Form Description\Program | Adobe Acrobat 5.0 or better |
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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 04/01/2025 | 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 (Revised 2025-02) | 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 |