ALLIANZ BLUE NEWSLETTER

New operational forms

We're always looking for ways to make it easier for you (and your clients) to do business with us. That’s why we have created four annuity forms for use beginning January 1, 2010.

Click on the links below to preview the new forms.

Our new Excess Contribution form enables contract owners to remove excess contributions from their IRA annuity contracts. There’s a new Form S2235 (48KB PDF) for traditional or Roth IRAs and a separate version, Form S2234 (52KB PDF), for SEP and SIMPLE IRAs.

The Roth IRA conversions have changed. So you’ll want to check out Form S2108 (152KB PDF), our Roth Conversion form. Your clients will use this updated form to complete a Roth IRA conversion from an Allianz annuity issued in an existing traditional IRA.

Clients will use Form S2187 (48KB PDF), our Recharacterization form, when they wish to recharacterize:

  • Annual contributions to traditional or Roth IRAs, or
  • Amounts previously converted from a traditional IRA to a Roth IRA

Important note: These new forms must be used when submitting new annuity business on or after January 1, 2010. Any previous versions of these forms become obsolete after December 31, 2009.

If you have any questions please call the FASTeam at 800.950.7372 (press 1 for Sales Support, then 1 for Annuities).

  

This email is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Allianz Life Insurance Company of North America, its affiliated companies, and their representatives do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.

Products are issued by:
Allianz Life Insurance Company of North America
5701 Golden Hills Drive, Minneapolis, MN 55416-1297

www.allianzlife.com

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For agent use only – not for use with the public.
Product and feature availability may vary by state.

EFIX-1545-C (2/2010)