Form Description\Program | Adobe Acrobat 5.0 or better |
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Application Form - Guaranty Rate Lock (Training Required) | All Pages |
Disclosure Form - Guaranty Rate Lock Required for ALL Applications | All Pages |
Mailer/Rates - Guaranty Rate Lock (08/13/2024) | Front & Back |
Suitability Statement Required for All Ages (New Forms Required for 2021) | All Pages |
Producer Disclosure Required | 1 Page |
Transfer Form | All Pages |
Out-of-State Verification Form | 1 Page |
W9 (Required for all Transfers) | 1 Page |
Replacement Form - Required for ALL Applications | Front & Back |
Service - Annuity Partial Withdrawal | 3 Pages |
Service - POA, Health Status Questionnaire | 1 Page |
Service - Trust Questionnaire | 2 Pages |
Service - IRA Required Minimum Distribution Request | 3 Pages |
Service - Request for Beneficiary, Owner, or Name Change | 1 Page Fillable |
Agent Contracting Forms | All Pages |
Agent Product Training Requirement | 1 Page |