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 Presidential Life
| Form Description\Program | Microsoft Word 97 or 2000 | Adobe Acrobat 5.0 or better |
|---|---|---|
| Note: Commissions on the Secure 5 & 6 reduced temporarily. | ||
| Secure 4/5/6 - Application Kit (includes all required forms) | n/a | 11 Pages |
| Secure 4/5/6 - Application Form | 2 Pages | 2 Pages |
| Secure 4/5/6 - Annuity Info Sheet | 1 Page | 1 Page |
| Immediate Annuity - Application Form | n/a | All Pages |
| Suitability Form (Required) | n/a | 1 Page |
| AML - Customer Form (Required) | n/a | All Pages |
| Transfer Form - All Transfers w/ Instructions | n/a | 3 Pages |
| Replacement Form (Required) | Front & Back | Front & Back |
| Replacement Supplement (Required) | n/a | 1 Page |
| Service - Systematic Withdrawal Request | n/a | Front & Back |
| Service - Partial Withdrawal Request | n/a | All Pages |
| Service - Surrender Request | n/a | All Pages |
| Service - RMD Form | n/a | All Pages |
| Agent's Contracting Forms | n/a | All Pages |
| AML - Bulletin and Memo | n/a | Bulletin Memo |
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