Liberty Single Life Annuity

Annuity Transfer to Liberty

This process is specifically for transferring an existing STANLIB Annuity to a new Liberty Single Life Annuity.

Document Checklist (10 selected)

Clear Copy of ID

Online Record of Advice (ROA)

Financial Needs Analysis (FNA)

Signed Quotes

Standard Form - Letter of Intent (STANLIB)

Updated Disclosure Letter

IRAR (Investment Replacement Advice Record)

Growth Investment Series Application Form

UCF (Client Declaration Form)

Risk Profile Analysis (RPA)