Annuity Illustration
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Agent Information
Name *
First Middle Last
Broker
Agency
Address
City
State
Zip Code
Phone
E-Mail
Agent Number
Select "Eligible" if the Designated Beneficiary is:
A living person who is older than the Decedent; or
A living person who is not more than 10 years younger than
the Decedent; or
A living person who is totally and permanently disabled or
chronically ill on the Decedent’s date of death.
The above are eligible for Single Life Expectancy RMD payments.
Otherwise, select "Not Eligible."