FOR AGENT USE ONLY!
| Form Description\Program |
|
|
|---|---|---|
| INSTRUCTIONS | Get 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 |
Microsoft Word 97 or 2000 
Adobe Acrobat 5.0 or better 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/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. | ||
| Out-of-State Compliance Alert | n/a | 1 Page |
| Brochure - Bankers Premier Plus | n/a | 1 Page |
| Disclosure for IRA Business | n/a | 1 Page |
| Disclosure Forms Below (Required for all applications or Internal Exchange) | ||
| Disclosure Form - Elite | n/a | 1 Page |
| Disclosure Form - Bankers 3, 5, or 7 | n/a | 1 Page |
| Disclosure Form - Bankers Premier 5 or 7 , or Plus | n/a | 1 Page |
| 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 |
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