Hodge Life Annuities

Apply for a Hodge Life Assurance Purchased Life Annuity today - via the simple steps below:

1. Explain your income needs to your financial adviser.
2. Your adviser will apply to Hodge Life for details of an annuity tailored to your exact requirement.
3. From the information you have given, Hodge Life will provide a quotation and key features document on the product to your adviser. These will contain details of the income the annuitant(s) will receive, as well as full information about the features of your Purchased Life Annuity.
4. To enable you to review the documents with your financial adviser, Hodge Life will guarantee to honour the benefits quoted in the illustration for 14 days. To secure the annuity rate quoted, your adviser should forward the following items to Hodge Life within this period:
   • Your completed Hodge Life Purchased Life Annuity Application Form
   • A copy of the signed quotation supplied to you
   • A cheque made payable to Hodge Life Assurance Company Limited
   • Written evidence of the annuitant(s)' date (s) of birth (copy certificates or passports)
   • Tax forms - PLA1 and, if applicable, R86 for joint annuitants or R89 for single annuitants
   • Money laundering declaration for annuitant (and purchaser, if other than annuitant)
5. On receipt of the above items, Hodge Life will confirm receipt of your cheque and provide details about the product you have bought and what to do if you wish to cancel your policy.
6. The income payments will commence on the basis that you have chosen, either monthly or annually. Hodge Life will send you a policy document, which should be kept in a safe place.