Liberty Bankers 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

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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

Liberty Bankers Life

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 Plusn/aFront & Back Fillable
Application Form  - Generic (TX) (Specify on form)n/aFillable
Suitability Form (Required for all applicationsn/aAll Pages Fillable
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.
Disclosure for IRA Businessn/a1 Page
Disclosure Forms Below (Required if using generic application)
Disclosure Form  - Liberty Choicen/a1 Page
Disclosure Form  - Liberty Selectn/a1 Page
Disclosure Form - Bankers Eliten/a1 Page
Internal Exchange Formn/a1 Page
Service Forms (check Liberty Bankers box on heading)
Receipt for Policy/Fundsn/a1 Page
Transfer Formn/a1 Page
Service - Systematic Withdrawal Formn/aFront & Back
Service - Annuity Withdrawal Formn/aFront & Back
Service - Policy Change Requestn/a1 Page
Service - Change Ownershipn/a1 Page
Agent Contracting Kitn/aAll Pages
Product Training

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