| Form Description\Program | Microsoft Word 97 or 2000 | Adobe Acrobat 5.0 or better |
|---|
| Brochure - Guarantee+ | n/a | 4 Pages |
| Brochure - Direct Guarantee | n/a | 4 Pages |
| Application Checklist | n/a | 1 Page |
| Application Form - Guarantee + (5, 7, or 9 year option) | Request by Email | Request by Email |
| Application Form - Direct Guarantee (3, 4, 6, 8 or 10 year option) | Request by Email | Request by Email |
| Beneficiary Designation Form - For multiple beneficiaries | n/a | Front & Back |
| Disclosure Statement * (Required w/ Application) | Will be included w/ application | Will be included w/ application |
| ID Verification Form * (Required w/ Application) | Will be included w/ application | Will be included w/ application |
| Transfer Form | n/a | All Pages |
| Replacement Form | n/a | Front & Back |
| Certification of Trust | n/a | Front & Back |
| Service - Systematic Withdrawal Form | n/a | Front & Back |
| Service - Withdrawal Request Form | n/a | Front & Back |
| Service - Service Request Form | n/a | 1 Page |
| Service - EFT for Withdrawal | n/a | 1 Page |
| Agent's Contracting Forms | n/a | All Pages Compliance Review |