FOR AGENT USE ONLY!
| Form Description\Program |
|
|---|---|
| INSTRUCTIONS | Get Free Acrobat PDF Viewer(5.6M) |
| To Print | Print from Acrobat Window |
| To Download | Right-Click > Save Target |
Adobe Acrobat 5.0 or better Liberty Bankers Life [ For company website -> www.LibertyBankersLife.com ]
| Form Description\Program | Adobe Acrobat 5.0 or better |
|---|---|
| Application Form - Generic (TX) (Specify on form) (Include Product Disclosure Form) | Fillable |
| Suitability Form (Required for all applications) | All Pages Fillable |
| 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 Alert | 1 Page |
| Disclosure for IRA Business | 1 Page |
| Disclosure Forms Below (Required if using generic application) | |
| Disclosure Form - Liberty Choice | 1 Page |
| Disclosure Form - Liberty Select | 1 Page |
| Disclosure Form - Bankers Elite | 1 Page |
| Disclosure Form - Bankers 3, 5, or 7 | Bankers 3 Bankers 5 Bankers 7 |
| Disclosure Form - Bankers Premier 5 or 7 , or Plus | Bankers Premier 5 Bankers Premier 7 Bankers Premier Plus 5 |
| Service Forms (check Liberty Bankers box on heading) | |
| Receipt for Policy/Funds | 1 Page |
| Transfer Form | 1 Page |
| Service - Systematic Withdrawal Form | Front & Back |
| Service - Annuity Withdrawal Form | Front & Back |
| Service - Direct Deposit Form | 1 Page |
| Service - Policy Change Request | 1 Page |
| Service - Change Ownership | 1 Page |
| Agent Contracting Kit | Request by Email Product Training |
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