Transfer Agreements

Once the customer has received the Disclosure Statement, and the allotted time has expired, the transfer agreement can be sent to the customer for signature.

The documents Sent to the customer are:

• Transfer Agreement
• Testamentary Agreement
• Updated Application
• Fee Agreement (In some cases with the Disclosure Statement)
• Attorney Estoppel Letter
• IRS form W-9

Other links of interest

• What will an Annuity Policy Show?
• What is a Single Premium Immediate Annuity?
• New Federal and State Laws Regulating a Sale
• What is a Structured Settlement?
• What is an Annuity Application
• The Closing Process
• Submission Documentation
• Disclosure Statements
• Transfer Agreements
• Attorney Advice
• Court Order Process
• Insurance Company Acknowledgement

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