Start Annuity Income – Workflow Seed Client's Name* First Last Email* Advisor Casey Short David McEntire Jay Beerley Tony Rizzo When would client like to begin receiving annuity payment? MM slash DD slash YYYY Will the payment be single life or joint life? Single Life Joint Life Not sure, research this. Amount of tax to withhold, if applicable?* None 10% 15% 20% Do you know the account which the client will begin receiving income from?* No, research this. Yes Last 4 digits of account number* What payment frequency would the client like?* Monthly Quarterly Annually Additional Comments
