It's Inevitable
This is the only situation we'd need an original mailed death certificate for a beneficiary.
What is, when the primary beneficiary post-deceases the contract owner.
This is what we require in order to request an exception to one of our policies.
What is a signed and dated letter of instruction.
This person may need to provide a code we left on their voicemail if doing a withdrawal.
Who is the contract owner?
This Variable Annuity doesn't have an income rider option.
What is Foreinvestor's Choice.
This store broke the tradition of "Black Friday" by being the first to open on Thanksgiving night.
What is Walmart?
This is the information we can release to the contract owner's POA after they have died.
What is nothing? (POA terminates upon death)
This is the only time we'd require a LOI to change a phone #.
What is, when the client is requesting the # updated and a w/d is not being requested?
The minimum amount for a one time partial withdrawal.
What is $1,000?
This is the only Fixed Index Annuity product we have that has an enhanced death benefit rider option.
What is ForeAccumulation II?
Since at least 1947 this has been presented to the U.S. president on every Thanksgiving.
The title of the Claim Form needed for a ForeIncome policy.
What is Fixed Annuity Beneficiary Claim Form?
The correct process for asking for a supervisor call back.
What is, fully complete the escalation request template and email it to forethoughtescalations@se2.com?
The method in which a contract owner may receive a monthly systematic payment.
What is EFT?
The only product we sell that cannot be funded with an IRA.
What is ForeCare?
This is the percentage of all holiday shopping that is done online from Thanksgiving through Cyber Monday.
What is 20%
A contingent beneficiary is entitled to the death benefit on a contract if this happens.
What is, if the owner and primary bene pass away at the same time or w/i 2 weeks of each other?
Name of the Unity Form used to request another copy of the client's 1099 be mailed to their address on file.
What is a Form Sent?
This is the name of the system our processors are verifying banking information through.
What is GIACT?
This is the time period after the anniversary when an exchange can be done on a Fixed Annuity.
What is never? (fixed annuities don't have anything to exchange)
This is the kind of meat served at the first Thanksgiving.
What is venison/deer?
The 3 reasons you can transfer a call to the claims line.
What are: If the caller needs a Forecertain claim form, If the caller is requesting a supervisor for a claim issue, and if there is already an escalation/case on the death claim?
We require this to update/change a trust's TIN.
What is the amended legal trust documents reflecting the updated TIN?
This is how a withdrawal for a UBS custodian owned contract would be distributed.
What is by check to the address provided in the Firm Specific guideline?
The 2 ways to remove an income or death rider from a fixed index annuity.
What are an LOI signed and dated by the client and annuitizing the contract?
This meal product owes it's existence to Thanksgiving.
What is the t.v. dinner?