FOR AGENT USE ONLY!
| Form Description\Program |
|
|---|---|
| INSTRUCTIONS | Get Free Acrobat PDF Viewer(5.6M) |
| To Print | Print from Acrobat Window |
| To Download | Right-Click > Save Target |
Adobe Acrobat 5.0 or better New Era Life [ For company website -> www.NewEraLife.com ]
| Form Description\Program | Adobe Acrobat 5.0 or better |
|---|---|
| Top Choice Application/Disclosure Form - Top Choice 3 & 5 (1% Min Guar) | Fillable |
| Top Exchange Internal Exchange - Top Exchange 3 & 5 (1% Min Guar) | Front & Back (Internal Exchanges Only) |
| Secure Choice Application/Disclosure Form - Secure Choice 3 & 5 (2% Min Guar) | Fillable |
| Exchange Choice Internal Exchange - Exchange Choice 3 & 5 (2% Min Guar) | Front & Back (Internal Exchanges Only) |
| Current Rates (New Money and Internal Exchange) Effective 11/01/2024 | 1 Page |
| Suitability Form (Required for New Applications and Internal Exchanges) (Updated for Use as of Sep 1, 2021) | 3 Pages |
| Replacement Form (Required for New Applications and Internal Exchanges) | Front & Back |
| Agent Disclosure (Required as of Sep 1 ,2021) | 1 Page |
| W9 (Required) | 1 Page |
| Buyer's Guide to Fixed Deferred Annuities | All Pages |
| Transfer Form - Non-Qualified & Qualified | 1 Page Fillable |
| Service Form - Distribution Request | Front & Back Fillable |
| Service Form - Policy Service | Front & Back Fillable |
| Service Form - Change of Beneficiary (Secure Choice, Exchange Choice, Top Choice or Top Exchange) | 1 Page |
| Service Form - Change of Annuitant (Secure Choice, Exchange Choice, Top Choice or Top Exchange) | 1 Page |
| Service Form - Change of Beneficiary (Accumulator) | 1 Page |
| Service Form - Claimant Statement | All Pages |
| Service Form - Affidavit of Trustee | 1 Page |
| Agent Contracting Kit | Request by Email (General Agent and Agency) |
| Sales Agent Contracting Kit | Request by Email (Sales Only) |
| NEW-Effective 1/05/2023 - Product Specific Training for Current Texas Agents | All Pages |
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