Put every annuity contract date on one page

The end of a guaranteed-rate period may not be the same as the end of surrender charges or the contract’s maturity date.

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Private contract organizer

See which contract date comes first

Copy dates from the current contract. They stay in this browser.

Guarantee period ends The end of the guaranteed-rate period shown in your contract.Surrender schedule ends The end date of the surrender-charge schedule. Confirm any other withdrawal restrictions with the insurer.Contract maturity date The maturity date stated in the contract. Ask the insurer what happens on that date.

Your entered dates

Guarantee period ends: Not entered
Surrender schedule ends: Not entered
Contract maturity date: Not entered

The earliest date is not necessarily a deadline to act. Entered dates have not been verified.

Confirm every date and available action with the insurer.

Interactive results are unavailable. You can read the guide below and use its printable worksheet.

Copy dates from the current contract

Record the issue date, guarantee end, surrender schedule, maturity date and any renewal notice date exactly as shown.

Request current values from the insurer

Accumulation value, surrender value, income base and death benefit may not be the same number.

Ask what happens without an election

Renewal and default provisions vary. The actual contract and insurer confirmation control.

Review replacement consequences

A new contract can restart surrender periods, change benefits and create tax or suitability questions. A bonus alone does not establish benefit.

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Annuity date organizer

A printable organizer for exact contract dates, values, renewal terms and questions.

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Open the printable worksheet

Choose whether to request professional help

Annuity inquiries are handled by a separate partner, not by the Farmers agency that handles other insurance inquiries.

Online contact requests are currently unavailable. Read or print the guide, then take your questions to a qualified professional of your choice. Using this page does not request contact or confirm insurance availability.

Sources and limits

Check the current information

Content updated September 3, 2026. General sources explain the category. Current contracts, program documents and applicable authorities control individual situations.

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Keep the next step specific

Use the information above with the current documents and appropriately qualified professionals for your situation.

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