Use these handy, at-a-glance checklists to ensure streamlined, accurate application and forms processing.
Select by application/form type:
CHECKLIST: Individual Annuity Application
CHECKLIST: Group Annuity Application
CHECKLIST: Customer Suitability Form
CHECKLIST: Disclosure Form
CHECKLIST: Disclosure Form (Indexed Annuity)
CHECKLIST: 1035 Form
CHECKLIST: 1035 (Partial) Form