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Hartford Investment Financial Svcs - Annuities
Roth IRA Internal Conversion
Lit No: HL-15942-9
Revised: 04/01/2015
Form ID: 341
Publish: 04/17/2015
Details
Hartford Investment Financial Svcs - Annuities
Life Expectancy Method
Lit No: HL-17495-5
Revised: 04/01/2015
Form ID: 3732
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
IRC Section1035(a) Non-Qualified Tax-Free Exchange
Lit No: HL-14742-15
Revised: 04/01/2015
Form ID: 4544
Publish: 04/23/2015
Details
Hartford Investment Financial Svcs - Annuities
Distribution of Employer Plan Asset Form
Lit No: HL-14043-11
Revised: 04/01/2015
Form ID: 4553
Publish: 04/17/2015
Details
Hartford Investment Financial Svcs - Annuities
Request to Restrict Surrenders Acknowledgement
Lit No: HL-17784-9
Revised: 04/01/2015
Form ID: 4908
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Enhanced Due Diligence Questionnaire
Lit No: HL-16757-18
Revised: 06/01/2014
Form ID: 4925
Publish: 07/02/2014
Details
Hartford Investment Financial Svcs - Annuities
Beneficiary Designation - Qual
Lit No: HL-19905-5
Revised: 04/01/2015
Form ID: 4975
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Advance Notice CA Senior Citizen In-Home Ins Solic
California
Lit No: HL-9836
Revised: 07/15/2010
Form ID: 4978
Publish: 03/12/2012
Details
Hartford Investment Financial Svcs - Annuities
Certificate of Deposit (CD) Transfer To Annuity
Lit No: HL-14044-16
Revised: 04/01/2015
Form ID: 4979
Publish: 04/17/2015
Details
Hartford Investment Financial Svcs - Annuities
Enrollment Form for Substantially Equal Periodic
Payments Under I.R.C. Section 72(q) Program
Lit No: HL-17581-12
Revised: 04/01/2015
Form ID: 4985
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Enrollment Form for Substantially Equal Periodic
Payments Under I.R.C. Section 72(t) Program
Lit No: HL-14799-21
Revised: 04/01/2015
Form ID: 4986
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
IRC Section 1035(a) Non-Qualified Nontaxable
Lit No: HL-17881-5
Revised: 04/01/2015
Form ID: 5022
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Mutual Fund Transfer to Annuity Form
Lit No: HL-14744-12
Revised: 04/01/2015
Form ID: 5024
Publish: 04/17/2015
Details
Hartford Investment Financial Svcs - Annuities
Non-Natural Own Acknow - Cert of Corp Status
Lit No: HL-17325-3
Revised: 04/01/2015
Form ID: 5025
Publish: 04/17/2015
Details
Hartford Investment Financial Svcs - Annuities
NY Regulation 60 Authorization to Release Policy
Lit No: HL-14940-10
Revised: 04/01/2015
Form ID: 5027
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
NY Regulation 60 Guide for Agents and Producers
New York
Lit No: HL-14945-6
Revised: 04/01/2013
Form ID: 5028
Publish: 04/18/2013
Details
Hartford Investment Financial Svcs - Annuities
Replacement Form - NY
New York
Lit No: HL-14944
Revised: 04/01/2016
Form ID: 5029
Publish: 04/11/2016
Details
Hartford Investment Financial Svcs - Annuities
Woodbury Internet Partial Withdrawal/Telephone
Redemption Authorization
Lit No: HL-17369-18
Revised: 04/01/2015
Form ID: 5080
Publish: 06/02/2015
Details
Hartford Investment Financial Svcs - Annuities
NY Regulation 60 Internal/External
New York
Lit No: HL-14943
Revised: 04/01/2016
Form ID: 5228
Publish: 04/11/2016
Details
Hartford Investment Financial Svcs - Annuities
NY Regulation 60 Sales Material Checklist
Lit No: HL-14946-6
Revised: 04/01/2015
Form ID: 5229
Publish: 04/17/2015
Details
Hartford Investment Financial Svcs - Annuities
Roth IRA Conversion Transfer/Rollover Form
Lit No: HL-15803-4
Revised: 04/01/2015
Form ID: 5234
Publish: 04/17/2015
Details
Hartford Investment Financial Svcs - Annuities
Annuity Beneficiary Change Request
Lit No: HL-17247-17
Revised: 04/01/2015
Form ID: 5682
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Annuity Change Request and Instructions
Lit No: HL-15938-14
Revised: 04/01/2015
Form ID: 5683
Publish: 04/17/2015
Details
Hartford Investment Financial Svcs - Annuities
Annuity Ownership Change Request
Lit No: HL-13143-32
Revised: 04/01/2015
Form ID: 5931
Publish: 04/17/2015
Details
Hartford Investment Financial Svcs - Annuities
Required Minimum Distribution Request
not for use with 403(b) plans
Lit No: HL-14968-44
Revised: 04/01/2015
Form ID: 6992
Publish: 04/17/2015
Details
Hartford Investment Financial Svcs - Annuities
Variable Annuity Surrender Request
not for use with 403(b) plans
Lit No: HL-19850-28
Revised: 05/01/2016
Form ID: 7052
Publish: 05/01/2018
Details
Hartford Investment Financial Svcs - Annuities
Automatic Income Program Enrollment for VA
Not for use with 403(b) plans
Lit No: HL-16913-26
Revised: 04/01/2015
Form ID: 7833
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Annuity Asset Protection + Acknowledgement Form
Lit No: HL-15930
Revised: 06/01/2006
Form ID: 9286
Publish: 11/29/2011
Details
Hartford Investment Financial Svcs - Annuities
Transfer/Rollover of Tax Qualified Plan Assets
Lit No: HL-14743-15
Revised: 04/01/2015
Form ID: 9415
Publish: 04/17/2015
Details
Hartford Investment Financial Svcs - Annuities
Fixed Surrender for 403b
Lit No: HL-19844-22
Revised: 05/01/2016
Form ID: 10277
Publish: 05/31/2016
Details
Hartford Investment Financial Svcs - Annuities
Variable Surrender for 403b - cover sheet
Lit No: HL-19846-24
Revised: 05/01/2016
Form ID: 10278
Publish: 05/31/2016
Details
Hartford Investment Financial Svcs - Annuities
Fixed Surrender not for 403b form
Lit No: HL-19849-22
Revised: 05/01/2016
Form ID: 10279
Publish: 05/31/2016
Details
Hartford Investment Financial Svcs - Annuities
Trustee Certification
For use only in situations where a Trust is named as "Owner" of the pending or active policy.
Lit No: HL-19239 (10)
Revised: 10/01/2010
Form ID: 13231
Publish: 03/12/2012
Details
Hartford Investment Financial Svcs - Annuities
Electronic Funds Transfer/Direct Dep Auth Agreemnt
Lit No: HL-14349-12
Revised: 04/01/2015
Form ID: 13269
Publish: 04/17/2015
Details
Hartford Investment Financial Svcs - Annuities
Hartford - Investease Enrollment Instructions
All-In-One Enrollment Form.
Lit No: HL-16951-10
Revised: 04/01/2015
Form ID: 13357
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Automatic Income Enrollment - Fixed Annuity
Not for Use with 403(b) Plans
Lit No: HL-13388-10
Revised: 04/01/2015
Form ID: 13389
Publish: 04/17/2015
Details
Hartford Investment Financial Svcs - Annuities
Automatic Income Program Enrollment Form FA 403(b)
All-In-One Enrollment Form.
Lit No: HL-19987-7
Revised: 04/01/2015
Form ID: 14050
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Principal First Rider Benefit Amt Step-Up Election
The Hartford's Principal First Rider Benefit Amount Step-Up Election Form
Lit No: HL-20173-6
Revised: 04/01/2015
Form ID: 14098
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Surrender Request for VA Contracts
Contracts Continued by a Beneficiary
Lit No: HL-19970-18
Revised: 12/01/2015
Form ID: 14192
Publish: 12/07/2015
Details
Hartford Investment Financial Svcs - Annuities
Surrender Request Fixed Ann Contracts Cont by Ben
Lit No: HL-19969-18
Revised: 12/01/2015
Form ID: 14193
Publish: 12/07/2015
Details
Hartford Investment Financial Svcs - Annuities
Beneficiary Election Form
Beneficiary election form for primary beneficiaries electing a death benefit option
Lit No: HL-17927-4
Revised: 04/01/2015
Form ID: 14309
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Registered Investment Advisor Program Instructions
Lit No: HL-17022-10
Revised: 04/01/2015
Form ID: 14702
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Automatic Income Program Enrollment Form 403(b)
All-In-One Enrollment Form.
Lit No: HL-17249-8
Revised: 04/01/2015
Form ID: 14725
Publish: 06/02/2015
Details
Hartford Investment Financial Svcs - Annuities
403(b) Fixed Annuity Surrender Request
Lit No: HL-19843-19
Revised: 05/01/2016
Form ID: 14727
Publish: 05/31/2016
Details
Hartford Investment Financial Svcs - Annuities
Beneficiary Inherited IRA Transfer
Lit No: HL-17385-8
Revised: 04/01/2015
Form ID: 15059
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Ann Ownership Change Request for Qualified Plan
Lit No: HL-20208-10
Revised: 04/01/2015
Form ID: 15753
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Annuity Ownership Change Request for Qualified Pla
Lit No: HL-20209-3
Revised: 04/01/2015
Form ID: 15754
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Automatic Income Program Enrollment Form for VA
All-In-One Enrollment Form. Use for 403B
Lit No: HL-19986-9
Revised: 04/01/2015
Form ID: 15755
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Enhanced Due Diligence Questionnaire Procedures
Lit No: IH-5-2
Revised: 04/01/2008
Form ID: 15757
Publish: 12/12/2011
Details
Hartford Investment Financial Svcs - Annuities
Hartford Investor - Financial Professional
Lit No: HL-17384-3
Revised: 04/01/2015
Form ID: 16163
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Agent Certification - NC
North Carolina
Lit No: HL-20210-1
Revised: 04/01/2015
Form ID: 16380
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Trustee Certification Form
Lit No: HL-20112-4
Revised: 04/01/2015
Form ID: 16454
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
IRC Section 1035(a) NonQualified Tax-Free
Exchange Form for Income Annuity products
Lit No: HL-20334-1
Revised: 04/01/2015
Form ID: 17471
Publish: 04/23/2015
Details
Hartford Investment Financial Svcs - Annuities
Transfer/Rolloever of Tax-Qualified Plan Assets Fo
For Income Annuity Products
Lit No: HL-20336-1
Revised: 04/01/2015
Form ID: 17473
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Annuity Bene Change Request for Income Annuity Pro
Lit No: HL-20337-1
Revised: 04/01/2015
Form ID: 17474
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
EFT/Direct Deposit Authorization Agrmt for Income
Lit No: HL-20338-2
Revised: 04/01/2015
Form ID: 17475
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Annuity Ownership Change Request for Income Annuit
Lit No: HL-20339-0
Revised: 04/01/2015
Form ID: 17476
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Annuity Change Request for Income Annuity Products
Lit No: HL-20340-0
Revised: 04/01/2015
Form ID: 17477
Publish: 06/02/2015
Details
Hartford Investment Financial Svcs - Annuities
NY Regulation 60 Authorization to Release Policy
Lit No: HL-17284-4
Revised: 04/01/2015
Form ID: 19037
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Variable Annuity Surrender Request
USTIC only
Lit No: HL-19848-17
Revised: 05/01/2016
Form ID: 19038
Publish: 05/31/2016
Details
Hartford Investment Financial Svcs - Annuities
Variable Surrender for 403b - no cover sheet
Lit No: HL-19845-19
Revised: 05/01/2016
Form ID: 19039
Publish: 05/31/2016
Details
Hartford Investment Financial Svcs - Annuities
Fixed Annuity Surrender Request
Lit No: HL-19847-17
Revised: 05/01/2016
Form ID: 19047
Publish: 05/31/2016
Details
Hartford Investment Financial Svcs - Annuities
Switch Calculation Method of a 72(q) Program
Election Form to Switch the Calculation Method of a 72(q) Program to the Life Expectancy Method. For Non Qualified Plan Only
Lit No: HL-17889-4
Revised: 04/01/2015
Form ID: 19049
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
EFT/Direct Deposit Auth Agrmt
Lit No: HL-19950-2
Revised: 04/01/2015
Form ID: 19050
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
403(B) to IRA Plan Change Request Form
Lit No: HL-20507-2
Revised: 04/01/2015
Form ID: 20433
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
403(B) to IRA Plan Change Request Form - USTIC
Lit No: HL-20508-2
Revised: 04/01/2015
Form ID: 20434
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Important State Information Regarding Fraud
Lit No: Fraud-6
Revised: 05/01/2012
Form ID: 20510
Publish: 05/15/2012
Details
Hartford Investment Financial Svcs - Annuities
Registered Rep Individual Ann Change Request Form
Registered Representative Individual Annuity Change Request Form
Lit No: HL-16923-13
Revised: 04/01/2015
Form ID: 21053
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
403(b) VA Loan Application and Agreement
Lit No: HL-17252-1
Revised: 04/01/2015
Form ID: 21564
Publish: 06/02/2015
Details
Hartford Investment Financial Svcs - Annuities
Producer Data
Lit No: HL-16243-7
Revised: 04/01/2015
Form ID: 21565
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Required Minimum Distribution Request USTIC
Lit No: HL-17312-19
Revised: 04/01/2015
Form ID: 22337
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
RMD for 403(b) Contracts
Lit No: HL-17300-22
Revised: 04/01/2015
Form ID: 22338
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
RMD for 403(b) Contracts USTIC
Lit No: HL-17297-18
Revised: 04/01/2015
Form ID: 22339
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Principal First Preferred Termination Form
Lit No: HL-21128-0
Revised: 04/01/2015
Form ID: 22763
Publish: 06/02/2015
Details
Hartford Investment Financial Svcs - Annuities
Roth IRA Internal Conversion Form
Lit No: HL-17260-4
Revised: 04/01/2015
Form ID: 23222
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
For Payments Not From a Designated Roth Account
Lit No: HL-21142-0
Revised: 12/01/2009
Form ID: 23223
Publish: 01/17/2012
Details
Hartford Investment Financial Svcs - Annuities
Life Insurance And Ann Replacement Memorandum - AR
Saver Max
Lit No: HL-21177-0
Revised: 02/01/2010
Form ID: 23956
Publish: 03/13/2012
Details
Hartford Investment Financial Svcs - Annuities
Fraud Statement Notice
Lit No: HL-15883(10)
Revised: 03/01/2010
Form ID: 23970
Publish: 03/12/2012
Details
Hartford Investment Financial Svcs - Annuities
Personal Pension Account (PPA) Payout Request
Lit No: HL-21151-9
Revised: 04/01/2015
Form ID: 25917
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Third Party Authorization
Lit No: HL-17376-4
Revised: 04/01/2015
Form ID: 26260
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Payment By Mail
Lit No: HL-17020-6
Revised: 04/01/2015
Form ID: 26741
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Personal Pension Account (PPA) - Target Income Age
Lit No: HL-21127-3
Revised: 04/01/2015
Form ID: 26742
Publish: 06/02/2015
Details
Hartford Investment Financial Svcs - Annuities
Full Commutation of Personal Pension Acct Payouts
PPA
Lit No: HL-21140-7
Revised: 04/01/2015
Form ID: 26743
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Partial Commutation Personal Pension Acct Payouts
PPA
Lit No: HL-21150-9
Revised: 04/01/2015
Form ID: 26744
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Internet Partial Withdrawal/Telephone Redemption
Authorization for non-403(b) contracts only
Lit No: HL-21309-7
Revised: 04/01/2015
Form ID: 26766
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Internet Partial Withdrawal/Telephone Redemption
Authorization for 403(b) contracts only
Lit No: HL-21310-4
Revised: 04/01/2015
Form ID: 26767
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Claim Kit Beneficiary Validation
Lit No: HL-20198-2
Revised: 04/01/2015
Form ID: 27531
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Principle First Payout Option Election
Lit No: HL-17528-7
Revised: 04/01/2015
Form ID: 28199
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Fixed Index Annuity Surrender Request
Lit No: HL-21466-7
Revised: 05/01/2016
Form ID: 28200
Publish: 05/31/2016
Details
Hartford Investment Financial Svcs - Annuities
Request for Signature Guarantee
Lit No: HL-17360-1
Revised: 04/01/2015
Form ID: 29492
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Consumer Report Disclosure - CA
Lit No: HL-21648-0-CA
Revised: 05/01/2012
Form ID: 29493
Publish: 06/27/2012
Details
Hartford Investment Financial Svcs - Annuities
Annuity Option - For VA Prod (403,457,401)
Use for 403(b), 457, 401(a)/(k) plans
Lit No: HL-16580-9
Revised: 07/01/2014
Form ID: 31790
Publish: 08/01/2014
Details
Hartford Investment Financial Svcs - Annuities
Automatic Income Enrollment - Putnam Hartford VA
Not for Use with 403(b) Plans
Lit No: HL-17383-5
Revised: 04/01/2015
Form ID: 31791
Publish: 06/02/2015
Details
Hartford Investment Financial Svcs - Annuities
Annuity Option - Fixed Plans (For 403,457,401)
Lit No: HL-16908-8
Revised: 04/01/2015
Form ID: 31792
Publish: 04/17/2015
Details
Hartford Investment Financial Svcs - Annuities
Annuity Option Request for Fixed Annuity Products
All plan types except 403(b), 457 and 401(a)/(k) plans
Lit No: HL-16907-12
Revised: 04/01/2015
Form ID: 31793
Publish: 04/17/2015
Details
Hartford Investment Financial Svcs - Annuities
Annuity Option Request Variable Annuity Products
All plan types except 403(b), 457 and 401(a)/(k) plans
Lit No: HL-16581-20
Revised: 08/01/2015
Form ID: 31794
Publish: 08/19/2015
Details
Hartford Investment Financial Svcs - Annuities
Non-Natural Owner Acknowledgement and
Certification Form
Lit No: HL-21669TUJA
Revised: 01/01/2013
Form ID: 31998
Publish: 04/02/2013
Details
Hartford Investment Financial Svcs - Annuities
Transfer of Ownership
Lit No: HL-101955JA
Revised: 01/01/2013
Form ID: 31999
Publish: 04/02/2013
Details
Hartford Investment Financial Svcs - Annuities
Substantially Equal Periodic Payments Program
Under I.R.C. Sections 72(q) or 72(t) Enrollment Form
Lit No: HL-17279-6
Revised: 04/01/2015
Form ID: 32560
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Automatic Income Program Enrollment Form
Not for Use with 403(b) Plans
Lit No: HL-17282-10
Revised: 04/01/2015
Form ID: 32561
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Trustee Certification Form
Lit No: HL-20113-1
Revised: 04/01/2015
Form ID: 32563
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Automatic Income Program Enrollment Form
for Fixed Index Annuity Contracts
Lit No: HL-21467-4
Revised: 04/01/2015
Form ID: 32564
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Instructions for Direct Transfer Payments
Lit No: HL-20200-3
Revised: 04/01/2015
Form ID: 32565
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
LIB II/LIB Selects/LIB Portfolios Charge Increase
Lit No: HL-21019-1
Revised: 04/01/2015
Form ID: 33236
Publish: 04/17/2015
Details
Hartford Investment Financial Svcs - Annuities
Lifetime Income Builder Charge Increase Form
Lit No: HL-21018-1
Revised: 04/01/2015
Form ID: 33237
Publish: 04/17/2015
Details
Hartford Investment Financial Svcs - Annuities
IRC Section 1035(a) Outgoing Non-qualified Partial
Exchange Request
Lit No: HL-17888-5
Revised: 04/01/2015
Form ID: 33814
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
USTIC/Fortis - Investease Enrollment Instructions
Lit No: HL-17321-4
Revised: 04/01/2015
Form ID: 34329
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Annuitant Option Election
for Individual Non-Qualified Variable Annuity and CRC Select Contracts when the Annuitant Predeceases the Contract Owner
Lit No: HL-21355-6
Revised: 04/01/2015
Form ID: 34753
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Withholding Certificate for Pension or Annuity- NC
Payments
Lit No: NC-4P
Revised: 10/01/2012
Form ID: 35675
Publish: 03/03/2014
Details
Hartford Investment Financial Svcs - Annuities
ESV (2014) Surrender Request not for 403(b) Plans
Lit No: HL-21696-1
Revised: 04/01/2015
Form ID: 36859
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
ESV (2014) Surrender Request for 403(b) Plans
Lit No: HL-21697-1
Revised: 04/01/2015
Form ID: 36861
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Annuity Option Request for Putnam Hartford VA
All plan types except 403(b), 457 and 401(a)/(k) plans
Lit No: HL-16636-9
Revised: 04/01/2015
Form ID: 37033
Publish: 04/17/2015
Details
Hartford Investment Financial Svcs - Annuities
Fixed Annuity Payout Option Request
For Fixed Annuity Products All plan types except 403(b), 457 and 401(a)/(k) plans
Lit No: HL-19917-1
Revised: 04/01/2015
Form ID: 37078
Publish: 06/03/2015
Details
Hartford Investment Financial Svcs - Annuities
USTIC Fixed Annuity Payout Option Request
For Fixed Annuity Products All plan types except 403(b), 457 and 401(a)/(k) plans
Lit No: HL-19918-1
Revised: 04/01/2015
Form ID: 37079
Publish: 06/03/2015
Details
Hartford Investment Financial Svcs - Annuities
USTIC / Fortis Variable Annuity Payout Option
Request. For all plan types except 403(b), 457 and 401(a)/(k) plans.
Lit No: HL-17290-4
Revised: 04/01/2015
Form ID: 37096
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
USTIC / Fortis Fixed Annuity Payout Option Request
For Fixed Annuity Products All plan types except 403(b), 457 and 401(a)/(k) plans
Lit No: HL-17291-4
Revised: 04/01/2015
Form ID: 37097
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Income Preferred Guaranteed Payout Plan Enrollment
Lit No: HL-17370-2
Revised: 04/01/2015
Form ID: 37098
Publish: 06/02/2015
Details
Hartford Investment Financial Svcs - Annuities
USTIC Internet Partial Withdrawal/Phone Redemption
Authorization. For non-403(b) contracts only
Lit No: HL-21472-2
Revised: 04/01/2015
Form ID: 37099
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
USTIC / Fortis FA Payout Option (403b ,457,401a/k)
Lit No: HL-17292-3
Revised: 04/01/2015
Form ID: 37495
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
USTIC / Fortis VA Payout Option (403b ,457,401a/k)
Request. Use for 457 and 401(a)/(k) plans.
Lit No: HL-17289-2
Revised: 04/01/2015
Form ID: 37568
Publish: 06/02/2015
Details
Hartford Investment Financial Svcs - Annuities
Fixed Annuity Payout Option Request for 403(b)
Lit No: HL-17318-3
Revised: 04/01/2015
Form ID: 37774
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Variable Annuity Payout Option Request for 403(b)
Lit No: HL-17319-3
Revised: 04/01/2015
Form ID: 37775
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
USTIC Internet Partial Withdrawal for 403(b)
Telephone Redemption Authorization
Lit No: HL-21473-2
Revised: 04/01/2015
Form ID: 37777
Publish: 04/20/2015
Details
Hartford Investment Financial Svcs - Annuities
Recharacterize a ROTH to a Traditional IRA
Lit No: HL-15806-1
Revised: 04/01/2015
Form ID: 40974
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Non-Natural Owner Acknowledgement
Lit No: HL-16008-6
Revised: 04/01/2015
Form ID: 40975
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Registered Representative Assistant Authorization
Lit No: HL-16226-7
Revised: 04/01/2015
Form ID: 40976
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Surrender Request Annuitized Variable Contracts
Lit No: HL-16365-7
Revised: 04/01/2015
Form ID: 40977
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Annual Benefit Leveling (ABL) Request
For Variable Payout Annuitized Contracts
Lit No: HL-17017-1
Revised: 04/01/2015
Form ID: 40978
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Beneficiary Designation w/Death Benefit Election
For Annuitized Contracts
Lit No: HL-17018-3
Revised: 04/01/2015
Form ID: 40979
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Roth IRA Conversion Transfer / Rollover
Lit No: HL-17258-2
Revised: 04/01/2015
Form ID: 40980
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Annuity Change Request
Lit No: HL-17270-44
Revised: 04/01/2015
Form ID: 40981
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Transfer / Rollover of Tax-Qualified Plan Assets
Lit No: HL-17272-3
Revised: 04/01/2015
Form ID: 40982
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Payment By Mail
Lit No: HL-17275-2
Revised: 04/01/2015
Form ID: 40983
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
EFT / Direct Deposit Authorization
Electronic Funds Transfer
Lit No: HL-17278-3
Revised: 04/01/2015
Form ID: 40984
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Reg 60 Sales Material Checklist - NY
Lit No: HL-17285-2
Revised: 04/01/2015
Form ID: 40985
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Registered Rep Individual Annuity Change Request
USTIC
Lit No: HL-17288-6
Revised: 04/01/2015
Form ID: 40986
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Internet Partial Withdrawal/Telephone Redemption
Lit No: HL-17294-13
Revised: 04/01/2015
Form ID: 40987
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Life Expectancy Method for Meeting Exception 72t
USTIC, For Qualified Plans Only
Lit No: HL-17496-3
Revised: 04/01/2015
Form ID: 40988
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Checkless Submission
One Time EFT / ACH
Lit No: HL-19681-3
Revised: 04/01/2015
Form ID: 40989
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Beneficiary Information - Income Security
Lit No: HL-19916-1
Revised: 04/01/2015
Form ID: 40990
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
1035(a) Non-Qualified Tax-Free Exchange
For Income Annuity Products
Lit No: HL-19979-1
Revised: 04/01/2015
Form ID: 40991
Publish: 04/23/2015
Details
Hartford Investment Financial Svcs - Annuities
1035(a) Non-Qualified Nontaxable Partial Exchange
For Income Annuity Products
Lit No: HL-19983-1
Revised: 04/01/2015
Form ID: 40992
Publish: 04/23/2015
Details
Hartford Investment Financial Svcs - Annuities
Transfer/Rollover of Tax-Qualified Plan Assets
For Income Annuity Products
Lit No: HL-19984-1
Revised: 04/01/2015
Form ID: 40993
Publish: 04/23/2015
Details
Hartford Investment Financial Svcs - Annuities
Roth IRA Conversion Transfer / Rollover
For Income Annuity Products
Lit No: HL-19985-1
Revised: 04/01/2015
Form ID: 40994
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Simple Income Solution Full Commutation Request
For Income Annuity Products
Lit No: HL-20211-3
Revised: 04/01/2015
Form ID: 40995
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Partial Commutation Request
For Income Annuity Products
Lit No: HL-20467-3
Revised: 04/01/2015
Form ID: 40996
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Full Commutation Request
For Income Annuity Products
Lit No: HL-20468-3
Revised: 04/01/2015
Form ID: 40997
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Taxpayer Certification and Withholding Election
For Income Annuity Products
Lit No: HL-20470-2
Revised: 04/01/2015
Form ID: 40998
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
IRA ACD Beyond Age 70 ½ Disclosure
For Income Annuity Products
Lit No: HL-21122-1
Revised: 04/01/2015
Form ID: 40999
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Notice of Background Check Disclosure
Lit No: HL-21198-1
Revised: 04/01/2015
Form ID: 41000
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Beneficiary Information Lump Sum
Lit No: HL-21626-4
Revised: 04/01/2015
Form ID: 41001
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Beneficiary Info for Taxable Structured Settlement
Lit No: HL-21627-4
Revised: 04/01/2015
Form ID: 41002
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Beneficiary Information for Annuity Contracts
Lit No: HL-21628-5
Revised: 04/01/2015
Form ID: 41003
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Claimant Statement Continue Payments
Lit No: HL-21631-4
Revised: 04/01/2015
Form ID: 41004
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Claimant Statement Lump Sum
Lit No: HL-21634
Revised: 04/01/2015
Form ID: 41005
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Annuity Forms Information Cover Sheet
Lit No: HL-21686-2
Revised: 04/01/2015
Form ID: 41006
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Annuity Beneficiary Change Request
USTIC
Lit No: HL-17389-10
Revised: 04/01/2015
Form ID: 41007
Publish: 04/22/2015
Details
Hartford Investment Financial Svcs - Annuities
Power of Attorney
Lit No: MF-10102-1
Revised: 10/01/2017
Form ID: 58903
Publish: 10/06/2017
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
AIG Annuities - Index
AIG Annuities - Variable
AIG Annuities - Variable NY
AIG Funds
Alger Funds
Alliance Bernstein
Allianz Global Investors
Allianz Life Insurance Company of North America
Allstate Life Insurance Company
Amana Mutual Fund
American Beacon
American Century Investments
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
API Funds
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Ascendant Capital --NEW--
Aspire Financial Services
ATEL Capital Group
Athene Annuity
Ave Maria
AXA Equitable - Annuities
AXA Equitable - Life Insurance
Behringer Harvard Securities
Bel Air Investment Advisors LLC
Berwyn Funds
Black Creek Group
BlackRock
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Cantor Fitzgerald
Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CLS Investments
CNL
College Choice 529
Columbia Threadneedle
Community National Bank
Cottonwood Residential --NEW--
Country Financial
Cypress Leasing
Davis Funds
Delaware Investments
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co --NEW--
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
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
Grant Park Funds
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Annuities
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Henderson Global Investors
Hennessy Funds
Highland Capital Management
Highmark Funds
Hines
Homestead Funds
Horizon Investments
Huntington Funds
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
Jensen Funds
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities --NEW--
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lightstone Capital Markets
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lodging Opportunity Fund, REIT --NEW--
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
MFS Investment Management
Midland IRA --NEW--
Midland National Life
Midland Retirement Distributors
Moody National REIT
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Annuities
Nationwide Insurance
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
NorthStar
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Ohio National - Annuities
OneAmerica Securities
Oppenheimer Funds
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
Rainier Capital Management
RBC Capital Markets
Redwood Mortgage Investors
Reef Oil & Gas Partners LP
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties --NEW--
Rodin Global Property Trust
Royal Alliance
Royce Funds
RS Investments
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
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
Thompson IM
Thornburg Investment Management
Time Equities --NEW--
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
Trust Company of America
US Bank
US Government
VALIC
Van Eck Global
Vanguard Funds
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
Westcore Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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