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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