FOR AGENT USE ONLY!
| Form Description\Program |
|
|
|---|---|---|
| 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 Guggenheim Life & Annuity Company
| Form Description\Program | Microsoft Word 97 or 2000 | Adobe Acrobat 5.0 or better |
|---|---|---|
| Preserve Multi-Year Guaranteed Rates | n/a | 1 Page |
| New Business Transmittal (Required w/ Application) | n/a | 1 Page Fillable |
| Preserve Application Single Premium Deferred Annuity (SPDA) (Required w/ Application) | n/a | 2 Pages Fillable |
| Preserve MYGA Product Summary (Required w/ Application) | n/a | 3 Pages Fillable |
| Preserve MYGA Brochure | n/a | 6 Pages |
| Replacement Form (Required w/ Application) | n/a | 2 Pages Fillable |
| Identification & Suitability Confirmation Worksheet (Required w/ Application) | n/a | 2 Pages Fillable |
| Transfer Form - All Transfers (Required w/ Transfer) | n/a | 3 Pages Fillable |
| W9 (Required w/ Application) | n/a | 1 Page |
| Change of Beneficiary Form | n/a | 1 Page Fillable |
| Authorization for Annuity Withdrawal(Free) | n/a | 1 Page Fillable |
| Authorization for Direct Deposit | n/a | 1 Page Fillable |
| Change of Address | n/a | 1 Page Fillable |
| Agent Contracting Instructions | n/a | 1 Page |
| Agent Contracting Forms | n/a | 20 Pages |
| Agent Business Guidelines | n/a | 42 Pages |
| Agent Internal Training Requirement | n/a | 16 Pages |
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