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One Allocation/Account Transfer Form for All Index Annuities

To change index account allocations for either future or existing premiums, all you need is one convenient form! The new consolidated form replaces several product- or issue-date specific forms.  All index accounts offered among the various index annuities are listed, so some accounts may not apply to your client’s contract – refer to the contract or client statement. The new form is on the Agent Gateway website and may be used immediately.

Allocation Change/Account Transfer - Annuities: ET-ALLOC-ACCTTRANS(06-21)

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