Operations

Brooks — Pacific Income Provider annuity ($425k 1035 exchange)

Karen Brooks

In ProgressRetirement & Wealth

Client

Karen Brooks

Household

Brooks Household

Carrier

Pacific Life

Product

Pacific Income Provider

Application Type

1035 Exchange

Submission Method

Paper

Submitted

—

Expected Decision

—

Awaiting source-institution transfer paperwork.

Participants

No participants linked.

Requirements

  • Annuity applicationCompleted
  • 1035 exchange paperworkIn Progress
  • Source institution statementPending

Linked Policy

PendingBrooks — Pacific Income Provider annuity

Funding Transfers

  • Vanguard → fixed_indexed_annuityexchange_1035 · waiting_on_source_institution

Activity

  1. Apr 28, 2026, 9:00 AM

    Funding transfer requested

    1035 exchange request sent to Vanguard.