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Jackson National Life Insurance Company
Direct Rollover Indemnification Agreement
Lit No: X3203
Revised: 05/01/2009
Form ID: 3264
Publish: 07/22/2011
Details
Jackson National Life Insurance Company
Systematic Investment - CW
Perspective, Perspective II, Perspective Rewards, Perspective Focus, Perspective L Series
Lit No: V2375
Revised: 09/01/2017
Form ID: 3267
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Variable Annuity Systematic Withdrawal Request- CW
For all states except: NY
Lit No: V4370
Revised: 09/01/2017
Form ID: 3268
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Request for Transfer or Exchange of Assets
For External Exchanges
Lit No: X3783
Revised: 09/01/2014
Form ID: 4547
Publish: 09/11/2014
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - Combo
For Life Insurance or Annuity. For AL, AZ, CO, HI, LA, MD, ME, MO, MS, MT, NC, NE, NH, NM, OH, OR, RI, SC, SD, TX, WI, WV
Lit No: X0512COMBO
Revised: 11/01/2013
Form ID: 4548
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Annuity Service Request - CW
Lit No: X0365
Revised: 03/01/2018
Form ID: 5841
Publish: 03/08/2018
Details
Jackson National Life Insurance Company
Pre-Authorized Charge for EFT - CW
Lit No: X0297
Revised: 04/01/2017
Form ID: 8421
Publish: 04/20/2017
Details
Jackson National Life Insurance Company
Variable Annuity Good Order Checklist - CW
Lit No: V3848
Revised: 12/01/2017
Form ID: 8422
Publish: 12/28/2017
Details
Jackson National Life Insurance Company
Fixed Annuity Systematic Withdrawal Request
Lit No: X2055
Revised: 07/01/2017
Form ID: 9392
Publish: 07/13/2017
Details
Jackson National Life Insurance Company
Fixed Annuity Periodic Income Payment Request
Lit No: X2635
Revised: 07/01/2017
Form ID: 9393
Publish: 07/13/2017
Details
Jackson National Life Insurance Company
Fund Transfer Req/Future Allocations Change
For Perspective, Perspective II, Perspective Focus, Perspective L Series
Lit No: V4382
Revised: 09/01/2017
Form ID: 10396
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Telephone/Electronic Authorization Request
Lit No: V3782
Revised: 09/01/2016
Form ID: 10397
Publish: 09/15/2016
Details
Jackson National Life Insurance Company
VA Partial Withdrawal/Surrender Request - CW
Used for withdrawals on variable annuities.
Lit No: V3781
Revised: 09/01/2017
Form ID: 10398
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Perspective Advisors II Directed Transfer
Lit No: V4490
Revised: 09/01/2017
Form ID: 10402
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Annuity Partial or Full Liquidation Request
For all states except: NY
Lit No: X3101
Revised: 03/01/2018
Form ID: 10736
Publish: 03/08/2018
Details
Jackson National Life Insurance Company
Beneficiary Designation
With a Preselected Death Benefit Election for Nonqualified and IRA Annuity Contracts Only
Lit No: X4219
Revised: 09/01/2016
Form ID: 10859
Publish: 09/15/2016
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - FL
For Life Insurance or Annuity
Lit No: X0512FL
Revised: 07/01/2013
Form ID: 11137
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
State Replacement Regulations - CW
Lit No: XADV5790
Revised: 06/01/2014
Form ID: 11377
Publish: 10/09/2014
Details
Jackson National Life Insurance Company
Trustee Certification of Investment Powers
Lit No: X5335
Revised: 10/01/2013
Form ID: 13807
Publish: 11/17/2017
Details
Jackson National Life Insurance Company
Indemnification Agreement and Form W-9 - CW
Nonnatural Person and Form W-9
Lit No: X2909
Revised: 04/01/2015
Form ID: 13809
Publish: 04/23/2015
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - MN
For Life Insurance or Annuity
Lit No: X0512MN
Revised: 11/01/2013
Form ID: 13810
Publish: 03/23/2018
Details
Jackson National Life Insurance Company
Terminal Illness Benefit Disclosure - MA
Lit No: X4101MA
Revised: 12/01/2017
Form ID: 13866
Publish: 12/28/2017
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - MA
For Life Insurance or Annuity
Lit No: X0512MA
Revised: 11/01/2013
Form ID: 13868
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Medi-Cal Eligibility and Recovery - CA
Notice Regarding Standards for MEDI-CAL Eligibility and Recovery in California. For Distribution by Insurers, Agents, and Brokers
Lit No: X3856CA
Revised: 04/01/2017
Form ID: 13905
Publish: 04/20/2017
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - CA
For Life Insurance or Annuity
Lit No: X0512CA
Revised: 07/01/2013
Form ID: 13908
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Juvenile Beneficiary Trustee Designation
All states except NY
Lit No: X1335
Revised: 04/01/2015
Form ID: 13938
Publish: 04/23/2015
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - IN
For Life Insurance or Annuity
Lit No: X0512IN
Revised: 11/01/2013
Form ID: 14077
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Beneficiary Designation - NY
With a Preselected Death Benefit Election - Nonqualified and IRA Annuity Contracts ONLY
Lit No: N4219
Revised: 09/01/2016
Form ID: 14169
Publish: 09/15/2016
Details
Jackson National Life Insurance Company
Replacement of Life Insurance or Annuities - NY
Lit No: N0512A
Revised: 09/01/2015
Form ID: 14170
Publish: 09/24/2015
Details
Jackson National Life Insurance Company
Regulation 60 Authorization to Disclose Policy -NY
Used for variable, fixed, immediate, Optimax, Target Select, and Pathfinder products when there is a replacement.
Lit No: N3512
Revised: 01/01/2013
Form ID: 14172
Publish: 07/07/2016
Details
Jackson National Life Insurance Company
Trustee Certification of Investment Powers - NY
Lit No: N5335
Revised: 10/01/2013
Form ID: 14174
Publish: 01/10/2014
Details
Jackson National Life Insurance Company
Systematic Investment - NY
Perspective, Perspective II, Perspective Focus, Perspective L Series
Lit No: NV2375
Revised: 09/01/2017
Form ID: 14175
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Regulation 60 Authorization to Disclose Policy- NY
Information. Variable Annuity
Lit No: NV3512
Revised: 09/01/2017
Form ID: 14176
Publish: 04/26/2018
Details
Jackson National Life Insurance Company
Sales Material Checklist - NY
Lit No: NV3557
Revised: 09/01/2016
Form ID: 14177
Publish: 01/19/2017
Details
Jackson National Life Insurance Company
Telephone/Electronic Authorization Request - NY
Lit No: NV3782
Revised: 09/01/2016
Form ID: 14178
Publish: 09/15/2016
Details
Jackson National Life Insurance Company
Authorization for Release of Health-Related Info
Lit No: X5728
Revised: 12/01/2014
Form ID: 14411
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Variable Annuity Commission Option Election
Lit No: V3779
Revised: 05/01/2009
Form ID: 15060
Publish: 07/22/2011
Details
Jackson National Life Insurance Company
VA Good Order Checklist - NY
Lit No: NV3848
Revised: 09/01/2017
Form ID: 15416
Publish: 04/26/2018
Details
Jackson National Life Insurance Company
Systematic Investment - NY
Perspective Advisors II - Variable Annuity
Lit No: NV4475
Revised: 09/01/2017
Form ID: 15419
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Perspective Advisors II Directed Transfer - NY
Perspective II - Perspective L Series - Perspective Advisors II
Lit No: NV4490
Revised: 09/01/2017
Form ID: 15421
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Systematic Investment - CW
For Perspective Advisors Variable Annuity, Perspective Advantage Variable Annuity
Lit No: V4277
Revised: 09/01/2017
Form ID: 15423
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Systematic Investment Perspective Advisors II
Perspective Advisors II - Variable Annuity
Lit No: V4475
Revised: 09/01/2017
Form ID: 15424
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Systematic Investment - Retirement Latitudes
Fixed and Variable Annuity
Lit No: V5385
Revised: 09/01/2017
Form ID: 15426
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Multiple Ownership Designation
Supplement to the Application
Lit No: X1006
Revised: 01/01/2016
Form ID: 15427
Publish: 01/19/2016
Details
Jackson National Life Insurance Company
Retirement Latitudes Application - CW
Lit No: V630
Revised: 09/01/2017
Form ID: 15479
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Retirement Latitudes Application - A
Available to: AL,CT,DC,DE,ND,NJ,PA,SD
Lit No: V630A
Revised: 09/01/2017
Form ID: 15480
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Retirement Latitudes Application - B
Available to: AK,MN,MO,OR
Lit No: V630B
Revised: 09/01/2017
Form ID: 15481
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Retirement Latitudes Application - FL
Lit No: V630FL
Revised: 09/01/2017
Form ID: 15485
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Retirement Latitudes Application - MA
Lit No: V630MA
Revised: 09/01/2017
Form ID: 15488
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Retirement Latitudes Application - WA
Lit No: V630WA
Revised: 09/01/2017
Form ID: 15496
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Systematic Investment - CW
Fifth Third Perspective
Lit No: FT2375
Revised: 09/01/2017
Form ID: 16463
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Systematic Investment - NY
Perspective Advisors Fixed and Variable Annuity
Lit No: NV3109
Revised: 09/01/2017
Form ID: 16465
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Fund Transfer Request/Future Allocations - NY
Change. For Perspective, Perspective II, Perspective Focus, Perspective Rewards, and Perspective L
Lit No: NV4382
Revised: 09/01/2017
Form ID: 16466
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Fund Transfer Request/Future Allocations - NY
Change. For Perspective Advisors II
Lit No: NV4482
Revised: 09/01/2017
Form ID: 16468
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Fund Transfer Request/Future Allocations Change NY
For Perspective Advisors Fixed and Variable Annuity
Lit No: NV4278
Revised: 09/01/2017
Form ID: 16469
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
FutureGuard 6 GMIB Automatic Step-Up
Guaranteed Minimum Income Benefit. Election/Cancellation Form for Perspective II, Perspective L-Series, Perspective Advisors II, and Retirement Latitudes
Lit No: V6237
Revised: 07/01/2016
Form ID: 16470
Publish: 07/07/2016
Details
Jackson National Life Insurance Company
Fund Trans Req/Future Alloc Change
Fund Transfer Request/Future Allocations Change for Retirement Latitudes Variable Annuity
Lit No: V5482
Revised: 09/01/2017
Form ID: 16472
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Fund Trans Req/Future Alloc Change CSRA
Fixed and Variable Annuity Fund Transfer Request/Future Allocations Change for Curiangard Simplified Retirement Annuity
Lit No: V5582
Revised: 09/01/2017
Form ID: 16473
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Fund Trans Req/Future Alloc Change
For Perspective Advisors II
Lit No: V4482
Revised: 09/01/2017
Form ID: 16475
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
CSRA Systematic Investment
Curiangard Simplified Retirement Annuity Fixed and Variable Annuity
Lit No: V5575
Revised: 09/01/2017
Form ID: 16476
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Optional Benefit Election - CW
Guaranteed Minimum Withdrawal Benefit
Lit No: V4390
Revised: 09/01/2017
Form ID: 16477
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Fund Transfer Request/Future Allocations - CW
For Perspective Advisors and Perspective Advantage
Lit No: V4282
Revised: 09/01/2017
Form ID: 16479
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Fund Transfer Request/Future Allocations - NY
Variable Life
Lit No: NV3082
Revised: 09/01/2017
Form ID: 16480
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Fund Transfer Request/Future Allocations - CW
Lit No: FT4382
Revised: 09/01/2017
Form ID: 16482
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Fund Transfer Request/Future Allocations Change
Curiangard Simplified Retirement Annuity -Fixed and Variable Annuity - Funds Transfer Request/Future Allocations Change
Lit No: NV5582
Revised: 09/01/2017
Form ID: 16485
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Optional Benefit Election - NY
Guaranteed Minimum Withdrawal Benefit
Lit No: NV4390
Revised: 09/01/2017
Form ID: 16486
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - NJ
For Life Insurance or Annuity
Lit No: X0512NJ
Revised: 11/01/2013
Form ID: 16647
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Single Premium Immediate Fixed Annuity App - FL
Lit No: X0919FL
Revised: 11/01/2014
Form ID: 16700
Publish: 11/06/2014
Details
Jackson National Life Insurance Company
Single Premium Immediate Fixed Annuity App - CA
Lit No: X0919CA
Revised: 11/01/2014
Form ID: 16701
Publish: 11/06/2014
Details
Jackson National Life Insurance Company
Single Premium Immediate Fixed Annuity App - Multi
Lit No: X0919A
Revised: 11/01/2014
Form ID: 16702
Publish: 11/06/2014
Details
Jackson National Life Insurance Company
Single Premium Immediate Fixed Annuity App - NY
Lit No: N0919
Revised: 11/01/2014
Form ID: 16703
Publish: 11/06/2014
Details
Jackson National Life Insurance Company
Juvenile Beneficiary Trustee Designation - NY
Lit No: N1335
Revised: 04/01/2015
Form ID: 16705
Publish: 04/23/2015
Details
Jackson National Life Insurance Company
Beneficiary Designation Supplement - NY
Lit No: N3041
Revised: 09/01/2016
Form ID: 16707
Publish: 09/15/2016
Details
Jackson National Life Insurance Company
Fixed Annuity Good Order Checklist - NY
Lit No: N3848
Revised: 07/01/2016
Form ID: 16709
Publish: 07/07/2016
Details
Jackson National Life Insurance Company
Producer/Rep as Trustee, Bene, or Owner - NY
Acknowledgment / Indemnification
Lit No: N3859
Revised: 11/01/2014
Form ID: 16710
Publish: 11/06/2014
Details
Jackson National Life Insurance Company
Trustee Certification of Investment Powers - NY
For Optimax
Lit No: N5335G
Revised: 10/01/2013
Form ID: 16724
Publish: 01/10/2014
Details
Jackson National Life Insurance Company
Beneficiary Designation for Optimax - NY
Beneficiary Designation With a Preselected Death Benefit Election - Nonqualified and IRA Annuity Contracts Only
Lit No: N4219G
Revised: 09/01/2016
Form ID: 16725
Publish: 09/15/2016
Details
Jackson National Life Insurance Company
Multiple Ownership Designation - NY
For Optimax
Lit No: N1006G
Revised: 01/01/2016
Form ID: 16726
Publish: 01/19/2016
Details
Jackson National Life Insurance Company
Multiple Ownership Designation - NY
Lit No: N1006
Revised: 01/01/2016
Form ID: 16727
Publish: 01/19/2016
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - KY
For Life Insurance or Annuity
Lit No: X0512KY
Revised: 11/01/2013
Form ID: 16730
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - VA
For Life Insurance or Annuity
Lit No: X0512VA
Revised: 11/01/2013
Form ID: 16731
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Consumer Suitability Acknowledgment
Available to all states EXCEPT: CO, CT, DC, FL, GA, HI, IA,ID, KY, MD, MS,MT, NH, ND, NJ, OH, OR, RI, SC, WI, WV
Lit No: X0950
Revised: 03/01/2013
Form ID: 16732
Publish: 05/17/2013
Details
Jackson National Life Insurance Company
Buyer's Guide to Fixed Deferred Annuities
For AZ, MT, OH and WV.
Lit No: X1292A
Revised: 10/01/2013
Form ID: 16733
Publish: 10/10/2013
Details
Jackson National Life Insurance Company
Fixed Annuity Good Order Checklist - CW
Lit No: X3643
Revised: 11/01/2015
Form ID: 16737
Publish: 11/19/2015
Details
Jackson National Life Insurance Company
Producer/Rep as Trustee, Bene, or Owner - CW
Acknowledgment / Indemnification
Lit No: X3859
Revised: 11/01/2014
Form ID: 16738
Publish: 11/06/2014
Details
Jackson National Life Insurance Company
Notice of Senior In-Home Presentation - CA
Lit No: XADV11103
Revised: 02/01/2013
Form ID: 16740
Publish: 01/28/2013
Details
Jackson National Life Insurance Company
Binding Arbitration Agreement - MS
Lit No: Z3121
Revised: 02/01/2009
Form ID: 16742
Publish: 07/22/2011
Details
Jackson National Life Insurance Company
Internal Replacement Disclosure - FL
Lit No: X2614FL
Revised: 06/01/2013
Form ID: 16769
Publish: 06/13/2013
Details
Jackson National Life Insurance Company
Qualified Annuity Loan Application and Agreement
Lit No: X3381
Revised: 12/01/2008
Form ID: 16771
Publish: 07/22/2011
Details
Jackson National Life Insurance Company
Annuity Service Request - NY
Lit No: N0365
Revised: 01/01/2017
Form ID: 16772
Publish: 01/19/2017
Details
Jackson National Life Insurance Company
Collateral Assignment - NY
Lit No: N0642
Revised: 08/01/2009
Form ID: 16773
Publish: 03/04/2014
Details
Jackson National Life Insurance Company
Release of Assignment - NY
Lit No: N0901
Revised: 04/01/2015
Form ID: 16774
Publish: 04/23/2015
Details
Jackson National Life Insurance Company
Direct Deposit Request for Annuity Contract - NY
Direct Deposit Request for Annuity Contract Payments
Lit No: N1091
Revised: 07/01/2017
Form ID: 16775
Publish: 07/13/2017
Details
Jackson National Life Insurance Company
Annuity Death Benefit Claim - NY
For NY only
Lit No: NZ1142
Revised: 03/01/2015
Form ID: 16776
Publish: 03/12/2015
Details
Jackson National Life Insurance Company
Request to Change Servicing Producer/Rep - NY
Lit No: N1817
Revised: 04/01/2015
Form ID: 16777
Publish: 04/23/2015
Details
Jackson National Life Insurance Company
Affidavit of Lost Policy/Contract - NY
Lit No: N2028
Revised: 04/01/2015
Form ID: 16778
Publish: 04/23/2015
Details
Jackson National Life Insurance Company
Designated Beneficiary Hold Harmless Agrmt - NY
Lit No: N2907
Revised: 09/01/2016
Form ID: 16779
Publish: 09/15/2016
Details
Jackson National Life Insurance Company
Special Tax Notice Regarding Plan Dist - NY
Lit No: N3356
Revised: 01/01/2008
Form ID: 16780
Publish: 07/22/2011
Details
Jackson National Life Insurance Company
Request for Transfer or Exchange of Assets - NY
This non "G" version should now be used for external transfers on all products except Optimax.
Lit No: N3783
Revised: 09/01/2014
Form ID: 16781
Publish: 09/11/2014
Details
Jackson National Life Insurance Company
Collateral Assignment
Lit No: X0642
Revised: 05/01/2009
Form ID: 16783
Publish: 07/22/2011
Details
Jackson National Life Insurance Company
Release of Assignment
Lit No: X0901
Revised: 04/01/2015
Form ID: 16784
Publish: 04/23/2015
Details
Jackson National Life Insurance Company
Direct Deposit Request for Ann Contract Payments
Lit No: X1091
Revised: 07/01/2017
Form ID: 16785
Publish: 07/13/2017
Details
Jackson National Life Insurance Company
Request to Change Servicing Producer/Rep
Lit No: X1817
Revised: 04/01/2015
Form ID: 16786
Publish: 04/23/2015
Details
Jackson National Life Insurance Company
Affidavit of Lost Policy/Contract
Lit No: X2028
Revised: 04/01/2015
Form ID: 16787
Publish: 04/23/2015
Details
Jackson National Life Insurance Company
Designated Beneficiary Hold Harmless Agrmt
Lit No: X2907
Revised: 09/01/2016
Form ID: 16789
Publish: 09/15/2016
Details
Jackson National Life Insurance Company
Special Tax Notice Regarding Plan Dist
Lit No: X3356
Revised: 01/01/2008
Form ID: 16790
Publish: 07/22/2011
Details
Jackson National Life Insurance Company
Request for Fixed/FIA Outgoing Transfer
Request for Fixed/Fixed Index Annuity Outgoing Transfer or Exchange of Assets
Lit No: X3993
Revised: 03/01/2018
Form ID: 16792
Publish: 03/08/2018
Details
Jackson National Life Insurance Company
Statement of Physician - CW
All states except NY
Lit No: Z0188
Revised: 04/01/2015
Form ID: 16793
Publish: 04/23/2015
Details
Jackson National Life Insurance Company
Annuity Death Benefit Claim - CW
Variable Annuity Death Benefit Claim Form: All States Except: NJ and NY
Lit No: Z1142
Revised: 03/01/2018
Form ID: 16794
Publish: 03/08/2018
Details
Jackson National Life Insurance Company
Immediate Annuity Good Order Checklist
Lit No: X3644
Revised: 11/01/2015
Form ID: 16816
Publish: 11/19/2015
Details
Jackson National Life Insurance Company
Trad Fixed & Guaranteed Period Annuity - NY
Sales Material Checklist - Regulation 60
Lit No: N3557
Revised: 07/01/2014
Form ID: 16845
Publish: 07/10/2014
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - UT
For Life Insurance or Annuity
Lit No: X0512UT
Revised: 11/01/2013
Form ID: 17855
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - GA
For Life Insurance or Annuity
Lit No: X0512GA
Revised: 11/01/2013
Form ID: 18080
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Pre-Authorized Charge for EFT - NY
Electronic Funds Transfer From Bank Account
Lit No: N0297
Revised: 04/01/2017
Form ID: 19083
Publish: 04/20/2017
Details
Jackson National Life Insurance Company
Notice Regarding Replacement (Annuity)- NV
For Annuity
Lit No: X0512NV-A
Revised: 11/01/2013
Form ID: 19398
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - PA
For Life Insurance or Annuity
Lit No: X0512PA
Revised: 07/01/2013
Form ID: 22086
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - AK
For Life Insurance or Annuity
Lit No: X0512AK
Revised: 11/01/2013
Form ID: 22087
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - AR
For Life Insurance or Annuity
Lit No: X0512AR
Revised: 11/01/2013
Form ID: 22088
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - DE
For Life Insurance or Annuity
Lit No: X0512DE
Revised: 07/01/2013
Form ID: 22089
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - ID
For Life Insurance or Annuity
Lit No: X0512ID
Revised: 07/01/2013
Form ID: 22090
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - KS Internal
For Life Insurance or Annuity
Lit No: X0512IKS
Revised: 11/01/2013
Form ID: 22091
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - IL
For Life Insurance or Annuity
Lit No: X0512IL
Revised: 11/01/2013
Form ID: 22092
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - KS External
For Life Insurance or Annuity
Lit No: X0512KS
Revised: 11/01/2013
Form ID: 22093
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - OK
For Life Insurance or Annuity
Lit No: X0512OK
Revised: 11/01/2013
Form ID: 22095
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - TN
For Life Insurance or Annuity
Lit No: X0512TN
Revised: 07/01/2013
Form ID: 22097
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - WA
For Life Insurance or Annuity
Lit No: X0512WA
Revised: 11/01/2013
Form ID: 22098
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - WY
For Life Insurance or Annuity
Lit No: X0512WY
Revised: 05/01/2013
Form ID: 22099
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
DCA Directed Tranfer - WA
Retirement Latitudes Variable Annuity
Lit No: V5390
Revised: 09/01/2017
Form ID: 22470
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
DCA Directed Tranfer - WA
Directed Transfer Perspective Advisors II - Perspective Rewards - Perspective L Series
Lit No: V2390
Revised: 09/01/2017
Form ID: 22471
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Info Sharing Agreement & Approved Vendor - NY
Certification. Used for withdrawals on variable, fixed, fixed index, Optimax, Target Select, and Pathfinder products.
Lit No: N2367
Revised: 12/01/2009
Form ID: 23003
Publish: 07/22/2011
Details
Jackson National Life Insurance Company
Roth Conversion Request - CW
Used for withdrawals on variable,fixed,fixed index,Optimax,Target Select,and Pathfinder products.
Lit No: X4270
Revised: 03/01/2018
Form ID: 23004
Publish: 03/08/2018
Details
Jackson National Life Insurance Company
Annuity Suitability Questionnaire - FL
Lit No: X0950FL
Revised: 04/01/2015
Form ID: 23101
Publish: 11/19/2015
Details
Jackson National Life Insurance Company
Letter of Instruction - CW
For all states except: NY
Lit No: X4250
Revised: 04/01/2017
Form ID: 23192
Publish: 04/20/2017
Details
Jackson National Life Insurance Company
Letter of Instruction - NY
For NY only
Lit No: N4250
Revised: 04/01/2017
Form ID: 23193
Publish: 04/20/2017
Details
Jackson National Life Insurance Company
Variable Annuity Systematic Withdrawal Request- NY
Lit No: NV4370
Revised: 09/01/2017
Form ID: 23194
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Official Receipt
This form should be used for all products and cases in Alabama and Texas.
Lit No: Z0307
Revised: 09/01/2015
Form ID: 23196
Publish: 09/24/2015
Details
Jackson National Life Insurance Company
Fixed Annuity Application - CA
Lit No: X5300CA
Revised: 09/01/2017
Form ID: 24936
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Fixed Annuity Application - CW
Lit No: X5300
Revised: 11/01/2014
Form ID: 24938
Publish: 11/06/2014
Details
Jackson National Life Insurance Company
Fixed Annuity Application - FL
Lit No: X5300FL
Revised: 11/01/2014
Form ID: 24939
Publish: 11/06/2014
Details
Jackson National Life Insurance Company
Fixed Annuity Application - Multi
Lit No: X5300A
Revised: 11/01/2014
Form ID: 24941
Publish: 11/06/2014
Details
Jackson National Life Insurance Company
Fixed Annuity Application - WA
Lit No: X5300WA
Revised: 11/01/2014
Form ID: 24945
Publish: 11/06/2014
Details
Jackson National Life Insurance Company
Retirement Latitudes Application - CA
Lit No: V630CA
Revised: 09/01/2017
Form ID: 25466
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Product Suitability Determination - CW
Lit No: X0960
Revised: 03/01/2018
Form ID: 25885
Publish: 03/08/2018
Details
Jackson National Life Insurance Company
Product Suitability Determination Supplement - CW
Lit No: X0960-S
Revised: 03/01/2018
Form ID: 25886
Publish: 03/08/2018
Details
Jackson National Life Insurance Company
Retirement Latitudes Application - MS
Lit No: V630(MS)
Revised: 09/01/2017
Form ID: 26280
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Important Disclosure Regarding the Additional
Interest Rate
Lit No: N7142
Revised: 04/01/2011
Form ID: 26348
Publish: 07/22/2011
Details
Jackson National Life Insurance Company
Fixed Annuity Application - NY
Lit No: N5300
Revised: 11/01/2014
Form ID: 26349
Publish: 11/06/2014
Details
Jackson National Life Insurance Company
Retirement Latitudes Directed Transfer
Lit No: V5490
Revised: 09/01/2017
Form ID: 26509
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Disclosure Statement for Early Withdrawals
on Annuity Proceeds Due to Waiver of Surrender/Withdrawal Charge for Specified Medical Conditions
Lit No: X4100MA
Revised: 12/01/2017
Form ID: 26738
Publish: 12/28/2017
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - IA
For Life Insurance or Annuity
Lit No: X0512A
Revised: 11/01/2013
Form ID: 27142
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Notice Regarding Replacement - VT
For Life Insurance or Annuity.
Lit No: X0512VT
Revised: 11/01/2013
Form ID: 27412
Publish: 03/25/2014
Details
Jackson National Life Insurance Company
Annuity Death Benefit Claim - NJ
Variable Annuity Death Benefit Claim Form: NJ
Lit No: Z1142A
Revised: 03/01/2018
Form ID: 27561
Publish: 03/08/2018
Details
Jackson National Life Insurance Company
Elite Access Application - CA
Variable and Fixed Annuity
Lit No: V650CA
Revised: 09/01/2017
Form ID: 28433
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Elite Access Application - CW
Variable and Fixed Annuity Available
Lit No: V650
Revised: 09/01/2017
Form ID: 28435
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Elite Access Application - FL
Variable and Fixed Annuity
Lit No: V650FL
Revised: 09/01/2017
Form ID: 28436
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Elite Access Application - MA
Variable and Fixed Annuity
Lit No: V650MA
Revised: 09/01/2017
Form ID: 28438
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Elite Access Application - B
Variable and Fixed Annuity Available to: AK, MN, MO, WA
Lit No: V650B
Revised: 09/01/2017
Form ID: 28442
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Elite Access Application - NY
Variable and Fixed Annuity
Lit No: NV650
Revised: 09/01/2017
Form ID: 28444
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Elite Access Application - A
Variable and Fixed Annuity Available to: AL,CT,DE,DC,ND,NJ,PA,SD
Lit No: V650A
Revised: 09/01/2017
Form ID: 28447
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Fund Transfer Request/Future Allocations - CW
Changes, For Elite Access
Lit No: V4582
Revised: 09/01/2017
Form ID: 28449
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Fund Transfer Request/Future Allocations - NY
Changes, For Elite Access
Lit No: NV4582
Revised: 09/01/2017
Form ID: 28450
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Regulation 60 Sales Material Checklist - NY
Elite Access
Lit No: NV3667
Revised: 01/01/2017
Form ID: 28451
Publish: 01/19/2017
Details
Jackson National Life Insurance Company
Systematic Investment Elite Access - CW
Lit No: V5485
Revised: 09/01/2017
Form ID: 28452
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Systematic Investment Elite Access - NY
Lit No: NV5485
Revised: 09/01/2017
Form ID: 28453
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Variable Annuity Good Order Checklist - CW
Elite Access
Lit No: V3645
Revised: 01/01/2017
Form ID: 28455
Publish: 01/19/2017
Details
Jackson National Life Insurance Company
VA Good Order Checklist Elite Access - NY
Lit No: NV3645
Revised: 01/01/2017
Form ID: 28456
Publish: 01/19/2017
Details
Jackson National Life Insurance Company
Internal Exchange Request Annuity/Life to Ann - CW
Lit No: X4170
Revised: 03/01/2018
Form ID: 30032
Publish: 03/08/2018
Details
Jackson National Life Insurance Company
Internal Exchange Request Annuity/Life to Ann - NY
Lit No: N4170
Revised: 09/01/2017
Form ID: 30033
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Elite Access Application - MS
Variable and Fixed Annuity
Lit No: V650(MS)
Revised: 09/01/2017
Form ID: 30181
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Disclosure - Action One - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JMF9537
Revised: 11/01/2014
Form ID: 31209
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - Action - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JMF9536
Revised: 11/01/2014
Form ID: 31210
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - SuperMAX - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JMF9494
Revised: 11/01/2014
Form ID: 31211
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - MAX - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JMF9493
Revised: 11/01/2014
Form ID: 31212
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - BonusMAX - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JMF9441
Revised: 11/01/2014
Form ID: 31213
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - OptiMAX 125 - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JFF9533
Revised: 11/01/2014
Form ID: 31215
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - OptiMAX100 - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JFF9532
Revised: 11/01/2014
Form ID: 31216
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - OptiMAX 6 - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JFF9531
Revised: 11/01/2014
Form ID: 31217
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - OptiMAX 5 - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JFF9530
Revised: 11/01/2014
Form ID: 31218
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - OptiMAX 3 - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JFF9525
Revised: 11/01/2014
Form ID: 31219
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - OptiMAX One - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JFF9524
Revised: 11/01/2014
Form ID: 31220
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - OptiMAX - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JFF9522
Revised: 11/01/2014
Form ID: 31221
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - OptiMAX Level Rate Two - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JFF9497
Revised: 11/01/2014
Form ID: 31222
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - OptiMAX Level Rate One
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JFF9496
Revised: 11/01/2014
Form ID: 31223
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - OptiMAX 4 - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JFF9528
Revised: 11/01/2014
Form ID: 31224
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - MAX One - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JMF9539
Revised: 11/01/2014
Form ID: 31225
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - SuperMAX XL - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JMF9544
Revised: 11/01/2014
Form ID: 31226
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - MAX XL - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JMF9543
Revised: 11/01/2014
Form ID: 31227
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - BonusMAX Two - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JMF9542
Revised: 11/01/2014
Form ID: 31228
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - BonusMAX One - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JMF9541
Revised: 11/01/2014
Form ID: 31229
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - MAX One XL - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JMF9540
Revised: 11/01/2014
Form ID: 31230
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Disclosure - Action Two - AR,ID,OH
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JMF9538
Revised: 11/01/2014
Form ID: 31231
Publish: 12/04/2014
Details
Jackson National Life Insurance Company
Contract Disclosure Select Annual Reset - IA
Modified Single Premium Deferred Fixed Index Annuity
Lit No: JFI4229A
Revised: 01/01/2013
Form ID: 31382
Publish: 07/19/2013
Details
Jackson National Life Insurance Company
Contract Disclosure Select Annual Reset - CW
Modified Single Premium Fixed Index Annuity
Lit No: JFI4229
Revised: 01/01/2013
Form ID: 31383
Publish: 07/19/2013
Details
Jackson National Life Insurance Company
Contract Disclosure Select Annual Reset - OR
Modified Single Premium Deferred Fixed Annuity
Lit No: JFI4229OR
Revised: 01/01/2013
Form ID: 31384
Publish: 07/19/2013
Details
Jackson National Life Insurance Company
Contract Disclosure Select Annual Reset - VT
Modified Single Premium Deferred Fixed Annuity
Lit No: JFI4229VT
Revised: 01/01/2013
Form ID: 31385
Publish: 07/19/2013
Details
Jackson National Life Insurance Company
Contract Disclosure Select Annual Reset - TX
Individual Flexible Premium Deferred Fixed Annuity
Lit No: JFI4229TX
Revised: 01/01/2013
Form ID: 31386
Publish: 07/19/2013
Details
Jackson National Life Insurance Company
Definition of Replacement - NY
Lit No: N0512B
Revised: 09/01/2015
Form ID: 31398
Publish: 09/24/2015
Details
Jackson National Life Insurance Company
Life Insurrance Product Disclosure
Lit No: NADV14668
Revised: 06/01/2009
Form ID: 31400
Publish: 12/27/2012
Details
Jackson National Life Insurance Company
Systematic Investment - Flexible Premium VLI - NY
Flexible Premium Variable Life Insurance
Lit No: NV3075
Revised: 09/01/2017
Form ID: 31401
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Systematic Investment - Flexible Premium VLI - CW
Flexible Premium Variable Life Insurance
Lit No: V3075
Revised: 09/01/2017
Form ID: 31402
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Fund Transfer Request/Future Allocations - CW
Flexible Premium Variable Life Insurance
Lit No: V3082
Revised: 09/01/2017
Form ID: 31403
Publish: 09/21/2017
Details
Jackson National Life Insurance Company
Comparative Information for Proposed Insurance
Lit No: X3498FL
Revised: 10/01/2014
Form ID: 31417
Publish: 10/09/2014
Details
Jackson National Life Insurance Company
Life Insurrance Product Disclosure
Lit No: XADV14668
Revised: 06/01/2009
Form ID: 31419
Publish: 12/27/2012
Details
Jackson National Life Insurance Company
Life Insurrance Product Disclosure - BrookeLIfe
Lit No: XADV14668BL
Revised: 07/01/2008
Form ID: 31420
Publish: 12/27/2012
Details
Jackson National Life Insurance Company
Single Premium Immediate Fixed Annuity App - CW
Lit No: X0919
Revised: 11/01/2014
Form ID: 31481
Publish: 11/06/2014
Details
Jackson National Life Insurance Company
Single Premium Immediate Fixed Annuity App - MS
Lit No: ICC14 X0919
Revised: 11/01/2014
Form ID: 31556
Publish: 11/06/2014
Details