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SPIA underwriting Questionnaire
(Single Premium Immediate Annuity)
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Please complete the form below to properly evaluate/underwrite your client for the SPIA Lifestyle
Annuity.
To receive a formal quote, please complete the proposal request form.
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Upon completion of underwriting review and an offer from an underwriter, we will need a copy of this questionnaire signed and submitted to the company with the application and a copy of the Lifestyle Annuity Quote.
Upon submission of a formal application, your client may be contacted by State Life Insurance Company to verify the information.
To request a quote, please complete a proposal request form.
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