ANICO
ANNUITY
- Absolute Assignment AN-325
- ACH for Additional Deposits
- Annuity Claim
- Annuity Service Request
- Collateral Assignment of Life or Annuity AN-331
- Deceased Ownership Change
- Deduction Monthly Premiums from Salary 971
- Direct Deposit
- Lifetime Income Rider Request
- Non-Admin Group Contract Distribution Request (Qualified Annuity)
- Pre 59 age Distribution Request
- Premium Allocation Change ASIA 7
- Premium Allocation Change ASIA 10
- Request for Confinement, Disability or Terminal Illness Waiver Facility
- Request for Confinement, Disability or Terminal Illness Waiver Owner
- Request for Confinement, Disability or Terminal Illness Waiver Physician
- Request for Payment of Settlement Option AN-10905
- Suitability-USA Patriot Act
- Summary and Disclosure Notice for Accelerated Benefits
- Transfer 1035 and Non Qualified
- Transfer or Rollover Qualified Request
- Waiver of Administrative Services
- WealthQuest Series - Additional Payment Receipt - 4729
LIFE
- Absolute Assignment AN-325
- ACH Authorization
- Additional Beneficiary for Inforce Policies AN-11089
- Address-Contact Change and Policy Duplicate AN-11090 (enviar a lisdept@americannational.com)
- ANICO Change of Agent
- Application for Policy Change (Term Conversion)
- Application for Reinstatement ICC09582 (enviar a lisdept@americannational.com)
- Beneficiary Change Request AN-11088 (enviar a lisdept@americannational.com)
- Change of Ownership AN-11087
- Claim for ABR Critical Physician's Statement
- Claim for ABR Critical Statement of Claimant
- Claim for Chronic Illness - Statement of Claimant
- Claim Form for Chronic Illness Acc Ben Phy Statement
- Collateral Assigment - AN331 (enviar a lisdept@americannational.com)
- Date Change - Pre-Authorized Deductions
- Death Claim AN-536
- Declaration of Insurability (Increase IUL)
- Deduction Monthly Premiums from Salary 971
- Payroll Deduction Agreement 969
- Policy Change Application (Face Amount, Death Benefit Option & Risk Class) - 11197 (enviar a lisdept@americannational.com)
- Policy Loan, Allocation or Cash Surrender Request AN-11114
- Transfer 1035 and Non Qualified 4394NQ
- Transfer or Rollover Qualified Request 4394Q
- Trust Certification
Fidelity & Guaranty
- 1035 Exchange Transfer - Rollover
- Applications for Exchange of Proceeds and Fund Disbursement Admin 5520
- Authorization for Direct Deposit Admin 5560
- Change Beneficiary Request
- Change Name or Address
- Claimant's Statement- Annuity (Deceased)
- Claimant's Statement- Annuity (Non-Qualified) (Deceased)
- Contract Change - Transfer of Ownership
- Duplicate Policy Request
- Fidelity Change of Agent
- Loan Request Admin 5590
- Nursing Home Certification
- PAC Admin 5617
- Reallocation Authorization
- Request for Disbursement 10% or Surrender Admin 5988
- Request for Disbursement TSA
- Request for Guaranteed Minimum Withdrawal Income Rider Election
- Request for Systematic Withdrawal Admin 5989
- Signature Verification Form
- Transfer of Ownership-Beneficiary
- W-4R Withholding Certificate for Nonperiodic Payments and Rollover Distributions
- W-9 Request Taxpayer Identification Number and Certification
John Hancock
Lincoln Financial Group
ANNUITY
- 1035 Exchange-Rollover ACORD 951
- Additional Deposit 32899
- Annuitization Request 25698
- Annuity Change Broker-Representative
- Automatic Bank Draft 26255
- Automatic Withdrawal Non-Qualified AN11745AWS
- Certification of Trustee Powers
- Change of Ownership for Annuity
- Change Beneficiary
- Collateral Assignment Life or Annuity
- Contract Change Request
- Deceased Contract Request
- Direct Deposit Authorization (EFT)
- Distribution Request - Non-Qualified NOT LIVING BENEFITS
- Duplicate Contract AN 07428
- Non Qualified Claimant's Statement
- Periodic Payment - Claimant's Statement
- Producer Information Change
- Qualified Claimant's Statement
- Release Collateral Assignment Life or Annuity
- Repayment of Coronavirus Related Distributions
- Statement of Chronic Illness (Deceased)
- Statement of Disability (Deceased)
- Special Circumstances Annuity Distribution Request AN 11745SCAD
LIFE
- 1035 Exchange (PDF)
- Accelerated Benefit Physician's Certification
- Agent Change (PDF)
- Allocation Change or Transfer Request (PDF)
- Application for Conversion-PR (PDF)
- Beneficiary Change for Life (PDF)
- Cancel Letter 1035 (DOC)
- Collateral Assignment Life or Annuity (PDF)
- Contract Change Request
- Life Address Change Form (enviar a CustServSupportTeam@lfg.com)
- Loan Request (PDF)
- Lost Policy - Duplicado de Póliza(enviar a CustServSupportTeam@lfg.com)
- Name Change
- Ownership Change - Life
- PAC Electronic Fund Transf. Auth. (enviar a CustServEFT@lfg.com)
- Partial Surrender or Withdrawal - Life
- Premium Deposit Fund Transmittal (PDF)
- Producer Information Change (PDF)
- Reinstatement or Change App (PDF)
- Reinstatement Questionnaire
- Release Collateral Assignment Life or Annuity (PDF
- Surrender Request - Life (PDF)
- Systematic Disbursements
- Term Cancellation Request (PDF)
Mass Mutual
National Western
- Additional Beneficiary
- Address Change Request
- Annuity Claimant Statement Annuitized
- Annuity Death Claim
- Assignment Policy as Collateral
- Change of Beneficiary
- Change of Ownership Affidavit
- Direct Deposit Request (PDF)
- Early Distribution
- Early Distribution Transfer
- Election of Distribution Method
- Minimum Distribution Disclosure Age 70 and Older
- Non Qualified Loan Agreement
- Partial Surrender
- Policy Owner Change Request
- Request for Systematic Withdrawal of Interest (PDF)
- Request Q-NQ Spousal Continuation (PDF)
- Request Systematic Payment Minimum Distribution
- Request Systematic Payment under Rider
- Surrender Form
- Request for Systematic Payment Penalty Free Withdrawal
- W-4R Withholding for Nonperiodic Payments and Eligible Rollover Distributions
- W-9 Identification Form (PDF)
Protective
- Allocation Change
- Application for Conversion or Exchange
- Assignment Transfer
- Automatic Premium Loan
- Beneficiary Change
- Change of Name
- Collateral Assignment
- Duplicate Policy (Policy Lost) (PDF)
- Duplicate Policy (Policy Not Lost) (PDF)
- Loan Request (PDF)
- Partial Assignment of Policy as Collateral
- Partial Surrender (PDF)
- Pre-Authorized Withdrawal (PDF)
- Reinstatement for PR
- Release Assignment
- Service Request (PDF)
- Statement of Health
Universal Life
- Additional Premium Equity Index & Equity Index Bonus
- Agent Name
- Aportación Adicional Anualidad e IRA
- Contract Change Request
- Death Benefit Election
- Emergency Withdrawal Form
- Formulario de Retiro Declaración Emergencia Huracán Fiona
- Solicitud de Reembolso o Transferencia de Balance
- Withdrawal Form - Fixed and Equity Contracts
OTROS
- Acuerdo de Confidencialidad General
- Cancelación TERM
- Carta Cancelación de Annuity
- Carta Cancelación de Pólizas
- Carta Cancelación Descuento Sueldo Póliza
- Change of Agent
- COVID-19 Carta para cesar primas
- Disablity Insurance Proposal Request
- Life & Annuity Proposal Request
- Quick App Annuity
- Quick App IRA
- Quick App Life
- Requisitos Reactivación & Licencia Nuevas OCS
- Requisitos Renovación de Licencia OCS