Form Description\Program | Adobe Acrobat 5.0 or better |
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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 |