Pinnacle Partners
Pinnacle Partners
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    • Inicio
    • Sobre Nosotros
    • Calendario
    • Formas de Servicio
    • Oportunidades
    • Operacional
    • Galería
    • Telemarketing
    • Contáctenos

  • Inicio
  • Sobre Nosotros
  • Calendario
  • Formas de Servicio
  • Oportunidades
  • Operacional
  • Galería
  • Telemarketing
  • Contáctenos

SERVICIO AL CLIENTE

  • Directorio de Servicio al Cliente

ANICO

ANNUITY

  • 10585-PR-Allocation (PDF)
  • Absolute Assignment (PDF)
  • ACH for Additional Deposits
  • Annuity Claim (PDF)
  • Annuity Service Request
  • Deceased Ownership Change (PDF)
  • Deduction Monthly Premiums from Salary 971 (PDF)
  • Direct Deposit
  • Lifetime Income Rider Request 
  • NON-ADMIN GROUP CONTRACT DISTRIBUTION REQUEST (QUALIFIED ANNUITY) (PDF)
  • Pre 59 age Distribution Request (PDF)
  • Premium Allocation Change ASIA 7 & 10
  • Request for Confinement, Disability or Terminal Illness Waiver Facility (PDF)
  • Request for Confinement, Disability or Terminal Illness Waiver Owner (PDF)
  • Request for Confinement, Disability or Terminal Illness Waiver Physician (PDF)
  • Request for Payment of Settlement Option AN-10905
  • Suitability-USA Patriot Act (PDF)
  • Summary and Disclosure Notice for Accelerated Benefits (PDF)
  • Transfer 1035 and Non Qualified (PDF)
  • Transfer or Rollover Qualified Request (PDF)
  • Waiver of Administrative Services (PDF)
  • WealthQuest Series - Additional Payment Receipt - 4729 (PDF)

LIFE

  • Absolute Assignment
  • ACH Authorization
  • Additional Beneficiary for Inforce Policies (PDF)
  • Address-Contact Change and Policy Duplicate AN-11090 (enviar a lisdept@americannational.com)
  • ANICO Change of Agent (DOCX)
  • Application for Policy Change (Term Conversion) (PDF)
  • Application for Reinstatement ICC09582 (enviar a lisdept@americannational.com)
  • Beneficiary Change Request  (enviar a lisdept@americannational.com)
  • Change of Ownership (PDF)
  • Claim for Chronic Illness - Statement of Claimant (DOC)
  • Claim Form for Chronic Illness Acc Ben Phy Statement (DOC)
  • Collateral Assigment - AN331 (enviar a lisdept@americannational.com)
  • Date Change - Pre-Authorized Deductions
  • Death Claim AN536 (PDF)
  • Declaration of Insurability (Increase IUL) (PDF)
  • Deduction Monthly Premiums from Salary 971 (PDF)
  • Payroll Deduction  969 (PDF)
  • Policy Change Application - 11197 (enviar a lisdept@americannational.com)
  • Policy Loan or Cash Surrender Request AN-11114 
  • Pre-Authorize Payment Plan Form 2011 (PDF)
  • Transfer 1035 and Non Qualified  4394NQ (PDF)
  • Transfer or Rollover Qualified Request 4394Q
  • Trust Certification

BRIGHTHOUSE

  • Change of Beneficiary (PDF)
  • Collateral Assignment (PDF)
  • Full Surrender Request (PDF)
  • Name Change (PDF)
  • Partial Cash Withdrawal Request (PDF)
  • Policy Loan Request (PDF)
  • Release Collateral Assignment (PDF)

Fidelity & Guaranty

  • Applications for Exchange of Proceeds and Fund Disbursement admin5520
  • 1035 Exchange Transfer - Rollover (PDF)
  • Change Beneficiary Request (PDF)
  • Change Name or Address (PDF)
  • Claimant's Statement- Annuity (Non-Qualified) (Deceased) (PDF)
  • Contract Change - Transfer of ownership (PDF)
  • Distribution Request By Beneficiary (PDF)
  • Duplicate Policy Request (PDF)
  • Fidelity Change of Agent (DOCX)
  • Guaranteed Minimum Withdrawa. Income Rider Election
  • Loan Request
  • PAC admin5617
  • Request for Disbursement 10% or Surrender admin5988
  • Request for Disbursement TSA
  • Request for Systematic Withdrawal admin5989
  • Signature Verification Form (PDF)
  • Transfer of Ownership-Beneficiary
  • W-9 Request Taxpayer Identification Number and Certification (PDF)

John Hancock

  • Collateral Assignment-Release Collateral (PDF)

Lincoln Financial Group

ANNUITY

  • 1035 Exchange-Rollover (PDF)
  • Additional Deposit
  • Annuitization Request 25698
  • Automatic  Withdrawal Non-Qualified AN11745AWS
  • Annuity Change Broker-Representative
  • Automatic Bank Draft (PDF)
  • Certification of Trustee Powers (PDF)
  • Change of Ownership for Annuity (PDF)
  • Change Beneficiary (PDF)
  • Collateral Assignment Life or Annuity (PDF)
  • Contract Change Request
  • Deceased Contract Request
  • Direct Deposit Authorization (EFT) 
  • Distribution Request - Guaranteed Lifetime Withdrawal Benefit Rider (PDF)
  • Distribution Request - Non-Qualified NOT LIVING BENEFITS
  • Duplicate Contract AN07428
  • Non Qualified Claimant's Statement
  • Periodic Payment - Claimant's Statement
  • Producer Information Change (PDF)
  • Qualified Claimant's Statement
  • Release Collateral Assignment Life or Annuity (PDF)
  • Repayment of Coronavirus Related Distributions (PDF)
  • Statement of Chronic Illness (Deceased)
  • Statement of Disability (Deceased)
  • Special Circumstances Annuity Distribution Request AN11745SCAD

LIFE

  • 1035 Exchange (PDF)
  • 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

  • EFT (PAC) (PDF)
  • Change Agent
  • Beneficiary Change

National Western

  • Additional Beneficiary (PDF)
  • Address Change Request (PDF)
  • Annuity Death Claim (PDF)
  • Assignment Policy as Collateral (PDF)
  • Change of Beneficiary (PDF)
  • Direct Deposit Request (PDF)
  • Early Distribution (PDF)
  • Early Distribution Transfer (PDF)
  • Minimum Distribution Disclosure Age 70 and Older (PDF)
  • Partial Surrender (PDF)
  • Policy Owner Change Request (PDF)
  • Request for Systematic Withdrawal of Interest (PDF)
  • Request Q-NQ Spousal Continuation (PDF)
  • Request Systematic Payment (PDF)
  • Request Systematic Payment under Rider (PDF)
  • Surrender Form (PDF)
  • Systematic Payment Penalty Free (PDF)
  • W-9 Identification Form (PDF)

Protective

  • Allocation Change (PDF)
  • Application for Conversion or Exchange (PDF)
  • Assignment Transfer (PDF)
  • Automatic Premium Loan (PDF)
  • Beneficiary Change (PDF)
  • Change of Name (PDF)
  • Collateral Assignment (PDF)
  • Duplicate Policy (Policy Lost) (PDF)
  • Duplicate Policy (Policy Not Lost) (PDF)
  • Loan Request (PDF)
  • Partial Assignment of Policy as Collateral (PDF)
  • Partial Surrender (PDF)
  • Pre-Authorized Withdrawal (PDF)
  • Reinstatement for PR (PDF)
  • Service Request (PDF)
  • Statement of Health

TRANSAMERICA

  • Change of Beneficiary
  • Collateral Assignment
  • Partial Surrender
  • Policy Service
  • Surrender

Universal Life

  • Additional Premium Equity Index & Equity Index Bonus (PDF)
  • Agent Name (PDF)
  • Aportación Adicional Anualidad e IRA (PDF)
  • Contract Change Request (PDF)
  • Death Benefit Election (PDF)
  • Emergency Withdrawal Form (PDF)
  • Formulario de Retiro Declaración Emergencia Huracán Fiona
  • Withdrawal Form - Fixed and Equity Contracts

OTROS

  • Acuerdo de Confidencialidad General (Fillable PDF)
  • CANCELACIÓN TERM (DOCX)
  • Carta Cancelación de Annuity (DOCX)
  • Carta Cancelación de Pólizas (DOCX)
  • Carta Cancelación Descuento Sueldo Póliza (DOCX)
  • Change of Agent (DOCX)
  • COVID-19 CARTA PARA CESAR PRIMAS (DOCX)
  • Disablity Insurance Proposal Request (Fillable PDF)
  • Life & Annuity Proposal Request (Fillable PDF)
  • Quick App Annuity (Fillable PDF)
  • Quick App IRA (Fillable PDF)
  • Quick App Life (Fillable PDF)
  • Requisitos Reactivación & Licencia Nuevas OCS (PDF)
  • Requisitos Renovación de Licencia OCS (PDF)

Copyright © 2023 Pinnacle Partners - All Rights Reserved.

12.28.2020