Eagle Life Insurance Co Online Forms Library

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Eagle Life Insurance Co
Replacement of Life Insurance or Annuities
Lit No:
Revised: 01/04/2018
Form ID: 62054
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Buyer's Guide for Deferred Annuities Fixed
Lit No: 09G4025
Revised: 03/05/2018
Form ID: 62055
Publish: 05/08/2018
Details
Eagle Life Insurance Co
Individual Annuity Application - CW
Lit No: 15 A-3539-ELIFE.2
Revised: 08/14/2018
Form ID: 62056
Publish: 09/20/2018
Details
Eagle Life Insurance Co
Certification of Trust Agreement
Lit No:
Revised: 11/21/2016
Form ID: 62057
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Trust Statement of Understanding
Lit No:
Revised: 10/02/2017
Form ID: 62058
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Custodial IRA Agreement
Lit No: 3578-ELIFE
Revised: 12/27/2012
Form ID: 62059
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Eagle Select 10 Indexed Annuity Disclosure - DE
Lit No: 3591-D-10
Revised: 09/05/2017
Form ID: 62060
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Eagle Select 10 Indexed Annuity Disclosure - CA
Lit No: 3591-D-10-CA
Revised: 08/15/2016
Form ID: 62061
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Eagle Select 10 Indexed Annuity Disclosure - NJ
Lit No: 09D3591-0003-NJ
Revised: 05/02/2018
Form ID: 62062
Publish: 05/21/2018
Details
Eagle Life Insurance Co
Eagle Select 6 Indexed Annuity Disclosure - DE
Lit No: 3591-D-6
Revised: 09/05/2017
Form ID: 62063
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Eagle Select 6 Indexed Annuity Disclosure - CA
Lit No: 3591-D-6-CA
Revised: 09/05/2017
Form ID: 62064
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Eagle Select 6 Indexed Annuity Disclosure - NJ
Lit No: 09D3591-0001-NJ
Revised: 05/02/2018
Form ID: 62066
Publish: 05/21/2018
Details
Eagle Life Insurance Co
Eagle Select 8 Indexed Annuity Disclosure - DE
Lit No: 3591-D-8
Revised: 12/05/2017
Form ID: 62067
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Eagle Select 8 Indexed Annuity Disclosure - CA
Lit No: 3591-D-8-CA
Revised: 08/15/2016
Form ID: 62068
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Eagle Select 8 Indexed Annuity Disclosure - NJ
Lit No: 09D3591-0002-NJ
Revised: 05/02/2018
Form ID: 62069
Publish: 05/21/2018
Details
Eagle Life Insurance Co
Lifetime Income Benefit Rider Disclosure - CW
Lit No: 3593-D
Revised: 03/09/2017
Form ID: 62070
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Lifetime Income Benefit Rider Disclosure - NC
Lit No: 3593-D-NC
Revised: 05/31/2016
Form ID: 62071
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Eagle Platinum Series Guarantee 5 - CW
Lit No: 3643-D-5
Revised: 07/01/2016
Form ID: 62072
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Eagle Platinum Series Guarantee 5 - CA
Lit No: 3643-D-5-CA
Revised: 09/01/2016
Form ID: 62073
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Eagle Platinum Series Guarantee 5 - DE
Lit No: 3643-D-5-DE
Revised: 07/01/2016
Form ID: 62074
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Eagle Platinum Series Guarantee 5 - FL
Lit No: 3643-D-5-FL
Revised: 07/01/2016
Form ID: 62075
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Eagle Platinum Series Guarantee 5 - NJ
Lit No: 3643-D-5-NJ
Revised: 07/01/2016
Form ID: 62076
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Eagle Platinum Series Guarantee 6 - CW
Lit No: 3643-D-6
Revised: 07/01/2016
Form ID: 62077
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Eagle Platinum Series Guarantee 6 - CA
Lit No: 3643-D-6-CA
Revised: 09/01/2016
Form ID: 62078
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Eagle Platinum Series Guarantee 6 - DE
Lit No: 3643-D-6-DE
Revised: 07/01/2016
Form ID: 62079
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Eagle Platinum Series Guarantee 6 - FL
Lit No: 3643-D-6-FL
Revised: 07/01/2016
Form ID: 62080
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Eagle Platinum Series Guarantee 6 - NJ
Lit No: 09D3591-0001-NJ
Revised: 05/02/2018
Form ID: 62081
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Eagle Platinum Series Guarantee 7 - CW
Lit No: 3643-D-7
Revised: 07/01/2016
Form ID: 62082
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Eagle Platinum Series Guarantee 7 - CA
Lit No: 3643-D-7-CA
Revised: 09/01/2016
Form ID: 62083
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Eagle Platinum Series Guarantee 7 - DE
Lit No: 3643-D-7-DE
Revised: 07/01/2016
Form ID: 62084
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Eagle Platinum Series Guarantee 7 - FL
Lit No: 3643-D-7-FL
Revised: 07/01/2016
Form ID: 62085
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Eagle Platinum Series Guarantee 7 - NJ
Lit No: 3643-D-7-NJ
Revised: 07/01/2016
Form ID: 62086
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Sure Rate 7 Fixed Annuity Disclosure - CW
Lit No: 3651-D-7
Revised: 01/19/2018
Form ID: 62087
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Sure Rate 7 Fixed Annuity Disclosure - NJ
Lit No: 3651-D-7-NJ
Revised: 01/16/2018
Form ID: 62088
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Sure Rate 9 Fixed Annuity Disclosure - CW
Lit No: 3651-D
Revised: 01/19/2018
Form ID: 62089
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Sure Rate 9 Fixed Annuity Disclosure - NJ
Lit No: 3651-D-9-NJ
Revised: 01/18/2018
Form ID: 62090
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Notice to App Replacement of Life Ins/Ann - CW
Lit No: 4000-ELIFE
Revised: 12/27/2012
Form ID: 62091
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Notice to App Replacement of Life Ins/Ann - DE
Lit No: 4000-ELIFE-DE
Revised: 08/07/2013
Form ID: 62092
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Notice to App Replacement of Life Ins/Ann - FL
Lit No: 4000-ELIFE-FL
Revised: 12/27/2012
Form ID: 62093
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Notice to App Replacement of Life Ins/Ann - GA
Lit No: 4000-ELIFE-GA
Revised: 12/27/2012
Form ID: 62094
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Notice to App Replacement of Life Ins/Ann - IL
Lit No: 4000-ELIFE-IL
Revised: 12/27/2012
Form ID: 62095
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Notice to App Replacement of Life Ins/Ann - IN
Lit No: 4000-ELIFE-IN
Revised: 12/27/2012
Form ID: 62096
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Notice to App Replacement of Life Ins/Ann - KS
Lit No: 4000-ELIFE-KS
Revised: 12/27/2017
Form ID: 62097
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Notice to App Replacement of Life Ins/Ann - MA
Lit No: 4000-ELIFE-MA
Revised: 12/27/2017
Form ID: 62098
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Notice to App Replacement of Life Ins/Ann - MN
Lit No: 4000-ELIFE-MN
Revised: 12/27/2017
Form ID: 62099
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Notice to App Replacement of Life Ins/Ann - NV
Lit No: 4000-ELIFE-NV
Revised: 12/27/2017
Form ID: 62100
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Notice to App Replacement of Life Ins/Ann - OK
Lit No: 4000-ELIFE-OK
Revised: 12/27/2017
Form ID: 62101
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Notice to App Replacement of Life Ins/Ann - PA
Lit No: 4000-ELIFE-PA
Revised: 12/27/2017
Form ID: 62102
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Notice to App Replacement of Life Ins/Ann - TN
Lit No: 4000-ELIFE-TN
Revised: 12/27/2017
Form ID: 62103
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Notice to App Replacement of Life Ins/Ann - WA
Lit No: 4000-ELIFE-WA
Revised: 12/27/2017
Form ID: 62104
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Notice to App Replacement of Life Ins/Ann - WY
Lit No: 4000-ELIFE-WY
Revised: 02/27/2013
Form ID: 62105
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Disclosure and Comparison of Annuity Contracts- FL
Lit No: 4001-ELIFE
Revised: 11/26/2014
Form ID: 62106
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Notice to App Replacement of Life Ins/Ann - IL
Lit No: 4001-ELIFE-IL
Revised: 12/26/2012
Form ID: 62107
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Written Comparison - NV
Lit No: 4001-ELIFE-NV
Revised: 11/14/2017
Form ID: 62108
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Notice to App Replacement of Life Ins/Ann - PA
For internal transfers only
Lit No: 4001-ELIFE-PA
Revised: 01/30/2017
Form ID: 62109
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Statement App Regarding Notification Replacement
Lit No: 4002-ELIFE-OK
Revised: 12/26/2012
Form ID: 62110
Publish: 05/10/2018
Details
Eagle Life Insurance Co
1035 Exchange Request
Lit No: 4003-A-ELIFE
Revised: 02/26/2016
Form ID: 62111
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Direct Custodial Transfer Request
Lit No: 4003-ELIFE
Revised: 02/26/2016
Form ID: 62112
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Systematic Withdrawal Request
Lit No: 4006-ELIFE
Revised: 10/02/2017
Form ID: 62113
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Single Premium Deferred Annuity Disclosure - OH
Lit No: 4008E-OH
Revised: 02/04/2014
Form ID: 62114
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Single Premium Deferred Annuity Disclosure - KS
Lit No: 4009E-KS
Revised: 02/04/2014
Form ID: 62115
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Buyers Guide Fixed Deferred Indexed Annuities -VT
Lit No: 4025E-VT
Revised: 02/02/2007
Form ID: 62116
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Annuity Buyers Guide - KY
Lit No: 4025E-KY
Revised: 12/26/2012
Form ID: 62117
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Disclosure to Senior Age 65 and Over - CA
Lit No: 4032-CA
Revised: 12/26/2012
Form ID: 62118
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Advance Notifiation to California Residents
Lit No: 4217-CA
Revised: 12/26/2012
Form ID: 62119
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Trustee Certification
Lit No: 4384-EL
Revised: 10/02/2017
Form ID: 62120
Publish: 05/10/2018
Details
Eagle Life Insurance Co
SEP IRA
Lit No: 4388-EL
Revised: 05/17/2017
Form ID: 62121
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Illinois Civil Union Notice
Lit No: 4418-ELIFE-IL
Revised: 09/22/2016
Form ID: 62122
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Inherited Contract
Lit No: 4446-EL
Revised: 06/15/2017
Form ID: 62123
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Submitting An Annuity Application
Lit No: 4809-ELIFE 06.08.17.pdf
Revised: 06/08/2017
Form ID: 62124
Publish: 05/10/2018
Details
Eagle Life Insurance Co
Additional Premium Election
Lit No: 4964-EL
Revised: 12/11/2017
Form ID: 62125
Publish: 05/09/2018
Details
Eagle Life Insurance Co
Individual Annuity Application - ICC
Lit No: ICC15 A-3539-ELIFE.1
Revised: 08/14/2018
Form ID: 62266
Publish: 09/20/2018
Details
Eagle Life Insurance Co
Individual Annuity Application - CT
Lit No: CT15 A-3539-ELIFE.1
Revised: 08/14/2018
Form ID: 62267
Publish: 09/20/2018
Details
Eagle Life Insurance Co
Eagle Select 10 Indexed Annuity Disclosure - ICC
Except CA & DE
Lit No: 09D3591-0003
Revised: 05/02/2018
Form ID: 62363
Publish: 05/22/2018
Details
Eagle Life Insurance Co
Eagle Select 8 Indexed Annuity Disclosure - ICC
Except CA & DE
Lit No: 09D3591-0002
Revised: 05/02/2018
Form ID: 62364
Publish: 09/20/2018
Details
Eagle Life Insurance Co
Eagle Select 6 Indexed Annuity Disclosure - ICC
Lit No: 09D3591-0001
Revised: 05/02/2018
Form ID: 62365
Publish: 06/07/2018
Details
Eagle Life Insurance Co
Information Update Request
Lit No:
Revised: 03/06/2018
Form ID: 62587
Publish: 06/07/2018
Details
Eagle Life Insurance Co
Transfer of Values Authorization
Lit No:
Revised: 12/28/2017
Form ID: 62588
Publish: 06/11/2018
Details
Eagle Life Insurance Co
Life Income Benefit Rider Termination
Lit No: 3554-ELIFE
Revised: 10/02/2017
Form ID: 62589
Publish: 06/11/2018
Details
Eagle Life Insurance Co
Additional Rep/License Agent Information
Lit No: 3575-ELIFE
Revised: 12/27/2012
Form ID: 62590
Publish: 06/07/2018
Details
Eagle Life Insurance Co
Election Lifetime Income Benefit Rider - LIBR-201
Lit No: 3602-LIBR-2010R
Revised: 10/02/2017
Form ID: 62591
Publish: 06/07/2018
Details
Eagle Life Insurance Co
Election Lifetime Income Benefit Rider - LIBR13
Lit No: 3602-LIBR13
Revised: 10/02/2017
Form ID: 62592
Publish: 06/11/2018
Details
Eagle Life Insurance Co
Advisory 8 Indexed Annuity Disclosure - CW
Lit No: 3650-D-8
Revised: 08/15/2017
Form ID: 62593
Publish: 06/07/2018
Details
Eagle Life Insurance Co
Advisory 8 Indexed Annuity Disclosure - CA
Lit No: 3650-D-8-CA
Revised: 08/15/2017
Form ID: 62594
Publish: 06/07/2018
Details
Eagle Life Insurance Co
Advisory 8 Indexed Annuity Disclosure - NJ
Lit No: 3650-D-8-NJ
Revised: 08/15/2017
Form ID: 62595
Publish: 06/07/2018
Details
Eagle Life Insurance Co
Application For Settlement Option Benefits
Lit No: 4030-ELIFE
Revised: 10/02/2017
Form ID: 62596
Publish: 06/15/2018
Details
Eagle Life Insurance Co
Election of Withholding
Lit No: 4035-ELIFE
Revised: 10/02/2017
Form ID: 62597
Publish: 06/11/2018
Details
Eagle Life Insurance Co
Change of Beneficiary Instructions
Lit No: 4036-ELIFE
Revised: 10/02/2017
Form ID: 62598
Publish: 06/19/2018
Details
Eagle Life Insurance Co
Ownership Change
Lit No: 4039-ELIFE
Revised: 10/02/2017
Form ID: 62599
Publish: 06/20/2018
Details
Eagle Life Insurance Co
Electronic Funds Transfer
Lit No: 4062-ELIFE
Revised: 10/02/2017
Form ID: 62600
Publish: 06/11/2018
Details
Eagle Life Insurance Co
Pre-Authorized Payment - Direct Deposit Annuity
Lit No: 4067-ELIFE
Revised: 10/02/2017
Form ID: 62601
Publish: 06/11/2018
Details
Eagle Life Insurance Co
Required Minimum Distribution Withdrawal Request
Lit No: 4083-ELIFE
Revised: 10/02/2017
Form ID: 62602
Publish: 06/11/2018
Details
Eagle Life Insurance Co
ROTH IRA Conversion
Lit No: 4265-ELIFE
Revised: 10/02/2017
Form ID: 62603
Publish: 06/11/2018
Details
Eagle Life Insurance Co
Partial Withdrawal Request
Lit No: 4786-ELIFE
Revised: 10/02/2017
Form ID: 62604
Publish: 06/11/2018
Details
Eagle Life Insurance Co
Guide to Completing A Beneficiary Claim
Lit No: 6622-ELIFE
Revised: 12/19/2012
Form ID: 62605
Publish: 06/11/2018
Details
Eagle Life Insurance Co
Beneficiary Claim
Lit No: 8008-ELIFE
Revised: 10/02/2017
Form ID: 62606
Publish: 06/19/2018
Details
Eagle Life Insurance Co
Beneficiary Claim For Supplemental Contracts-SC
Lit No: 8008-SC-ELIFE
Revised: 10/02/2017
Form ID: 62607
Publish: 06/19/2018
Details
Eagle Life Insurance Co
Transfer of Values - The Clear Vision Annuity
(EUDX1)
Lit No: 8052-CV-ELIFE
Revised: 02/01/2017
Form ID: 62608
Publish: 06/11/2018
Details
Eagle Life Insurance Co
Transfer of Values - Eagle Select Annuity
(ICC13 E-IDXA)
Lit No: 8052-ES-ELIFE
Revised: 02/01/2017
Form ID: 62609
Publish: 06/11/2018
Details
Eagle Life Insurance Co
Sure Rate 9 Fixed Annuity Disclosure - FL
Lit No: 09D3651-0002-FL
Revised: 06/13/2018
Form ID: 62831
Publish: 06/13/2018
Details
Eagle Life Insurance Co
Sure Rate 7 Fixed Annuity Disclosure - FL
Lit No: 09D3651-0001-FL
Revised: 06/13/2018
Form ID: 62832
Publish: 06/13/2018
Details
Eagle Life Insurance Co
Eagle Select 5 Indexed Annuity Disclosure - CW
Lit No: 09D3591-5
Revised: 07/11/2018
Form ID: 63327
Publish: 07/30/2018
Details
Eagle Life Insurance Co
Eagle Select 5 Indexed Annuity Disclosure - NJ
Lit No: 09D3591-5-NJ
Revised: 07/11/2018
Form ID: 63328
Publish: 07/30/2018
Details
Eagle Life Insurance Co
Eagle Select 5 Indexed Annuity Disclosure - FL
Lit No: 09D3591-5-FL
Revised: 07/11/2018
Form ID: 63329
Publish: 07/30/2018
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
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AIG Annuities - Variable NY
AIG Funds
Alger Funds
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Allianz Global Investors
Allianz Life Insurance Company of North America
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American Equity Investment Life Insurance Co.
American Funds
American General Life - Annuities
American General Life and Accident Ins. Co. (AIG)
American Realty Capital
American United Life
AMG Funds
Amundi Pioneer Asset Management
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Athene Annuity
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Clark Capital
CLS Investments
CNL
College Choice 529
College Counts 529 Fund --NEW--
College SAVE --NEW--
CollegeBound 529 --NEW--
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Cunat
CV Data Center --NEW--
Cypress Leasing
Davis Funds
Delaware Funds
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds
FolioFN
Forethought Distributors
Forward Funds - Salient Partners
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
GPB
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Hennessy Funds
Highland Capital Management
Hines
Homestead Funds
Horizon Investments
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
James Advantage Funds --NEW--
Jensen Funds
JLL Income Property Trust
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lincoln Property Company --NEW--
Lindner Capital Advisors
Lodging Opportunity Fund, REIT
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
MacKenzie Realty Capital
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
Megatel Capital Investment
MFS Investment Management
Midland IRA
Midland National Life
Midland Retirement Distributors
Moody National REIT II
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Advisory Solutions
Nationwide Annuities
Nationwide Insurance
Natixis Funds
NEST 529 Advisor Plan --NEW--
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Old Mutual
OneAmerica Securities
Oppenheimer Funds
Owl Rock
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity
Putnam Funds
Quaker Funds
RBC Capital Markets
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties
Rodin Global Property Trust
Royal Alliance
Royce Funds
S2K Financial
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Scholars Choice
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steben & Company
Stira Capital Markets Group
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
Talcott Resolution - Annuities
TCA by E-TRADE
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
The Standard
Thornburg Investment Management
Time Equities
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
Transamerica Life Insurance Co - Insurance
Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP
US Government
VALIC
Van Eck Global
Victory Funds
Virtus Funds
Voya - Annuities
Voya - Life Insurance
Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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