Step 5
Complete Step 5 when the annuity issuer returns the completed DHS-5037. Review the information the annuity issuer provided on the second page of the form.
The information provided will determine what action you will take. Look at the Step 5 chart found on the PRB Designation Process (PDF) handouts.
To Do: Take a few minutes to review the chart before moving on to the next page.
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Designating DHS as the PRB - Designation Process