Capitol Life Forms

The Fisher Agency

Danny Fisher, CLU, ChFC
President     1-800-822-1450

Financial Advisors Since 1975

Phone Numbers and Map

13140 Coit Road, Suite 102  Dallas, TX 75240-5797

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Form Description\Program

Adobe Acrobat 5.0 or better 

INSTRUCTIONSGet Free Acrobat PDF Viewer(5.6M)
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Capitol Life  (Select Capitol Life on the form header) [Click here for Company Website]

Form Description\Program

Adobe Acrobat 5.0 or better 

Application Form  - All Products (TX) (Specify on form)Fillable
Suitability Form (Required for all applications)All Pages
Replacement Form TX (Required*)All Pages
* Replacement Form is required on all applications when annuitant has existing life insurance or annuity contracts in force even if no transfer is involved.
Out-of-State Compliance Alert1 Page
Disclosure for IRA Business1 Page
Disclosure Forms Below (Required for all applications or Internal Exchange)
Disclosure Form - Elite3 Pages
Disclosure Form - Bankers 3, 5, or 7Bankers 3 - Bankers 5 - Bankers 7
Disclosure Form - Bankers Premier 5 or 7 , or PlusBankers Premier 5 - Bankers Premier 7 -Premier Plus 5
Service Forms (check Capitol Life box on heading)
Receipt1 Page
Transfer Form1 Page
Service - Systematic Withdrawal FormFront & Back
Service - Annuity Withdrawal Form1 Page
Service - Direct Deposit Form1 Page
Service - Policy Change Request1 Page
Service - Change Ownership1 Page
Agent Contracting KitRequest by Email
Product Training

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