Liberty Bankers Life Forms

The Fisher Agency

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

Financial Advisors Since 1975

Phone Numbers and Map

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

Home PageTop 10 PageForms 

FOR AGENT USE ONLY!

Form Description\Program

Adobe Acrobat 5.0 or better 

INSTRUCTIONSGet Free Acrobat PDF Viewer(5.6M)
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Liberty Bankers Life [ For company website -> www.LibertyBankersLife.com ]

Form Description\Program

Adobe Acrobat 5.0 or better 

Application Form  - Generic (TX) (Specify on form) (Include Product Disclosure Form)Fillable
Suitability Form (Required for all applicationsAll Pages Fillable
Replacement Form TX (Required*)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 Alert1 Page
Disclosure for IRA Business1 Page
Disclosure Forms Below (Required if using generic application)
Disclosure Form  - Liberty Choice1 Page
Disclosure Form  - Liberty Select1 Page
Disclosure Form - Bankers Elite1 Page
Disclosure Form - Bankers 3, 5, or 71 Page (Select one)
Disclosure Form - Bankers Premier 5 or 7 , or Plus1 Page (Select one)
Service Forms (check Liberty Bankers box on heading)
Receipt for Policy/Funds1 Page
Transfer Form1 Page
Service - Systematic Withdrawal FormFront & Back
Service - Annuity Withdrawal FormFront & Back
Service - Direct Deposit Form1 Page
Service - Policy Change Request1 Page
Service - Change Ownership1 Page
Agent Contracting KitAll Pages
Product Training

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