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 Liberty Bankers Life
| Form Description\Program | Microsoft Word 97 or 2000 | Adobe Acrobat 5.0 or better |
|---|---|---|
| Application/Disclosure Form - Bankers 1/3/5/7 (TX) | Front & Back | Front & Back Fillable |
| Application/Disclosure Form - Bankers Premier | Front & Back | Front & Back Fillable |
| Application/Disclosure Form - Bankers Premier Plus | Front & Back | Front & Back Fillable |
| Application Form - Generic (TX) (Specify on form) | n/a | Front & Back Fillable |
| Suitability Form (Required for all applications) | 1 Page | 1 Page |
| Replacement Form TX (Required*) | n/a | 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. | ||
| Disclosure Forms Below (Required if using generic application) | ||
| Disclosure Form - Liberty Choice | n/a | 1 Page |
| Disclosure Form - Liberty Select | n/a | 1 Page |
| Disclosure Form - Bankers Accumulator | n/a | 1 Page |
| Internal Exchange Form | n/a | 1 Page |
| Service Forms (check Liberty Bankers box on heading) | ||
| Receipt | n/a | 1 Page |
| Transfer Form | n/a | 1 Page |
| Service - Systematic Withdrawal Form | n/a | Front & Back |
| Service - Annuity Withdrawal Form | n/a | 1 Page |
| Service - Direct Deposit Form | n/a | 1 Page |
| Service - Policy Change Request | n/a | 1 Page |
| Service - Change Ownership | n/a | 1 Page |
| Complete and sign Agent's application and return to The Fisher Agency | ||
| Agent's Contracting Form | n/a | All Pages |
| Agent Direct Deposit | n/a | 1 Page |
| Agent Assignment of Commission | n/a | 1 Page |
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