Sentinel Security 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

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FOR AGENT USE ONLY!

Form Description\Program

Microsoft Word 97 or 2000 

Adobe Acrobat 5.0 or better 

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Sentinel Security Life Insurance Company

Form Description\Program

Microsoft Word 97 or 2000 

Adobe Acrobat 5.0 or better 

Personal Choice - Key Highlights - Dated 07-01-2017All PagesAll Pages
Application Packet - Personal Choicen/aAll Pages
DOL Producer Acknowledgement for Qualified Businessn/a1 Page
DOL Sample Disclosure for Qualified Businessn/a1 Page
Application Form  - Personal Choice n/aAll Pages
Annuity Disclosure - Personal Choice n/aAll Pages
Available Riders and Checklistn/a2 Pages
Annuity Suitability Form (Required)n/aAll Pages
Client Suitability Letter (Required if client over age 80)n/aAll Pages
ID Verification Form (Required)n/a1 Page
Transfer Form Qualified - NQ Mutual Funds & CD'sn/a1 Page
IRA Rollover (Required for IRA Rollovers)n/a1 Page
Transfer Form Non-Qualified 1035 - Annuities & Life Insurance Onlyn/a1 Page
Replacement Form (Required)n/aAll Pages
RMD Disclosuren/a1 Page
Non-Resident Verificationn/a1 Page
Change of Beneficiary Formn/a1 Page
Accumulated Interest Rider Authorization for Distribution n/a1 Page
Authorization for 10% Penalty Free Withdrawaln/aAll Pages
IRA Required Minimum Distribution Electionn/aAll Pages
Personal Choice - Brochuren/aAll Pages
Texas Specimen Contract - Personal Choicen/aAll Pages
Complete and sign Agent's application and return to The Fisher Agency
Agent Contracting Packetn/aAll Pages
Annuity Field Guiden/aAll Pages

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