Upstream Life Insurance Company

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

Microsoft Word 97 or 2000 

Adobe Acrobat 5.0 or better 

INSTRUCTIONSGet Free Word Viewer(3.8 M)Get Free Acrobat PDF Viewer(5.6M)
To Print Right-Click on Link > Print Target Print from Acrobat Window
To Download  Right-Click on Link > Save Target Right-Click > Save Target

ULI Upstream Life Insurance Co.

Form Description\Program

Microsoft Word 97 or 2000 

Adobe Acrobat 5.0 or better 

Secure Foundation and Secure Legacy MYGA Product Highlights as of 07/20/2020n/a2 Pages
Secure Legacy MYGA Product Summaryn/a1 Page
Secure Foundation and Secure Legacy MYGA Application (Required w/ Application)n/a3 Pages
Suitability Questionnaire (Required w/ Application)n/a2 Pages
Replacement Form (Required w/ Application)n/a3 Pages
W9 (Required w/ Application)n/a1 Page
Transfer Form - (Required w/ Transfer)n/a3 Pages
Replacement  Comparison - (Required w/ Transfer)n/a2 Pages
Distribution Form - (Required for RMDs or Monthly Income)n/a3 Pages
EFT Form - (Required for Direct Deposit)n/a1 Page
RMD Form - (Required for RMDs )n/a3 Pages
Agent Contracting Formsn/a All Pages
Agent Training Requirementn/aAll Pages

 

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