What is an annuity?Fixed Fixed index Immediate / SPIA Variable Rates Calculator

About you
Identification
Annuitant and joint owner
Beneficiaries
What you want to buy
How you are paying
Existing coverage
Finances and suitability
Review and sign

Step 1 of 911%

Annuity application · Step 1 of 9

About you

The owner is the person who owns the contract and signs the application. Carriers verify this against your government ID, so use your full legal name.

AnnuityGuide is an independent educational publisher, not an insurance seller, and this is not financial advice. Your answers stay in this browser until you submit on the last step, and submitting is a request for a licensed agent to review your file — it does not buy anything.

About you

1

Legal first name*

2

Middle name or initial

3

Legal last name*

4

SuffixJr, Sr, III — leave blank if none

5

Date of birth*

6

Social Security number*Required on every carrier application for tax reporting.

7

Sex as shown on your ID*Carriers use this in lifetime income pricing.

FemaleMale

8

Marital status*

SingleMarriedDomestic partnershipDivorcedWidowed

9

Citizenship*

US citizenUS permanent residentNon-resident alien

10

Email address*

11

Phone number*

12

Phone type

MobileHomeWork

13

Home street address*

14

Apartment, suite or unit

15

City*

16

State*

17

ZIP code*

18

Years at this address

My mailing address is the same as above

20

Employment status*

EmployedSelf-employedRetiredHomemakerUnemployedStudent

21

Occupation (or former occupation)

Not ready to apply? Read how to buy an annuity first, or check current rates and our editorial methodology.

An independent, educational guide to annuities in the United States. We do not sell annuities and we are not paid commissions.

Annuity types

What is an annuity?
Fixed annuities
Fixed index annuities
Immediate annuities (SPIA)
Variable annuities

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Editorial & review methodology
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Educational information only — not financial, tax, or legal advice. Annuities are contracts issued by insurance companies; guarantees depend on the issuer's claims-paying ability. Rates and product features change and vary by state. Confirm details with the issuer and a licensed professional before you buy.