How Can I Transfer My IRA Values to LSW?

Simply complete our Universal Transfer Form (LSW Form 5800) and return it to us with your annuity application. Be sure to check the IRA box on the application. Your LSW agent will be pleased to help you with your transfer. There is no limit on the number of transfers you can make, and IRA transfers are tax-free.

LSW annuity plans feature these benefits:

• Financially strong company
• Guaranteed minimum interest rate
• Guaranteed retirement income options
• No fees or administrative charges * (assuming there are no withdrawals in excess of the contractual free amount during the surrender charge period)
• Choice of income options
• Flexible liquidity features

* A few states require the payment of premium taxes on annuities either at the time the company receives the money, upon annuitization or withdrawal. If LSW must pay such taxes, we will deduct them from the Accumulation Value at that time.

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Updated: Tuesday, December 04, 2007 12:06:26 AM  Eastern