Section Overview
It’s again time for you to apply what you have learned to our training case - Padma Das.
In this section, you will review the flowcharts that have been developed to help you through the transfer evaluation process. You will use those flowcharts and the course handouts to determine if an annuity transfer evaluation is required on the annuity reported on Padma's case and, if so, if a transfer occurred.
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Transfer Evaluation - Transfer Evaluation Activity