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

Adobe Acrobat 5.0 or better 

INSTRUCTIONSGet Free Acrobat PDF Viewer(5.6M)
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To Download Right-Click > Save Target

ULI Upstream Life Insurance Co. [Click here for Company Website]

For new applications starting May 1, 2021 , E-App is recommended on  Upstream Life Portal

Form Description\Program

Adobe Acrobat 5.0 or better 

Secure Legacy MYGA Product Highlights as of 10/25/20232 Pages
Secure Legacy MYGA Product Summary1 Page
Secure Foundation and Secure Legacy MYGA Application (Required w/ Application)3 Pages
Suitability Questionnaire (Required w/ Application)2 Pages
DOL PTE 84-24 Disclosure1 Page
Replacement Form (Required w/ Application)3 Pages
W9 (Required w/ Application)1 Page
Transfer Form - (Required w/ Transfer)3 Pages
Replacement  Comparison - (Required w/ Transfer)2 Pages
Distribution Form - (Required for RMDs or Monthly Income)3 Pages
EFT Form - (Required for Direct Deposit)1 Page
RMD Form - (Required for RMDs )3 Pages
Agent Contracting FormsStart Agent Process
Agent Training InformationLink to Agent Training

 

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