A 1035 exchange lets you transfer your current non-qualified annuity — meaning an annuity that wasn’t funded with IRA or 401 ...

A 1035 exchange allows a tax-free exchange of a life insurance policy, annuity contract, long-term care product or endowment for another of a similar structure. This means that any gains or ...

You’ll usually fill out a 1035 exchange form provided by the new insurance company. The form will ask for information about your current annuity and the company holding it. Then, once approved ...