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    Working With Us

    Helpful Tools And Resources

    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

     

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    2023 Reliance Standard. All rights reserved.
    Reliance Standard is a branding name. Reliance Standard Life Insurance Company (Home Office Schaumburg, IL) is licensed in all states (except New York), the District of Columbia, Puerto Rico, the U.S. Virgin Islands and Guam. First Reliance Standard Life Insurance Company (Home Office New York, NY) is licensed in New York and Delaware. Standard Security Life Insurance Company of New York (Home Office New York, NY) is licensed in all states. Product features and availability may vary by state.