Sentinel Security Forms

The Fisher Agency

Danny Fisher, CLU, ChFC
President     1-800-822-1450

Financial Advisors Since 1975

Phone Numbers and Map

13140 Coit Road, Suite 102  Dallas, TX 75240-5797

Home PageTop 10 PageForms 

FOR AGENT USE ONLY!

Form Description\Program

Adobe Acrobat 5.0 or better 

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Sentinel Security Life Insurance Company

Form Description\Program

Adobe Acrobat 5.0 or better 

Personal Choice - Key Highlights - Effective 06/01/2021All Pages
Application Packet - Personal Choice (new Forms for 2021)  If premium is under $10K, must use E-AppAll Pages
Application Form  - Personal Choice All Pages
Annuity Disclosure - Personal Choice All Pages
Available Riders and Checklist2 Pages
Annuity Suitability Form (Required)  (new Forms for 2021)All Pages
Agent Disclosure Form (Required)  (new Forms for 2021)All Pages
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 FormAll Pages
IRA Rollover (Required for IRA Rollovers)1 Page
Replacement Form (Required)All Pages
RMD Disclosure1 Page
Non-Resident Verification1 Page
Change of Beneficiary Form1 Page
Accumulated Interest Rider Authorization for Distribution All Pages
Authorization for 10% Penalty Free WithdrawalAll Pages
IRA Required Minimum Distribution ElectionAll Pages
Personal Choice - BrochureAll Pages
Texas Specimen Contract - Personal ChoiceAll Pages
Complete and sign Agent's application and return to The Fisher Agency
Agent Contracting PacketStart Agent Process
Annuity Field GuideAll Pages

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