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Annuity Forms
Annuity Applications
ICC22-AA - Individual Annuity Application
IAA22-AA FL - Individual Annuity Application (Florida)
ASO 1122 - Annuity Settlement Option - SPIA
ICC23-JA Joint Annuity Application
JA23-FL Individual Joint Annuity Application
Annuity Miscellaneous
AD 0822 - Annuity Disclosure
AR 0922 - Annuity Receipt
ASQ 0722 - Annuity Suitability Questionnaire
5305 EA 11722 - Coverdell Education Account Information
5305 EA - Coverdell Education Account Application
COO 0722 - Certification of Ownership for Entity or Trust
ISII 1122 - Inherited IRA Settlement Information
IADA 12 2022 - Insurance Agent Disclosure for Annuity
RAPW 0822 - Partial Annuity Withdrawal Request
PTE 84-24 - Qualified Best Interest Statement
Transfer Forms
1035 0822 - 1035 Exchange
ATF 0123 - Authorization to Transfer Funds
AIT 1122 - Annuity Internal Trasnfer
IISI 1122 - Inherited IRA Settlement Information
RLA 0722 - Notice Regarding for Life Insurance & Annuity
