How to Request a Rebalancing of an Annuity
There are a few ways to submit a request to Rebalance/Reallocate an Annuity
1. The client can call the annuity carrier directly and provide them with the trade information. You can also be on the phone with the client. They will provide information as long as the client is on the line
2. If you provide us with the contract information, we can provide you with the carrier's reallocation form, if they have one. You can fax this form directly to the carrier for processing.
3. You can complete our Rebalancing form and, as long as the carrier allows us to make the request, we can either call in the request or submit the request online. A signed LPOA must also be on file for this request.
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