Accredited Investor Form printable pdf download

Accredited Investor Form

December 30, 2010

Accredited Investor form now available for producers in Florida

As we

previously

announced, FL S 2176 goes into effect in the state of Florida on January 1, 2011. This new law

limits surrender charges on the annuity products insurance carriers can issue to “Senior consumers,” defi ned in the

law as individuals age 65 and older.

The BalancedAllocation Annuity 12

does not comply with the new Florida law for Non-Accredited Investors 65

and older. Therefore this product will no longer be available for Non-Accredited Investors age 65 or older after

January 1, 2011.

The BAA 12

can be sold to those applicants who are considered

Accredited

Investors. To certify an applicant

as an Accredited Investor, we have created an

Accredited Investor Form

(50593FL). This form should be used

for Florida applicants age 65 and older who are applying for the BAA 12 and meet the

Accredited Investor

qualifi cations. The form is available on Aviva Live, but will not be available in Supply for order.

As previously stated, Aviva will allow use of the Accredited Investor qualifi cation until the transition to the new

BAA 10

, which we anticipate introducing in the state in January. Once the BAA 10

is available for use in

Florida, we will discontinue allowing sales of the BAA 12

to Senior consumers using the Accredited Investor

qualifi cation.

If you have any questions, please contact your Marketing Organization.

Accredited Investor Form