How to apply for a
Purchased Life Annuity

Apply for a Hodge Lifetime Purchased Life Annuity today – via the simple steps below:

  1. Explain your income needs to your Financial Adviser.
  2. Your adviser will apply to Hodge Lifetime for details of an annuity tailored to your exact requirement.
  3. From the information you have given, Hodge Lifetime will provide a quotation and key features document for the product to your adviser. These will contain details of the income the annuitant(s) will receive, as well as full information about the features of your Purchased Life Annuity.
  4. To enable you to review the documents with your Financial Adviser, Hodge Lifetime will guarantee to honour the benefits quoted in the illustration for 14 days. To secure the annuity rate quoted, your adviser should forward the following items to Hodge Lifetime within this period:

    • Your completed Hodge Lifetime Purchased Life Annuity Application Form
    • A copy of the signed quotation supplied to you
    • A cheque made payable to Hodge Lifetime
    • Written evidence of the annuitant(s') date(s) of birth (copy certificate(s) or passport(s))
    • Tax forms – PLA6 and, if applicable, R86 for joint annuitants or R89 for single annuitants
    • Money laundering declaration for annuitant (and purchaser, if other than annuitant)
  5. On receipt of the above items, Hodge Lifetime will confirm receipt of your cheque and provide details about the product you have bought and what to do if you wish to cancel your policy.
  6. The income payments will commence on the basis that you have chosen – monthly or annually. Hodge Lifetime will send you a policy document, which should be kept in a safe place.

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