FOR AGENT USE ONLY!
| Form Description\Program |
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|---|---|---|
| INSTRUCTIONS | Get Free Word Viewer(3.8 M) | Get Free Acrobat PDF Viewer(5.6M) |
| To Print | Right-Click on Link > Print Target | Print from Acrobat Window |
| To Download | Right-Click on Link > Save Target | Right-Click > Save Target |
Microsoft Word 97 or 2000 
Adobe Acrobat 5.0 or better Clear Spring Life & Annuity Company [ For company website -> www.ClearSpringLife.com ] - New Name for Guggenheim Life
Note: As of Sep 2022, the Mailing address has changed to: PO Box 80509, INDIANAPOLIS, INDIANA 46280
| Form Description\Program | Adobe Acrobat 5.0 or better |
|---|---|
| Highlights of the Preserve MYGA Annuity Dated 03/01/2024 | Front & Back |
| New Business Transmittal (Required w/ Application) | 1 Page Fillable |
| Preserve Application Single Premium Deferred Annuity (SPDA) (Required w/ Application) | 4 Pages Fillable |
| Preserve MYGA Product Summary (Required w/ Application) | 4 Pages Fillable |
| Preserve MYGA Brochure | 6 Pages |
| Replacement Form (Required w/ Application) | 3 Pages Fillable |
| Identification & Suitability Confirmation Worksheet (Required w/ Application) | All Pages Fillable |
| Transfer Form - All Transfers (Required w/ Transfer) | 3 Pages Fillable |
| W9 (Required w/ Application) | 1 Page |
| Agent Disclosure (Required w/ Application) | 2 Pages |
| Change of Beneficiary Form | Fillable |
| Authorization for Annuity Withdrawal | Fillable |
| RMD Request | Fillable |
| Authorization for Direct Deposit | Fillable |
| Change of Address | Fillable |
| Agent Contracting | Request by Email |
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