Colorado Bankers (CB Life)...

[dnmarks55]

There are two forms in the letter. One form (Policy Cash Surrender Form) appears to be for a life insurance policy. On this form it asks who the insured is. This is the form that must be notarized. The second form says it is 'For Use with Annuities' and does not require notarization. Do I need to fill out both of these forms if I only have an annuity?

 

[jdeasy]

There are two forms in the letter. One form (Policy Cash Surrender Form) appears to be for a life insurance policy. On this form it asks who the insured is. This is the form that must be notarized. The second form says it is 'For Use with Annuities' and does not require notarization. Do I need to fill out both of these forms if I only have an annuity?

You only need to fill out the form for what product you have. But I would have either notarized.