The purpose of the Annuity Best Interest Disclosure forms is to provide important information that must be disclosed to consumers about annuity contracts. They help protect and educate consumers to ensure that they understand certain basic features of these annuity contracts.
Annuity Best Interest Disclosure Forms
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| TDI Form Number | Description | File Format | Language |
|---|---|---|---|
| FIN194 |
Annuity Transaction Disclosure form |
English | |
| FIN195 |
Consumer Refusal to Provide Information Before Buying an Annuity form |
English | |
| FIN196 |
Consumer Disclosure When Buying an Annuity Not Recommended by an Agent |
English |
For more information, contact: License@tdi.texas.gov