Form Description\Program | Adobe Acrobat 5.0 or better |
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Personal Choice - Key Highlights - Effective 11/20/2024 | All Pages |
Application Packet - Personal Choice (new Forms for 2025) If premium is under $10K, must use E-App | Forms being Updated |
Application Form - Personal Choice | All Pages |
Annuity Disclosure - Personal Choice | All Pages |
Available Riders and Checklist | 2 Pages |
Annuity Suitability Form (Required) (new Forms for 2022) | All Pages |
Agent Disclosure Form (Required) (new Forms for 2022) | All Pages |
DOL PTE 84-24 Disclosure Form Info Material | All Pages Info |
Client Suitability Letter (Required if client over age 80) | All Pages |
ID Verification Form (Required) | 1 Page |
Community Property State Form (Required) | 1 Page |
Transfer Form | All Pages |
IRA Rollover (Required for IRA Rollovers) | 1 Page |
Replacement Form (Required) | All Pages |
RMD Disclosure | 1 Page |
Non-Resident Verification | 1 Page |
Change of Beneficiary Form | 1 Page |
Accumulated Interest Rider Authorization for Distribution | All Pages |
Authorization for 10% Penalty Free Withdrawal | All Pages |
IRA Required Minimum Distribution Election | All Pages |
Personal Choice - Brochure | All Pages |
Texas Specimen Contract - Personal Choice | All Pages |
Complete and sign Agent's application and return to The Fisher Agency |
Agent Contracting Packet | Start Agent Process |
Annuity Field Guide | All Pages |