50 Ill. Adm. Code 3120.APPENDIX B
B Consumer Refusal to Provide Information
Section 3120.APPENDIX B Consumer Refusal to Provide
Information
Do Not Sign Unless You Have Read
and Understand the Information in this Form
Why are you being given this form?
You’re buying a
financial product – an annuity.
To recommend a product that effectively meets your needs,
objectives, and situation, the insurance producer, broker, or company needs
information about you, your financial situation, insurance needs, and financial
objectives.
If you sign this form, it means you have not given the insurance
producer, broker, or company some or all the information needed to decide if
the annuity effectively meets your needs, objectives, and situation. You may
lose protections under the Illinois Insurance Code if you sign this form or
provide inaccurate information.
Statement of Purchaser:
I
REFUSE to provide this information at this time.
I
have chosen to provide LIMITED information at this time.
Customer Signature
Date