Capitol Life Forms

The Fisher Agency

Danny Fisher, CLU, ChFC
President     1-800-822-1450

Financial Advisors Since 1975

13140 Coit Road, Suite 102  Dallas, TX 75240-5797

Home PageTop 10 PageForms 

FOR AGENT USE ONLY!

Form Description\Program

Microsoft Word 97 or 2000 

Adobe Acrobat 5.0 or better 

INSTRUCTIONSGet Free Word Viewer(3.8 M)Get Free Acrobat PDF Viewer(5.6M)
To Print Right-Click on Link > Print Target Print from Acrobat Window
To Download  Right-Click on Link > Save Target Right-Click > Save Target

Capitol Life  (Select Capitol Life on the form header)

Form Description\Program

Microsoft Word 97 or 2000 

Adobe Acrobat 5.0 or better 

Application/Disclosure Form  - Bankers 3/5/7 (TX) n/aFront & Back Fillable
Application/Disclosure Form  - Bankers Elite 3/5/7/9 (TX)n/aFront & Back Fillable
Application/Disclosure  Form  - Bankers Premier 5/7n/aFront & Back Fillable
Application/Disclosure  Form  - Bankers Premier Plus n/aFront & Back Fillable
Application Form  - All Products (TX) (Specify on form)n/aFillable
Suitability Form (Required for all applications)n/aAll Pages
Replacement Form TX (Required*)n/aAll Pages
* Replacement Form is required on all applications when annuitant has existing life insurance or annuity contracts in force even if no transfer is involved.
Brochure - Bankers Premier Plusn/a1 Page
Disclosure for IRA Businessn/a1 Page
Disclosure Forms Below (Required for all applications)
Internal Exchange Formn/a1 Page
Service Forms (check Capitol Life box on heading)
Receiptn/a1 Page
Transfer Formn/a1 Page
Service - Systematic Withdrawal Formn/aFront & Back
Service - Annuity Withdrawal Formn/a1 Page
Service - Direct Deposit Formn/a1 Page
Service - Policy Change Requestn/a1 Page
Service - Change Ownershipn/a1 Page
Agent Contracting Kitn/aAll Pages
Product Training

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