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CLIENT RESOURCE SECTION
Revised 05/01/2023
The Home Office will handle the transfer and contact you if additional requirements are necessary.
If yes, 2 additional forms are required 1035 Exchange Form Agent Compliance Letter Submit all of the above. (Cash not accepted) Remember to collect one year of dues if the applicant is a new member.
Is money being transferred from a non-qualified annuity at another company?
Annuity Application Needs Analysis Needs and Financial Objectives Replacement Form Annuity Best Interest Forms
Minimum Deposit $2,500 7 Standard Forms Required
Non-Qualified Annuity
If no, Submit all of the above with initial deposit. (Cash not accepted) Remember to collect one year of dues if the applicant is a new member.
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