Form Description\Program | Microsoft Word 97 or 2000 | Adobe Acrobat 5.0 or better |
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Application/Disclosure Form - Bankers 3/5/7 (TX) | n/a | Front & Back Fillable |
Application/Disclosure Form - Bankers Elite 3/5/7/9 (TX) | n/a | Front & Back Fillable |
Application/Disclosure Form - Bankers Premier 5/7 | n/a | Front & Back Fillable |
Application/Disclosure Form - Bankers Premier Plus | n/a | Front & Back Fillable |
Application Form - All Products (TX) (Specify on form) | n/a | Fillable |
Suitability Form (Required for all applications) | n/a | All Pages |
Replacement Form TX (Required*) | n/a | All 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 Plus | n/a | 1 Page |
Disclosure for IRA Business | n/a | 1 Page |
Disclosure Forms Below (Required for all applications) | | |
Disclosure Form - Accumulator | n/a | 1 Page |
Internal Exchange Form | n/a | 1 Page |
Service Forms (check Capitol Life box on heading) | | |
Receipt | n/a | 1 Page |
Transfer Form | n/a | 1 Page |
Service - Systematic Withdrawal Form | n/a | Front & Back |
Service - Annuity Withdrawal Form | n/a | 1 Page |
Service - Direct Deposit Form | n/a | 1 Page |
Service - Policy Change Request | n/a | 1 Page |
Service - Change Ownership | n/a | 1 Page |
Agent Contracting Kit | n/a | All Pages Product Training |