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 PHL Variable Insurance Company (Nassau RE)
| Form Description\Program | Microsoft Word 97 or 2000 | Adobe Acrobat 5.0 or better |
|---|---|---|
| Highlights of the Nassau MYAnnuity 5X/7X MYGA Annuity Dated 09/01/2019 | n/a | Front & Back |
| Guidelines - Checklist | n/a | FORMS UPDATE IN PROGRESS! |
| Nassau MYAnnuity Application & Privacy (Required w/ Application) | n/a | 8 Pages |
| Nassau MYAnnuity No Free Withdrawal Disclosure (Required w/ Application) | n/a | 14 Pages |
| Nassau MYAnnuity with Free withdrawal Disclosure (Required w/ Application) | n/a | 14 Pages |
| Suitability Questionnaire (Required w/ Application) | n/a | 3 Pages |
| ID Verification (Required w/ Application) | n/a | 1 Page |
| Replacement Form (Required w/ Application) | n/a | 2 Pages |
| Replacement Worksheet (Required w/ Replacements) | n/a | 2 Pages |
| Sales Material List (Required w/ Replacements) | n/a | 1 Page |
| Nassau MYAnnuity Brochure | n/a | n/a |
| Transfer Form - Non-Qualified (Required w/ NQ Transfer) | n/a | Fillable |
| Transfer Form - Qualified (Required w/ Qualified Transfer) | n/a | Fillable |
| Transfer Form - Bank CD (Required w/ CD Transfer) | n/a | Fillable |
| Transfer Form - Shares Redemption (Required w/ Redemption Request) | n/a | Fillable |
| W9 (Required w/ Application) | n/a | 1 Page |
| Agent Contracting Forms | n/a | Request by Email |
| Agent Training Requirement | n/a | 1 Page |
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