Variable Annuity

•   Vendor Direct New Account Application Form #242)

•   Direct Business Trade Ticket (Form #141)

•   Variable Annuity Worksheet (Form #173)

•   Investor Disclosure Checklist (Form #203)

•   Customer Awareness Form (Form #223)

•   Customer Receipt Form (Form #221)

•   Variable Annuities Check List (Form #215)

•   Copy of the Variable Annuity application and client check

•   Business Continuity Plan Disclosure  (Form #238) For Clients information only

•   Privacy Policy Statement (Form #204) For Clients information only

•   OFAC Search Results

Variable Life

•   Vendor Direct New Account Application Form #242)

•   Direct Business Trade Ticket (Form #141)

•   Investor Disclosure Checklist (Form #203)

•   Customer Awareness Form (Form #223)

•   Customer Receipt Form (Form #221)

•   Variable Life Check List (Form #216)

•   Copy of the Variable Life application and client check

•   Business Continuity Plan Disclosure  (Form #238) For Clients information only

•   Privacy Policy Statement (Form #204) For Clients information only

•   OFAC Search Results

Fixed Annuity

Private Placements

•   Vendor Direct New Account Application Form #242)

•   Direct Business Trade Ticket (Form #141)

•   Investor Disclosure Checklist (Form #203)

•   Customer Awareness Form (Form #223)

•   Customer Receipt Form (Form #221)

•   Copy of the subscription documents for any Direct Participation Programs and client check

•   Business Continuity Plan Disclosure  (Form #238) For Clients information only

•   Privacy Policy Statement (Form #204) For Clients information only

•   OFAC Search Results