Wachovia Annuities

CUSTOMER ACCOUNT TRANSFER
A Trust Company, Bank, Credit Union, Savings & Loan, Annuities, Life Insurance, DRIP Plan Shares or Certificates of Deposit Transfer. Liquidate and Transfer Cash. Transfer all assets or shares in my account as is. Wachovia Bank, N.A.*/Roanoke VA ABA 051400549 Beneficiary: First Clearing, LLC ... Retrieve Content

Pauline A. Ross, By Her Personal : Representative David P. Ross,
The annuity is held by Wachovia Trust Company as trustees for the F&G Group Insurance Trust (F&G). Under the annuity contract, F&G pays Leonard $10,211.83 per month from May 15, 2005, to exist that will pay a lump sum to an annuitant on similarly structured annuities in ... Read Here

January 2010 Year End Tax Bulletin - Internet, TV And Phone ...
Amount(s) received in 2009 from pension, annuities, retirement or profit sharing plans, IRAs, savings distributions, insurance contracts, be issued tax forms by both Wachovia Bank NA and Bank of New York Mellon. ... Access Full Source

Nonprofit Philanthropy MACRO Bulletin - FPWA : Home
You want to learn more about how Charitable Gift Annuities and Charitable Remainder Trusts work, Vice President and Philanthropic Consultant with Wachovia Trust, where she focuses on the management of endowments, corporate and private foundations, and planned giving ... Visit Document

Consolidated Statements Of Financial Position December 31 ...
See Notes to Consolidated Financial Statements B-1 THE PRUDENTIAL INSURANCE COMPANY OF AMERICA Consolidated Statements of Financial Position December 31, 2010 and 2009 (in millions, except share amounts) ... Fetch This Document

Usaa Bill Consolidation Loan | Expert Debt Consolidation
CHAPTER 6 Student Loan ABS Even the popular web siteYouTube.com has seen the posting of numerous comedy skit videos and music videos about these opportunity.0% 0.S. EXHIBIT 3. homeowners often Annuities give Frip a headache. System and Method Wachovia Bill Consolidation Loans; Bill ... View Video

IIR Presents The 5th Annual Event: Institute For ...
Jonathan E. Curley, WACHOVIA BANK Trent Davis, SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) James Duggan, HANDLER, THAYER & DUGGAN Are annuities gaining ground on life insurance? • New investment productsin the private placement marketplace ... Access Content

Things Everyone Should Know About Beneficiary Designations
Annuities. In many cases, the governing document (the plan document or annuity contract) or tax law (the RMD rules) may require accelerated taxable distributions when Wachovia Securities is the trade name used by two separate, ... Get Doc

Financial Investment Associate Resume Sample
Wachovia Bank (formerly First Union), Wilmington, DE 1996–2000 Financial services company provides online banking, bill pay, brokerage, loans, financial planning, investing, lending, and from mutual funds and annuities, credit and lending solutions, ... Retrieve Full Source

Advisor Services, LLC
Wachovia Securities Orion Advisor Services, LLC (Orion) has written file interfaces to support many data transmissions. For a complete list of annuities and fund complexes available through DST Fan Mail, please go to www.dstfanmail.com. 4. ... Access Document

Sun Life Financial U.S.
Annuities 75% Group Life & Health 12% Individual Life 13% Annuities 75% All figures in this section of the presentation are in US$ unless otherwise indicated. 3 U.S. Strategy Deliver solid organic growth through: Diversified earnings and operating platform Wachovia Washington Mutual ... Document Retrieval

2007 Public Financial Disclosure Form -- Ben S. Bernanke
Wachovia checking/saving X Wachovia money mkt acct X TIAA-CREF 403(b) retirement account - Money Market X - TIAA Traditional (guaranteed annuity) X - CREF Stock Large Cap Blend (variable annuity) X NBER 401(a) Plan: - Vanguard Int'l Growth Fund X INCOME ... Fetch Content

OFFICE OF COMMISSIONER OF INSURANCE
Wachovia Bank Georgia Dept. of Insurance Premium Tax Division Lockbox 935134 3585 Atlanta Avenue survey, inspection, service or similar fee or charge. Exclude premiums for annuities. YOU MUST ATTACH FORM GID-203-PT - STATEMENT OF RECONCILIATION IF PREMIUMS ENTERED ON LINE 1 DO NOT AGREE ... Retrieve Document

Prudential Online Account Access Terms And Conditions
Products such as products provided by Wells Fargo Advisors (formally Prudential Securities and then Wachovia annuitized contracts or immediate annuities, and Bank Products. Certain pre-1975 life insurance products as well as Economatic Riders and Custom Classic policies . ... Fetch Content

Top 25 Providers Of Variable annuities Ranked By Assets
Top 25 providers of variable annuities ranked by assets Company Assets ($m) Company Assets ($m) Company Assets ($m) Company Assets ($m) 18Wachovia Bank 35,925 401 S. Tryon St., 14th Floor Charlotte, NC 28288-1165 (800) 669-5812 wachovia.com/401k 19BISYS 35,379 ... View Full Source

Kimco Exchange Place Is A Subsidiary Of Kimco Realty ...
The Wachovia, the Lone Star Steak, IHop, Chick-Fil-A, Chili’s and Arby’s are for sale at this center. check card, foreign currency, annuities, life insurance, brokerage account transfers, CAP accounts, individual retirement accounts, credit cards, home equity, mortgage, ... View Doc

MetLife Investments
Annuities • Universal Life. Long. 6.0 to 15+ Fixed. Few. Stable/Growing • Closeouts • Structured Settlements • Long-Term Care METLIFE INVESTMENTS | PORTFOLIO DEVELOPMENT. Asset-Liability Management Why Are Portfolios Different? MetLife, 8 ... Retrieve Doc

Making Home A˜ordable Program Request For Modi˛cation And A ...
Pensions, annuities or retirement plans Tips, commissions, bonus and self-employed income Credit Cards / Installment Loan(s) (total minimum payment per month) Alimony, child support payments Rents Received Unemployment Income Net Rental Expenses ... Retrieve Full Source

IN THE UNITED STATES DISTRICT COURT FOR THE EASTERN DISTRICT ...
In or about June, 2002, after Wachovia Securities acquired First Union Securities, Inc., defendant DANIEL SIDDONS was retained as a financial advisor for Wachovia Securities. annuities or insurance policies and invest some or all of the proceeds with him; d. ... Access Full Source