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Annuity research worksheet
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Contract / proposal: ____________________________________ Review date: ______________
Legal issuer
Who owes the payments, and where is that entity based?
Evidence: Proposed policy, legal entity details, relevant official records.
Payment promise
What is contractual, and what is only an illustration?
Evidence: Benefit provisions, schedules, payment options, assumptions.
Currency
Which currency comes in, and which currency goes out?
Evidence: Contribution, valuation, payment, and conversion terms.
Access to funds
What happens if the plan changes?
Evidence: Withdrawal rules, surrender examples, election conditions.
Full cost
What is charged, on what base, and when?
Evidence: Fee schedule, optional-benefit costs, transfer and conversion terms.
Tax & reporting
Which questions apply to this owner in each country?
Evidence: Qualified advice, relevant official instructions, annual records.
Family & claims
Who can act or claim, and what evidence is needed?
Evidence: Designations, claims procedures, applicable legal advice.
Administration
How will the arrangement be managed after a move?
Evidence: Service contacts, statement samples, change procedures.
Educational checklist only. Keep financial documents and personal details secure. Obtain qualified advice for the actual contract and relevant jurisdictions.