Annuity contract-date organizer
Enter only the labels and dates you choose. The organizer runs in your browser and does not send the entries to Open Terms Income.
Find each label in the contract
Leave a field blank if the contract does not use that label or you cannot find it.
Your question sheet
Add dates above, then select “Organize my dates.”
The contract controls
This organizer does not interpret the contract or tell you what to do. Confirm every label and date with the issuing insurer or a licensed professional.
Primary sources
- NAIC: Buyer's Guide to Fixed Deferred Annuities
- Investor.gov: Variable annuities and free-look periods
Reviewed September 9, 2026