FOR AGENT USE ONLY!
| Form Description\Program |
|
|---|---|
| INSTRUCTIONS | Get Free Acrobat PDF Viewer(5.6M) |
| To Print | Print from Acrobat Window |
| To Download | Right-Click > Save Target |
Adobe Acrobat 5.0 or better Bankers Life (d.b.a. Western Bankers Life in Texas)
Effective Oct 1, 2018: All new sales are suspended. Link to Company Website (with Rehabilitation Info)
| Form Description\Program | Adobe Acrobat 5.0 or better |
|---|---|
| Agent Authorization Form | 1 Page |
| Application Form & Disclosure- SPDA3 | All Pages |
| Application Form & Disclosure- SPDA5 | All Pages |
| Application Form & Disclosure- SPDA7 | All Pages |
| Key Highlights - SPDA 3, 5 & 7 -Dated 9/25/2018 | Front & Back |
| Replacement Form (Required*) | All Pages |
| Suitability Questionnaire (Required*) | All Pages |
| Buyer's Guide Acknowledgement (Required*) | 1 Page |
| Buyer's Guide for Annuities (for Client) | All Pages |
| Transfer Form - Qualified & Non-Qualified | 1 Page |
| Statement of Good Health - (Required* for ages over 80) | 1 Page |
| Brochure - SPDA5 | All Pages |
| Service - RMD Form | Front & Back |
| Service - Withdrawal Form | Front & Back |
| Service - Change Request (Address, Name, Owner, Annuitant, Bank, or Beneficiary) | Front & Back |
| Agent Contracting Forms | All Pages |
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