New York Life Annuities Online Forms Library

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New York Life Annuities
Replacement Form - CA
Lit No: 18519CA
Revised: 05/01/2014
Form ID: 8451
Publish: 04/30/2014
Details
New York Life Annuities
Replacement Form - AR
Lit No: REPL-AR
Revised: 01/01/2010
Form ID: 8452
Publish: 01/01/2010
Details
New York Life Annuities
Replacement Form - CA (Internal)
Lit No:
Revised: 05/01/2011
Form ID: 8453
Publish: 05/02/2011
Details
New York Life Annuities
Replacement Form - GA
Lit No: 18519GA
Revised: 06/01/2010
Form ID: 8455
Publish: 03/14/2006
Details
New York Life Annuities
Replacement Form - ID
Lit No: 18519ID
Revised: 05/01/1995
Form ID: 8456
Publish: 03/14/2006
Details
New York Life Annuities
Replacement Form - IL
Lit No: 18519IL
Revised: 05/01/1995
Form ID: 8457
Publish: 03/14/2006
Details
New York Life Annuities
Replacement Form - IN
Lit No: 18519IN
Revised: 05/01/1995
Form ID: 8458
Publish: 03/14/2006
Details
New York Life Annuities
Replacement Form - KS
Lit No: 18519KS
Revised: 09/01/1999
Form ID: 8459
Publish: 03/14/2006
Details
New York Life Annuities
Replacement Form - WA
Lit No: 18519WA
Revised: 05/01/2015
Form ID: 8461
Publish: 05/31/2013
Details
New York Life Annuities
Replacement Form - WY
Lit No: ANN23177
Revised: 05/01/2013
Form ID: 8463
Publish: 05/31/2013
Details
New York Life Annuities
Lifetime Income Annuity App - NJ
Lit No: INC-APP-IEO806NJ
Revised: 08/01/2006
Form ID: 8480
Publish: 09/18/2007
Details
New York Life Annuities
Replacement Form - NAIC States
AL, AZ, CO, HI, IA, KY, LA, ME, MS, MT, NH, NJ, NM, NC, OH, OR, RI, TX, UT, VT, VA, WI, WV
Lit No: ANN22190
Revised: 03/01/2017
Form ID: 8482
Publish: 03/30/2017
Details
New York Life Annuities
Annuity Service
MainStay Annuities Annuity Service Form - This form can be used for all MainStay Annuity products (Fixed, Preferred, Choice Fixed, etc.)
Lit No: ANN43007VF
Revised: 09/01/2017
Form ID: 8483
Publish: 09/19/2017
Details
New York Life Annuities
Withdrawal for Fixed Annuities
Lit No: ANN43042F
Revised: 07/01/2018
Form ID: 8485
Publish: 07/02/2018
Details
New York Life Annuities
Replacement Form - KY
Lit No: 18519KY
Revised: 05/01/1995
Form ID: 8487
Publish: 03/17/2006
Details
New York Life Annuities
Replacement Form - MN
Lit No: 18519MN
Revised: 02/01/2000
Form ID: 8488
Publish: 03/05/2006
Details
New York Life Annuities
Replacement Form - NV
Lit No: 22790NV
Revised: 09/01/2012
Form ID: 8490
Publish: 10/03/2012
Details
New York Life Annuities
Replacement Form - PA
Lit No: 18519PA
Revised: 05/01/2014
Form ID: 8491
Publish: 04/30/2014
Details
New York Life Annuities
Replacement Form - TN
Lit No: 18519TN
Revised: 05/01/1995
Form ID: 8494
Publish: 03/14/2006
Details
New York Life Annuities
Regulation 60 Kit - NY
Lit No: ANN43080-416
Revised: 04/01/2016
Form ID: 8497
Publish: 04/28/2016
Details
New York Life Annuities
Telephone/Web Authorization
Lit No: TELE/WEB
Revised: 09/01/2017
Form ID: 8502
Publish: 09/19/2017
Details
New York Life Annuities
Income Annuity Direct Deposit Authorization
Lit No: ANN43108I
Revised: 09/01/2017
Form ID: 8503
Publish: 09/19/2017
Details
New York Life Annuities
Replacement Form - MA
Lit No:
Revised:
Form ID: 8510
Publish: 03/05/2006
Details
New York Life Annuities
Department of Insurance - NY
aka: Definition of Replacement - NY
Lit No: ANN43078
Revised: 05/01/2015
Form ID: 8511
Publish: 05/21/2014
Details
New York Life Annuities
Replacement - Applicant Statement - OK
Lit No: 22447OK
Revised:
Form ID: 8514
Publish: 03/05/2006
Details
New York Life Annuities
Transfer/Direct Rollover
For Qualified Policies Only
Lit No: ANN43009FNS
Revised: 02/01/2018
Form ID: 8551
Publish: 02/02/2018
Details
New York Life Annuities
CA Disclosure of Life Insurance and Annuities
Lit No: ANN43095
Revised: 05/01/2014
Form ID: 8917
Publish: 04/30/2014
Details
New York Life Annuities
Cert of Deposit/Mutual Fund Redemption & Transfer
For non-qualified policies only
Lit No: ANN43036F
Revised: 02/01/2018
Form ID: 14410
Publish: 02/02/2018
Details
New York Life Annuities
Inherited IRA Information Disclosure Statement
Lit No: 18753
Revised: 02/01/2008
Form ID: 17122
Publish: 05/16/2008
Details
New York Life Annuities
Agent Signature Form
Accompanies guaranty association act form
Lit No: 21107B
Revised: 07/01/2009
Form ID: 22459
Publish: 10/08/2009
Details
New York Life Annuities
Guaranty Association Act - WV
Summary of the West Virginia Life and Health Insurance Guaranty Association Act And Notice Concerning Coverage Limitations and Exclusions
Lit No: 21107
Revised: 07/01/2009
Form ID: 22460
Publish: 07/29/2010
Details
New York Life Annuities
Notice To Military Servicemembers
Regarding Your Insurance Benefits
Lit No: GEN-MILIFORM
Revised: 05/01/2015
Form ID: 22772
Publish: 05/01/2015
Details
New York Life Annuities
Annuity Suitability Questionnaire - FL
Lit No: FL-SUITDISC
Revised: 10/01/2014
Form ID: 22946
Publish: 10/21/2014
Details
New York Life Annuities
Internal NYLIAC Annuity Roth IRA Conversion
Lit No: ANN18739C
Revised: 05/01/2018
Form ID: 23619
Publish: 05/29/2018
Details
New York Life Annuities
Guaranteed Lifetime Income Annuity II
and Guaranteed Period Income Annuity II
Lit No: 18831
Revised: 05/01/2012
Form ID: 23620
Publish: 05/07/2012
Details
New York Life Annuities
External Roth IRA Conversion
Lit No: ANN18738
Revised: 01/01/2017
Form ID: 23621
Publish: 12/30/2016
Details
New York Life Annuities
Premium Receipt for Annuities - AL
Lit No: 18879
Revised: 05/01/2010
Form ID: 24607
Publish: 05/27/2010
Details
New York Life Annuities
Single Premium Fixed Annuity Contract Summary - ID
Lit No: 18878.75
Revised: 07/01/2010
Form ID: 24899
Publish: 07/06/2010
Details
New York Life Annuities
Buyer's Guide for Deferred Annuities - Fixed
Required in AK, AL, CO, FL, GA, ID, IA, ME, MO,NH, NJ, NC, NV, OK, OH, OR, RI, SC, TX,UT, WV
Lit No: 19008
Revised: 01/01/2014
Form ID: 25307
Publish: 02/07/2014
Details
New York Life Annuities
Guaranty Association Notice - MN
Lit No: 20829
Revised: 08/01/2010
Form ID: 25529
Publish: 11/15/2010
Details
New York Life Annuities
Request for Annuitization for Fixed Deferred Ann
Lit No: ANN22258
Revised: 05/01/2015
Form ID: 26422
Publish: 05/01/2015
Details
New York Life Annuities
Instructions for Completing Beneficiary
Designation with a Predetermined Death Benefit Election
Lit No: ANN19016
Revised: 05/01/2011
Form ID: 26424
Publish: 05/02/2011
Details
New York Life Annuities
Claim For Annuity Proceeds
Lit No: ANN18743
Revised: 06/01/2018
Form ID: 26425
Publish: 07/10/2018
Details
New York Life Annuities
Disclosure for Enhanced Beneficiary Benefit Rider
& Enhanced Spousal Continuance Benefit Rider for Single Premium Deferred Fixed Annuity Products
Lit No: ANN18754
Revised: 04/01/2018
Form ID: 26428
Publish: 05/01/2018
Details
New York Life Annuities
Substantially Equal Periodic Payments Under IRC
Sections 72(q) and 72(t)
Lit No: ANN43031
Revised: 08/01/2018
Form ID: 26449
Publish: 08/24/2018
Details
New York Life Annuities
Allocation Transfer and DCA
Lit No: ANN43043
Revised: 08/01/2018
Form ID: 26450
Publish: 08/24/2018
Details
New York Life Annuities
Secure Term MVA FA II Contract Summary - CW
Lit No: 18891
Revised: 10/01/2016
Form ID: 26465
Publish: 09/30/2016
Details
New York Life Annuities
Secure Term MVA FA II Contract Summary - AR
Lit No: 18891.5
Revised: 11/01/2015
Form ID: 26466
Publish: 11/05/2015
Details
New York Life Annuities
Secure Term MVA FA II Contract Summary - ID
Lit No: 18891.75
Revised: 11/01/2015
Form ID: 26467
Publish: 11/05/2015
Details
New York Life Annuities
Secure Term MVA FA II Contract Summary - NJ
Lit No: 18891NJ
Revised: 10/01/2016
Form ID: 26468
Publish: 09/30/2016
Details
New York Life Annuities
Secure Term MVA FA II Contract Summary - WI
Lit No: 18894
Revised: 11/01/2015
Form ID: 26469
Publish: 11/05/2015
Details
New York Life Annuities
Secure Term MVA Fixed Annuity II App Kit - CW
Compact States
Lit No: MVAII-APP-917
Revised: 09/01/2017
Form ID: 26470
Publish: 09/19/2017
Details
New York Life Annuities
Secure Term MVA Fixed Annuity II App Kit - NCS
Non-Compact States
Lit No: MVAII-NOCAPP-917
Revised: 09/01/2017
Form ID: 26471
Publish: 09/19/2017
Details
New York Life Annuities
Secure Term MVA Fixed Annuity II App Kit - AL
Lit No: MVAII-APP-917AL
Revised: 09/01/2017
Form ID: 26472
Publish: 09/19/2017
Details
New York Life Annuities
Secure Term MVA Fixed Annuity II App Kit - FL
Lit No: MVAII-NOCAPP-917FL
Revised: 09/01/2017
Form ID: 26475
Publish: 09/19/2017
Details
New York Life Annuities
Secure Term MVA Fixed Annuity II App Kit - NY
Lit No: MVAII-NOCAPP-917NY
Revised: 09/01/2017
Form ID: 26911
Publish: 09/19/2017
Details
New York Life Annuities
Guaranteed Future Income Annuity II App Kit - Non
Non-Compact States
Lit No: GFIAII-NOCAPP-818
Revised: 08/01/2018
Form ID: 26912
Publish: 08/24/2018
Details
New York Life Annuities
Guaranteed Future Income Annuity II App Kit - CW
Compact States
Lit No: GFIAII-APP-818
Revised: 08/01/2018
Form ID: 26913
Publish: 08/24/2018
Details
New York Life Annuities
Guaranteed Future Income Annuity II App Kit - FL
Lit No: GFIAII-NOCAPP-818FL
Revised: 08/01/2018
Form ID: 26915
Publish: 08/24/2018
Details
New York Life Annuities
Guaranteed Future Income Annuity II App Kit - AL
Lit No: GFIAII-APP-818AL
Revised: 08/01/2018
Form ID: 26916
Publish: 08/24/2018
Details
New York Life Annuities
Notice Concerning the Illinois Religious Freedom
Protection and Civil Union Act, Effective June 1, 2011
Lit No: 18986
Revised: 10/01/2011
Form ID: 27265
Publish: 11/01/2011
Details
New York Life Annuities
Guaranteed Future Income Annuity II Contract - CW
Summary
Lit No: 18912
Revised: 11/01/2017
Form ID: 27330
Publish: 11/10/2017
Details
New York Life Annuities
1035 Exchange
For Non-Qualified Policies Only
Lit No: ANN43263F
Revised: 08/01/2018
Form ID: 27331
Publish: 08/24/2018
Details
New York Life Annuities
Inherited IRA Annuity/Account (IRA) Information
Transfer
Lit No: ANN43093F
Revised: 02/01/2018
Form ID: 27655
Publish: 02/02/2018
Details
New York Life Annuities
Withdrawal or Payment Acceleration Request
Lit No: ANN43110I
Revised: 07/01/2018
Form ID: 27656
Publish: 07/02/2018
Details
New York Life Annuities
Qualified Pension And Profit Sharing Plan Transfer
Lit No: ANN43101
Revised: 01/01/2012
Form ID: 27657
Publish: 03/21/2014
Details
New York Life Annuities
Secure Term Choice Fixed Annuity II App Kit - AL
Lit No: STCII-APP-917AL
Revised: 05/01/2018
Form ID: 27674
Publish: 05/01/2018
Details
New York Life Annuities
Secure Term Choice Fixed Annuity II App Kit - CW
Lit No: STCII-APP-917
Revised: 05/01/2018
Form ID: 27688
Publish: 05/01/2018
Details
New York Life Annuities
Secure Term Choice Fixed Annuity II App Kit - NCS
Lit No: STCII-NOCAPP-917
Revised: 05/01/2018
Form ID: 27689
Publish: 05/01/2018
Details
New York Life Annuities
Secure Term Choice Fixed Annuity II App Kit - FL
Lit No: STCII-NOCAPP-917FL
Revised: 05/01/2018
Form ID: 27690
Publish: 05/01/2018
Details
New York Life Annuities
Secure Term Choice Fixed Annuity II App Kit - NY
Lit No: STCII-NOCAPP-917NY
Revised: 05/01/2018
Form ID: 27691
Publish: 05/01/2018
Details
New York Life Annuities
Secure Term Choice Fixed Annuity II Contract - AR
Summary and Disclosures
Lit No: 18957.50
Revised: 03/14/2016
Form ID: 27692
Publish: 03/11/2016
Details
New York Life Annuities
Secure Term Choice Fixed Annuity II Contract - CW
Summary and Disclosures
Lit No: 18957
Revised: 10/01/2016
Form ID: 27693
Publish: 09/30/2016
Details
New York Life Annuities
Secure Term Choice Fixed Annuity II Contract - ID
Summary and Disclosures
Lit No: 18957.75
Revised: 03/14/2016
Form ID: 27694
Publish: 03/11/2016
Details
New York Life Annuities
Secure Term Choice Fixed Annuity II Contract - NJ
Summary and Disclosures
Lit No: 18957NJ
Revised: 03/14/2016
Form ID: 27695
Publish: 03/11/2016
Details
New York Life Annuities
Secure Term Choice Fixed Annuity II Contract - NY
Summary and Disclosures
Lit No: 18957NY
Revised: 03/14/2016
Form ID: 27696
Publish: 03/11/2016
Details
New York Life Annuities
Secure Term Choice Fixed Annuity II Contract - WI
Summary and Disclosures
Lit No: 18963
Revised: 03/14/2016
Form ID: 27697
Publish: 03/11/2016
Details
New York Life Annuities
Secure Term MVA FA II Contract Summary - NY
Lit No: 18891NY
Revised: 11/01/2015
Form ID: 28273
Publish: 11/05/2015
Details
New York Life Annuities
Guaranteed Lifetime Income Annuity II - CW
Contract Summary and Disclosures
Lit No: 18970
Revised: 11/01/2017
Form ID: 28473
Publish: 11/10/2017
Details
New York Life Annuities
Guaranteed Lifetime Income Annuity II - NJ
Contract Summary and Disclosures
Lit No: 18970NJ
Revised: 07/01/2017
Form ID: 28475
Publish: 11/10/2017
Details
New York Life Annuities
Guaranteed Period Income Annuity II - CW
Contract Summary and Disclosures
Lit No: 18979
Revised: 01/01/2013
Form ID: 28476
Publish: 05/31/2013
Details
New York Life Annuities
Guaranteed Period Income Annuity II - NJ
Contract Summary and Disclosures
Lit No: 18979NJ
Revised: 07/01/2017
Form ID: 28477
Publish: 11/10/2017
Details
New York Life Annuities
Guaranteed Lifetime Income Ann II Application - CW
Compact States - and Guaranteed Period Income Annuity II
Lit No: GLIGPI-APP-216
Revised: 05/01/2018
Form ID: 28478
Publish: 05/01/2018
Details
New York Life Annuities
Guaranteed Lifetime Income Ann II Application -Non
Non-Compact States - and Guaranteed Period Income Annuity II (Non-Compact States)
Lit No: GLIGPI-NOCAPP-715
Revised: 05/01/2018
Form ID: 28479
Publish: 05/01/2018
Details
New York Life Annuities
Guaranteed Lifetime Income Ann II Application - AL
and Guaranteed Period Income Annuity II
Lit No: GLIGPI-APP-715AL
Revised: 05/01/2018
Form ID: 28480
Publish: 05/01/2018
Details
New York Life Annuities
Guaranteed Lifetime Income Ann II Application - FL
and Guaranteed Period Income Annuity II
Lit No: GLIGPI-NOCAPP-715FL
Revised: 05/01/2018
Form ID: 28482
Publish: 05/01/2018
Details
New York Life Annuities
Withdrawal or Payment Acceleration Request - GPI
for the Guaranteed Period Income Annuity II
Lit No: ANN43110GPI
Revised: 07/01/2018
Form ID: 28488
Publish: 07/02/2018
Details
New York Life Annuities
Guaranteed Lifetime Income Annuity II - NY
Contract Summary and Disclosures
Lit No: 18970NY
Revised: 08/01/2013
Form ID: 28814
Publish: 02/06/2014
Details
New York Life Annuities
Guaranteed Lifetime Income Ann II Application - NY
and Guaranteed Period Income Annuity II
Lit No: GLIGPI-NOCAPP-715NY
Revised: 05/01/2018
Form ID: 28817
Publish: 05/01/2018
Details
New York Life Annuities
Guaranteed Future Income Annuity II App Kit - NY
Lit No: GFIAII-NOCAPP-818NY
Revised: 08/01/2018
Form ID: 28956
Publish: 08/24/2018
Details
New York Life Annuities
Disclosure for Joint Spousal Ownership
Lit No: ANN43105
Revised: 07/01/2017
Form ID: 29997
Publish: 07/20/2017
Details
New York Life Annuities
Ownership/Beneficiary Change - Annuities
Lit No: ANN23099
Revised: 09/01/2017
Form ID: 29998
Publish: 09/19/2017
Details
New York Life Annuities
Ownership/Beneficiary Change - Income Annuities
Lit No: ANN23100
Revised: 09/01/2017
Form ID: 29999
Publish: 09/19/2017
Details
New York Life Annuities
Grantor Trust
Guaranteed Future Income Annuity II, Clear Income Fix Annuity - FP
Lit No: ANN18952
Revised: 11/01/2017
Form ID: 31339
Publish: 11/10/2017
Details
New York Life Annuities
Guaranteed Lifetime Income Annuity II - IA
Contract Summary and Disclosures
Lit No: 18970IA
Revised: 01/01/2013
Form ID: 31341
Publish: 12/31/2012
Details
New York Life Annuities
Guaranteed Future Income Annuity II Contract - IA
Lit No: 18912IA
Revised: 01/01/2013
Form ID: 31344
Publish: 01/28/2014
Details
New York Life Annuities
Secure Term Choice Annuity II Illustration
Lit No: 18976-II
Revised: 07/01/2013
Form ID: 33585
Publish: 07/19/2013
Details
New York Life Annuities
MVA Fixed Annuity II Illustration
Lit No: 18969-II
Revised: 07/01/2013
Form ID: 33587
Publish: 07/19/2013
Details
New York Life Annuities
NC-4P - For GLI and GPI
Lit No:
Revised: 09/01/2016
Form ID: 34984
Publish: 01/04/2017
Details
New York Life Annuities
W-4P - For GLI and GPI
Lit No:
Revised: 01/04/2017
Form ID: 34985
Publish: 01/04/2017
Details
New York Life Annuities
Roth IRA Acknowledgement
Lit No: ANN19001
Revised: 07/01/2017
Form ID: 34989
Publish: 07/20/2017
Details
New York Life Annuities
Guaranteed Lifetime Income Annuity II - WI
Contract Summary and Disclosures
Lit No: 18955
Revised: 04/01/2017
Form ID: 35361
Publish: 04/13/2017
Details
New York Life Annuities
Guaranteed Future Income Annuity II Contract - ID
Lit No: 18912.75
Revised: 11/01/2017
Form ID: 35362
Publish: 11/10/2017
Details
New York Life Annuities
Guaranteed Future Income Annuity II Contract - AR
Lit No: 18912.5
Revised: 11/01/2017
Form ID: 35363
Publish: 11/10/2017
Details
New York Life Annuities
Buyer's Guide to: Fixed Deferred Annuities
for AZ, AR, HI, KS, MT, NM
Lit No: 18229
Revised: 05/01/2009
Form ID: 35823
Publish: 03/11/2014
Details
New York Life Annuities
Clear Income FA App Book Value - NCS
Lit No: CIBV-NOCAPP-917
Revised: 09/01/2017
Form ID: 38458
Publish: 09/19/2017
Details
New York Life Annuities
Clear Income FA App Book Value - FL
Lit No: CIBV-NOCAPP-917FL
Revised: 09/01/2017
Form ID: 38459
Publish: 09/19/2017
Details
New York Life Annuities
Clear Income FA App Book Value - CW
Lit No: CIBV-APP-917
Revised: 09/01/2017
Form ID: 38460
Publish: 09/19/2017
Details
New York Life Annuities
Clear Income FA App Book Value - AL
Lit No: CIBV-APP-917AL
Revised: 09/01/2017
Form ID: 38461
Publish: 09/19/2017
Details
New York Life Annuities
Clear Income FA App MVA - NCS
Lit No: CIMVA-NOCAPP-917
Revised: 09/01/2017
Form ID: 38462
Publish: 09/19/2017
Details
New York Life Annuities
Clear Income FA App MVA - FL
Lit No: CIMVA-NOCAPP-917FL
Revised: 09/01/2017
Form ID: 38463
Publish: 09/19/2017
Details
New York Life Annuities
Clear Income FA App MVA - CW
Lit No: CIMVA-APP-917
Revised: 09/01/2017
Form ID: 38464
Publish: 09/19/2017
Details
New York Life Annuities
Clear Income FA App MVA - AL
Lit No: CIMVA-APP-917AL
Revised: 09/01/2017
Form ID: 38465
Publish: 09/19/2017
Details
New York Life Annuities
Clear Income FA Contract Summary Book Value - AR
Lit No: 19021.5
Revised: 10/01/2014
Form ID: 38466
Publish: 10/24/2014
Details
New York Life Annuities
Clear Income FA Contract Summary Book Value - ID
Lit No: 19021.75
Revised: 10/01/2014
Form ID: 38467
Publish: 10/24/2014
Details
New York Life Annuities
Clear Income FA Contract Summary Book Value - NJ
Lit No: 19021NJ
Revised: 07/01/2018
Form ID: 38469
Publish: 07/02/2018
Details
New York Life Annuities
Clear Income FA Contract Summary Book Value - CW
Lit No: 19021
Revised: 10/01/2016
Form ID: 38470
Publish: 09/30/2016
Details
New York Life Annuities
Clear Income FA Contract Summary MVA - AR
Lit No: 19024.5
Revised: 10/01/2014
Form ID: 38471
Publish: 10/24/2014
Details
New York Life Annuities
Clear Income FA Contract Summary MVA - ID
Lit No: 19024.75
Revised: 10/01/2014
Form ID: 38472
Publish: 10/24/2014
Details
New York Life Annuities
Clear Income FA Contract Summary MVA - NJ
Lit No: 19024NJ
Revised: 07/01/2018
Form ID: 38474
Publish: 07/02/2018
Details
New York Life Annuities
Clear Income FA Contract Summary MVA - CW
Lit No: 19024
Revised: 10/01/2016
Form ID: 38475
Publish: 09/30/2016
Details
New York Life Annuities
Clear Income FA Contract Summary Book Value - WI
Lit No: 19026
Revised: 10/01/2014
Form ID: 38476
Publish: 10/24/2014
Details
New York Life Annuities
Clear Income FA Contract Summary MVA - WI
Lit No: 19029
Revised: 10/01/2014
Form ID: 38477
Publish: 10/24/2014
Details
New York Life Annuities
Clear Income FA Illustration Book Value - CT
Lit No: 19035
Revised: 07/01/2018
Form ID: 38478
Publish: 07/02/2018
Details
New York Life Annuities
Clear Income FA Illustration MVA - CT
Lit No: 19036
Revised: 07/01/2018
Form ID: 38479
Publish: 07/02/2018
Details
New York Life Annuities
Clear Income FA Checklist
Rep use only.
Lit No: CI-GOLIST-1115
Revised: 11/01/2015
Form ID: 38480
Publish: 11/05/2015
Details
New York Life Annuities
Secure Term Choice Fixed Annuity II Checklist
Rep use only.
Lit No: STCII-GOLIST
Revised: 03/14/2016
Form ID: 38501
Publish: 03/11/2016
Details
New York Life Annuities
Withdrawal for Clear Income FA - FP
Lit No: ANN43042CI
Revised: 07/01/2018
Form ID: 38502
Publish: 07/02/2018
Details
New York Life Annuities
Secure Term MVA FA II Checklist
Lit No: MVAII-GOLIST
Revised: 11/01/2015
Form ID: 45100
Publish: 11/05/2015
Details
New York Life Annuities
Statement Of Trust
Lit No:
Revised: 07/01/2017
Form ID: 45101
Publish: 07/20/2017
Details
New York Life Annuities
Section 72(u) Disclosure
Lit No:
Revised: 11/01/2015
Form ID: 45102
Publish: 11/05/2015
Details
New York Life Annuities
Guarantteed Future Income Annuity II Checklist
Lit No: GFIAII-GOLIST-1115
Revised: 11/01/2015
Form ID: 45103
Publish: 11/05/2015
Details
New York Life Annuities
Annuitant's Request for Voluntary Income Tax - AZ
Annuitant’s Request for Voluntary Arizona Income Tax Withholding
Lit No: ADOR 10122
Revised: 01/01/2017
Form ID: 46776
Publish: 01/04/2017
Details
New York Life Annuities
Guaranteed Future Income Annuity II Contract - NJ
Lit No: 18912NJ
Revised: 11/01/2017
Form ID: 48377
Publish: 11/10/2017
Details
New York Life Annuities
Replacement Form - RI
Lit No: ANN23144
Revised: 12/01/2012
Form ID: 55474
Publish: 04/20/2017
Details
New York Life Annuities
Replacement Form - FL (Internal)
Lit No: D14-1180
Revised: 09/01/1995
Form ID: 55475
Publish: 04/17/2017
Details
New York Life Annuities
Replacement Form - FL
Exhibit B
Lit No: FL-REplaceB
Revised: 11/01/2014
Form ID: 55476
Publish: 04/17/2017
Details
New York Life Annuities
Replacement Form - FL
Exhibit A
Lit No: FL-REplaceA
Revised: 03/01/2001
Form ID: 55477
Publish: 04/17/2017
Details
New York Life Annuities
Replacement Form - DE
Lit No: 18519DE
Revised: 05/01/1995
Form ID: 55478
Publish: 04/12/2017
Details
New York Life Annuities
Replacement Form - OK
Lit No: 18519OK
Revised: 04/01/2017
Form ID: 55479
Publish: 04/17/2017
Details
New York Life Annuities
Civil Union Disclosure - NJ
Lit No: 17D-D05
Revised: 05/01/2017
Form ID: 56241
Publish: 06/06/2017
Details
New York Life Annuities
Income Start Date Change Request
Lit No: ANN18906
Revised: 07/01/2017
Form ID: 57350
Publish: 08/01/2017
Details
New York Life Annuities
Check-O-Matic Arrangement
Lit No: ANN8069
Revised: 11/01/2017
Form ID: 57351
Publish: 11/10/2017
Details
New York Life Annuities
Combined Payment Method Withholding
Payee & Federeal Tax
Lit No: ANN23197
Revised: 11/01/2017
Form ID: 59288
Publish: 12/12/2017
Details
New York Life Annuities
Inherited Non-Qualified Annuity Agreement
Lit No: ANN19084
Revised: 11/01/2017
Form ID: 59289
Publish: 11/17/2017
Details
New York Life Annuities
Inherited Non-Qualified Annuity Information
Lit No: ANN19085
Revised: 11/01/2017
Form ID: 59290
Publish: 11/17/2017
Details
New York Life Annuities
Interest Sweep
Lit No: ANN19065
Revised: 11/01/2018
Form ID: 59360
Publish: 08/24/2018
Details
New York Life Annuities
Substantially Equal Periodic Payment
IRC Sections 72(q) & 72(t)
Lit No: ANN43031V
Revised: 11/01/2018
Form ID: 59361
Publish: 08/24/2018
Details
New York Life Annuities
Full Surrender Application
Lit No: ANN19109
Revised: 11/01/2018
Form ID: 59362
Publish: 05/01/2018
Details
New York Life Annuities
Partial/Periodic Partial Withdreawal
Lit No: ANN43042V
Revised: 11/01/2018
Form ID: 59363
Publish: 08/24/2018
Details
New York Life Annuities
Allocation Transfer & DCA-w/out IPR
Lit No: ANN43043V
Revised: 11/01/2018
Form ID: 59364
Publish: 08/24/2018
Details
New York Life Annuities
Premier Variable Annuity Kit - Compact
Lit No: PVA-APP-1118
Revised: 11/01/2018
Form ID: 59365
Publish: 08/24/2018
Details
New York Life Annuities
Premier Variable Annuity Kit - AL
Lit No: PVA-APP-1118AL
Revised: 11/01/2018
Form ID: 59366
Publish: 08/24/2018
Details
New York Life Annuities
Premier Variable Annuity Kit - FL
Lit No: PVA-NOCAPP-1118FL
Revised: 11/01/2018
Form ID: 59367
Publish: 08/24/2018
Details
New York Life Annuities
Premier Variable Annuity Kit - NY
Lit No: PVA-NOCAPP-1118NY
Revised: 11/01/2018
Form ID: 59368
Publish: 08/24/2018
Details
New York Life Annuities
Premier Variable Annuity Kit - Non-Compact
Lit No: PVA-NOCAPP-1118
Revised: 11/01/2018
Form ID: 59369
Publish: 08/24/2018
Details
New York Life Annuities
Allocation Transfer & DCA-w IPR
Lit No: ANN19108
Revised: 11/01/2018
Form ID: 59370
Publish: 08/24/2018
Details
New York Life Annuities
Buyer's Guide for Deferred Annuitites
Lit No:
Revised: 11/01/2017
Form ID: 59371
Publish: 11/17/2017
Details
New York Life Annuities
M&E Opt and E-Delivery Credit - NY
Lit No: NC17V-D01
Revised: 05/01/2018
Form ID: 59372
Publish: 05/01/2018
Details
New York Life Annuities
Regulation 60 Kit - NY
Lit No: ANN43080-1117
Revised: 05/01/2018
Form ID: 59373
Publish: 05/01/2018
Details
New York Life Annuities
Good Order Checklist
Lit No: VA-GOLIST-1117
Revised: 11/01/2017
Form ID: 59374
Publish: 11/17/2017
Details
New York Life Annuities
QLAC Disclosure
Lit No: ANN19060
Revised: 02/01/2018
Form ID: 60517
Publish: 02/02/2018
Details
New York Life Annuities
Representative Service Kit
Lit No: NYL-RS-218
Revised: 08/01/2018
Form ID: 60518
Publish: 08/24/2018
Details
New York Life Annuities
Withholding Certificate - CT
Lit No: 2018-ct-w4p.pdf
Revised: 05/01/2018
Form ID: 62028
Publish: 05/10/2018
Details
New York Life Annuities
403b Loan Agreement Form
Lit No: ANN43044
Revised: 08/01/2018
Form ID: 62029
Publish: 08/24/2018
Details
New York Life Annuities
GLI/GPI - Client Profile
Lit No: ANN19012
Revised: 05/01/2018
Form ID: 62030
Publish: 05/17/2018
Details
New York Life Annuities
GLI/GP I- Client Profile - NY
Lit No: ANN19012NY
Revised: 05/01/2018
Form ID: 62031
Publish: 05/21/2018
Details
New York Life Annuities
Clear Income - Client Profile
Lit No: ANN19013
Revised: 05/01/2018
Form ID: 62032
Publish: 05/21/2018
Details
New York Life Annuities
Fixed- Client Profile
Lit No: ANN19040
Revised: 05/01/2018
Form ID: 62033
Publish: 05/11/2018
Details
New York Life Annuities
GFIA - Client Profile
Lit No: ANN22997
Revised: 05/01/2018
Form ID: 62034
Publish: 05/21/2018
Details
New York Life Annuities
Withdrawal Form - VA
Lit No: ANN43042-V7
Revised: 08/01/2018
Form ID: 62035
Publish: 08/24/2018
Details
New York Life Annuities
Secure Term Fixed Annuity V App Kit- AL
Lit No: STV-APP-518AL
Revised: 05/01/2018
Form ID: 62036
Publish: 05/16/2018
Details
New York Life Annuities
Secure Term Fixed Annuity V App Kit- Compact
Lit No: STV-APP-518
Revised: 05/01/2018
Form ID: 62037
Publish: 05/16/2018
Details
New York Life Annuities
Secure Term Fixed Annuity V App Kit- FL
Lit No: STV-NOCAPP-518FL
Revised: 05/01/2018
Form ID: 62038
Publish: 05/16/2018
Details
New York Life Annuities
Secure Term Fixed Annuity V App Kit- Non-Compact
Lit No: STV-NOCAPP-518
Revised: 05/01/2018
Form ID: 62039
Publish: 05/16/2018
Details
New York Life Annuities
IPR Reset Form
Lit No: ANN22204
Revised: 11/01/2018
Form ID: 62040
Publish: 05/10/2018
Details
New York Life Annuities
STV Contract Summary - NJ
Lit No: CS18D-001NJ
Revised: 04/01/2018
Form ID: 62041
Publish: 05/10/2018
Details
New York Life Annuities
STV Contract Summary - CW
Lit No: CS18D-001
Revised: 04/01/2018
Form ID: 62042
Publish: 05/08/2018
Details
New York Life Annuities
STV Contract Summary - AR
Lit No: CS18D-001AR
Revised: 04/01/2018
Form ID: 62043
Publish: 05/08/2018
Details
New York Life Annuities
STV Contract Summary - ID
Lit No: CS18D-001ID
Revised: 04/01/2018
Form ID: 62044
Publish: 05/08/2018
Details
New York Life Annuities
STV Contract Summary - NY
Lit No: CS18D-001NY
Revised: 04/01/2018
Form ID: 62045
Publish: 05/08/2018
Details
New York Life Annuities
STV Contract Summary - WI
Lit No: CS18D-001WI
Revised: 04/01/2018
Form ID: 62046
Publish: 05/08/2018
Details
New York Life Annuities
STV Good Order Checklist
Lit No: STV-GOLIST-518_FINAL
Revised: 05/01/2018
Form ID: 62047
Publish: 05/08/2018
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
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
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
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
College Counts 529 Fund --NEW--
College SAVE --NEW--
CollegeBound 529 --NEW--
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Cunat
CV Data Center
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
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
Nassau Re --NEW--
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
Peachtree Hotel Group --NEW--
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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