THE STANDARD FORMS
Acknowledgement of Suitability in an Annuity Purchase
Agreement for 403(b) Tax-Sheltered Annuity Loan Repayment
Agreement for 403(b) Tax-Sheltered Annuity Loan Repayment [VT]
Agreement for 403(b) Tax-Sheltered Annuity Salary Reduction
Agreement for List Billing of Plan
Authorization for EFT of Payments
Brokers Advice of Change in Contributions
Buyers Guide to Annuities [KY]
Buyers Guide to Annuities [WI]
Buyers Guide to Fixed Annuities
Comparitive Information Form [FL]
Consent to Change of Beneficiary on 403(b) Tax-Sheltered Annuity
Deferred Annuity Application
Deferred Annuity Application [ME]
Deferred Annuity Application [NJ]
Deferred Annuity Application [OK]
Deferred Annuity Application [VA]
Deferred Annuity Application [WA]
Disclosure by Broker to Employee Benefit Plan
Disclosure to Massachusetts Residents for Early Withdrawal of Annuity Proceeds [MA]
First Rate Annuity Disclosure
First Rate Annuity Disclosure [TX]
Flexible Premium Deferred Annuity Disclosure
Flexible Premium Deferred Annuity Disclosure [TX]
Focused Growth Annuity Disclosure
Focused Growth Annuity Disclosure [TX]
Guide to Annuity Settlement Options
Guide to Beneficiary Designations
Immediate Annuity Application
Immediate Annuity Application [OK]
Immediate Annuity Application [OR-PA-TX-WA]
Immediate Annuity Application [VA]
Index Annuity Application
Index Annuity Application [CT]
Index Annuity Application [MN]
Index Annuity Application [NJ]
Index Annuity Application [OK]
Index Annuity Application [VA]
Index Annuity Application [WA]
Index Growth Annuity Disclosure
Index Growth Annuity Disclosure [NJ]
Index Growth Annuity Disclosure [OR]
Index Growth Annuity Disclosure [TX]
Index Growth Annuity Knowledge Assessment
Index Growth Annuity Knowledge Assessment [OR]
Instruction for 403(b) Tax-Sheltered Annuity Plan Administration
Notice of Wire Transfer
Notice Regarding Standards for Medi-Cal Eligibility and Recovery [CA]
Notice to California Residents 65 Years of Age and Older [CA]
Principal Growth Annuity Disclosure
Principal Growth Annuity Disclosure [PA]
Principal Growth Annuity Disclosure [TX]
Privacy Policy [OR]
Qualified Joint and Survivor Annuity Notice and Spousal Consent
Replacement Notice Broker Certification [OK]
Replacement Notice [AR-CA-ID-IL-NE-SC]
Replacement Notice [DE]
Replacement Notice [FL]
Replacement Notice [GA]
Replacement Notice [IL]
Replacement Notice [IN]
Replacement Notice [KS]
Replacement Notice [MA]
Replacement Notice [MN]
Replacement Notice [MO]
Replacement Notice [Multi-State]
Replacement Notice [NV]
Replacement Notice [OK]
Replacement Notice [PA]
Replacement Notice [SD]
Replacement Notice [TN]
Replacement Notice [WA]
Replacement Notice [WI]
Replacement Notice [WY]
Request for 403(b) Tax-Sheltered Annuity Loan
Request for 72(t) or 72(q) Substantially Equal Periodic Payments
Request for Absolute Assignment and Successor Owner Endorsement
Request for Annuity Contract Illustration
Request for Change EFT of Annuity Payout
Request for Change of Beneficiary
Request for Change to Annuity Policy
Request for Contract Application Amendment
Request for Distribution from 457 Plan or Non-Qualified Deferred Compensation Plan
Request for Distribution from IRA 403(b) TSA or Pension Plan
Request for Distribution from Non-Qualified Annuity
Request for EFT of Annuity Payout
Request for Inherited Indivdiual Retirement Annuity
Request for IRS Required Minimum Distribution
Request for Qualified List Billing
Request For Rollover Transfer or Exchange
Request for Supplementary Contract Distribution
Request to Mail Payments to Financial Institution
Secured Rate Annuity Disclosure
Secured Rate Annuity Disclosure [TX]
Single Premium Deferred Annuity Disclosure [OH]
Special Tax Notice for 457 Plan or Non-Qualified Deferred Compensation Plan
Special Tax Notice for IRA 403(b) TSA or Pension Plan
Stable Income Annuity Disclosure [OR-PA-TX]
Substitute IRS Forms W-4P and W-9
Tailored Income Annuity Disclosure
Tailored Income Annuity Disclosure [WA]
