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 Sentinel Security Life Insurance Company [ For company website -> www.sslco.com ]
| Form Description\Program | Adobe Acrobat 5.0 or better |
|---|---|
| Personal Choice - Key Highlights - Effective 01/10/2024 | All Pages |
| Application Packet - Personal Choice (new Forms for 2024) If premium is under $10K, must use E-App | Main Pages Other Pages |
| Application Form - Personal Choice | All Pages |
| Annuity Disclosure - Personal Choice | All Pages |
| Available Riders and Checklist | 2 Pages |
| Annuity Suitability Form (Required) (new Forms for 2022) | All Pages |
| Agent Disclosure Form (Required) (new Forms for 2022) | All Pages |
| DOL PTE 84-24 Disclosure Form Info Material | All Pages Info |
| Client Suitability Letter (Required if client over age 80) | All Pages |
| ID Verification Form (Required) | 1 Page |
| Community Property State Form (Required) | 1 Page |
| Transfer Form | All Pages |
| IRA Rollover (Required for IRA Rollovers) | 1 Page |
| Replacement Form (Required) | All Pages |
| RMD Disclosure | 1 Page |
| Non-Resident Verification | 1 Page |
| Change of Beneficiary Form | 1 Page |
| Accumulated Interest Rider Authorization for Distribution | All Pages |
| Authorization for 10% Penalty Free Withdrawal | All Pages |
| IRA Required Minimum Distribution Election | All Pages |
| Personal Choice - Brochure | All Pages |
| Texas Specimen Contract - Personal Choice | All Pages |
| Complete and sign Agent's application and return to The Fisher Agency | |
| Agent Contracting Packet | Start Agent Process |
| Annuity Field Guide | All Pages |
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