Form Description\Program | Adobe Acrobat 5.0 or better |
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Application Kit - Preferred Choice | Submit Request |
Application Kit -Premium Preferred | Submit Request |
Facts Sheet - Preferred Choice 3 | 1 Page |
Facts Sheet - Preferred Choice 5 | 1 Page |
Facts Sheet - Preferred Choice 6 | 1 Page |
Facts Sheet - Preferred Choice 7 | 1 Page |
Facts Sheet - Premium Preferred 5 | 1 Page |
Facts Sheet - Premium Preferred 7 | 1 Page |
New Annuity Income Payment Request | use application kit |
Replacement Form | use application kit |
Non-qualified Transfer Form | use application kit |
Qualified Transfer Form | use application kit |
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Direct Deposit Form | Front & Back |
Substitute W9 and W4P | 1 Page |
Distribution Request | Front & Back |
Request for Duplicate Annuity Contract | 1 Page |
Contract Change Request | Front & Back |
New Agent Contracting | All Pages |
Agent Contracting Add-on | 1 Page |
Agent Training Information | Link to Company Webpage |