New Era 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

Home PageTop 10 PageForms 

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

New Era Life

Form Description\Program

Microsoft Word 97 or 2000 

Adobe Acrobat 5.0 or better 

Application Form - Secure Choice 3 & 5 (Combined Version) n/aAll Pages  Fillable
NEW-Effective 7/01/2015 Application Form - Exchange Choice 3 & 5n/aFront & Back (Internal Exchanges Only)
Current Rates (New Money and Internal Exchange)n/a1 Page
Suitability Form (Required)n/aAll Pages Fillable
Replacement Form (Required)n/aFront & Back
W9 (Required)n/a1 Page
Buyer's Guide to Fixed Deferred Annuitiesn/aAll Pages
Transfer Form - Non-Qualified & Qualifiedn/a1 Page Fillable
Internal Exchange Form (included in Exchange Choice Apps)Use form on Exchange Choice AppsUse form on Exchange Choice Apps
Service Form - Distribution Requestn/aFront & Back Fillable
Service Form - Policy Servicen/aFront & Back Fillable
Service Form - Change of Beneficiary (Secure Choice and Exchange Choice)n/a1 Page
Service Form - Change of Annuitant (Secure Choice and Exchange Choice)n/a1 Page Fillable
Service Form - Change of Beneficiary (Accumulator)n/a1 Page
Service Form - Claimant Statementn/aAll Pages
Service Form - Affidavit of Trusteen/a1 Page
Agent Contracting KitPlease Use PDF (PDF ->)All Pages
NEW-Effective 7/01/2015 - Product Specific Training for Current Texas Agentsn/aAll Pages
Agent Beneficiary Formn/a1 Page
Agent Assignment Formn/a1 Page

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