| Form Description\Program | Microsoft Word 97 or 2000 | Adobe Acrobat 5.0 or better |
|---|
| Brochure - Guarantee (3, 4, 5, 6, or 8 year option) | n/a | 4 Pages (11x17 - use fit to page) |
| Product Highlights - Guarantee (3, 4, 5, 6, or 8 year option) | n/a | 1 Page |
| Brochure - Escalating Rate | n/a | 4 Pages |
| Product Highlights - Escalating Rate | n/a | 1 Page |
| Brochure -NA Builder | n/a | 4 Pages |
| Product Highlights - NA Builder | n/a | 1 Page |
| Application Form - Guarantee (5, 6, or 8 year option) | Request by Email | Request by Email |
| Application Form - Escalating Rate | Request by Email | Request by Email |
| Application Form - NA Builder | Request by Email | Request by Email |
| 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 |
| Beneficiary Designation Form - For multiple beneficiaries | n/a | 1 Page |
| Transfer Form | n/a | All Pages |
| Replacement Form - Required for ALL Transfers | n/a | Will be included w/ application |
| Service - Service Request Form | n/a | 1 Page |
| Service - EFT for Withdrawal | n/a | 1 Page |
| Service - Systematic Withdrawal Form | n/a | 1 Page |
| Agent's Contracting Forms | n/a | All Pages |
| n/a | Compliance Manual |