You can change the owner of a non-qualified annuity.
If the owner dies, funds must be withdrawn within 12 months.
You can change the owner of an IRA.
If an annuitant or any natural owner hs died, an ownership change cannot be processed.
State Guaranty Fund
State Insurance Protection Fund
Super Awesome State Fund
July, October, January, April
September, April, June, November
April, May, June
January, April, June, October
IRA Reference chart
1099 and EFL-520
5498 and policy statement
EFL-809 and EFL-927
Life income benefits with _____________ years guaranteed.
Life Income Benefits only
Joint and Survivor life income benefits with _____% continuing to the survivor.
Guaranteed income beneftis for fixed period of ______________years.