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 Nassau RE (PHL Variable Insurance Company) [ For company website -> www.NFG.com ]
| Form Description\Program | Adobe Acrobat 5.0 or better |
|---|---|
| Highlights of the Nassau MYAnnuity 5X/7X MYGA Annuity Dated 10/01/2024 | Front & Back |
| Guidelines - Checklist | Forms under Revision |
| Nassau MYAnnuity Application (Required w/ Application) | eApp Recommended |
| Nassau MYAnnuity No Free Withdrawal Disclosure (Signature Page Required w/ Application) | |
| Nassau MYAnnuity with Free withdrawal Disclosure (Signature Page Required w/ Application) | |
| DOL PTE 84-24 Disclosure | Front & Back |
| Suitability Questionnaire (Required w/ Application) | |
| ID Verification (Required w/ Application) | |
| Replacement Form (Required w/ Application) | |
| Replacement Worksheet (Required w/ Replacements) | |
| Sales Material List (Required w/ Replacements) | |
| Nassau MYAnnuity Brochure | |
| Transfer Form - Non-Qualified (Required w/ NQ Transfer) | |
| Transfer Form - Qualified (Required w/ Qualified Transfer) | |
| Transfer Form - Bank CD (Required w/ CD Transfer) | |
| Transfer Form - Shares Redemption (Required w/ Redemption Request) | |
| W9 (Required w/ Application) | 1 Page |
| Agent Contracting Forms | Request by Email |
| Agent Training Requirement | 1 Page |
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