How to apply for a
Purchased Life Annuity
Apply for a Hodge Lifetime Purchased Life Annuity today – via the simple steps below:
- Apply to Hodge Lifetime for details of an annuity tailored to your client’s exact requirement.
- From the information you have given, Hodge Lifetime will provide a quotation and key features document for the product. These will contain details of the income the annuitant(s) will receive, as well as full information about the features of the Purchased Life Annuity.
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To enable you to review the documents with your client, Hodge Lifetime will guarantee to honour the benefits quoted in the illustration for 14 days. To secure the annuity rate quoted, you should forward the following items to Hodge Lifetime on behalf of your client within this period:
- 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)
- On receipt of the above items, Hodge Lifetime will confirm receipt of your clients cheque and provide details about the product purchased and what to do if the client wishes to cancel the policy.
- The income payments will commence on the basis chosen – monthly or annually. Hodge Lifetime will send a policy document to your client, which should be kept in a safe place.
Next: Annuity Product Literature & Downloads
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Hodge Lifetime by calling our
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