATE OF ARIZONA For Office Use Only 457 DEFERRED ...
NATIONWIDE PURCHASED ANNUITIES (Your election of a purchased annuity is irrevocable.) (please attach claim forms) Ste. 418 • Phoenix, AZ 85014 • 1-800-796-9753 DC-2731-0204 PAYOUT OPTION DESCRIPTIONS ... Retrieve Document

Applying For Arizona Unemployment Insurance Benefits
Free Phoenix Newsletter! Sign Up. Discuss in my forum. annuity, or retirement pay, your weekly benefit amount may be subject to a deduction as well. How long should I wait after I lose my job to file for unemployment? Don't wait! ... Read Article

Guide To Understanding Your 1099-R Form From The Arizona ...
Call us at (602) 240-2000 in metro Phoenix, (520) 239-3100 in metro 3778 outside of metro Phoenix and Tucson. Please do not call before that date, as we must allow sufficient time for the forms to be delivered includes the total of your annuity amount, any adjustments and your ... Access Content

Individual Retirement Account - Wikipedia, The Free Encyclopedia
IRS Forms; History; Constitutional Authority; Taxpayer standing; Court; Evasion; State and local taxation. Land value tax; Property tax; Sales tax; by which the taxpayers purchase an annuity contract or an endowment contract from a life insurance company. ... Read Article

Phoenix Life Insurance Company
Phoenix® Personal Income Annuity forms and much more. Contact us to get contracted today. This is a brief listing of products available. For instant access to a more complete listing showing additional products and details, call us at 800-422-0557. ... Doc Viewer