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Pacific Life (Annuities)
5304-SIMPLE
Please see "US Government" dealer for most current version of this form. Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)
Lit No: 30217-17B
Revised: 05/01/2017
Form ID: 204
Publish: 10/27/2017
Details
Pacific Life (Annuities)
Withdrawal Request for VA - CW
For Variable Annuities
Lit No: W13122-15A
Revised: 11/01/2017
Form ID: 468
Publish: 12/04/2017
Details
Pacific Life (Annuities)
Replacement Notice - IL
Lit No: 25087-11A1
Revised: 05/01/2011
Form ID: 3822
Publish: 05/08/2012
Details
Pacific Life (Annuities)
Replacement Notice - AR
Lit No: 25040-14A1
Revised: 10/01/2014
Form ID: 4609
Publish: 09/07/2017
Details
Pacific Life (Annuities)
Replacement Notice - DE
Lit No: 25083-17A1
Revised: 09/01/2017
Form ID: 4610
Publish: 09/07/2017
Details
Pacific Life (Annuities)
Replacement Notice - FL
Lit No: 25084-11A1
Revised: 05/01/2011
Form ID: 4611
Publish: 05/08/2012
Details
Pacific Life (Annuities)
Replacement Notice - ID
Lit No: 25086-11A1
Revised: 05/01/2011
Form ID: 4612
Publish: 05/08/2012
Details
Pacific Life (Annuities)
Replacement Notice - IN
Lit No: 25088-11A1
Revised: 05/01/2011
Form ID: 4613
Publish: 05/08/2012
Details
Pacific Life (Annuities)
Replacement Notice - KS
Lit No: 25089-11A1
Revised: 05/01/2011
Form ID: 4614
Publish: 05/08/2012
Details
Pacific Life (Annuities)
Replacement Notice - MA
Lit No: 25090-11A1
Revised: 05/01/2011
Form ID: 4615
Publish: 05/08/2012
Details
Pacific Life (Annuities)
Replacement Notice - NV
Life Insurance
Lit No: 25094-11A1
Revised: 05/01/2011
Form ID: 4617
Publish: 05/08/2012
Details
Pacific Life (Annuities)
Replacement Notice - OK
Lit No: 229-07A1
Revised: 05/01/2007
Form ID: 4618
Publish: 08/01/2011
Details
Pacific Life (Annuities)
Replacement Notice - PA
Lit No: 25096-11A1
Revised: 05/01/2011
Form ID: 4619
Publish: 05/08/2012
Details
Pacific Life (Annuities)
Replacement Notice - SC
Lit No: 233-07A
Revised: 05/01/2007
Form ID: 4620
Publish: 08/01/2011
Details
Pacific Life (Annuities)
Replacement Notice - SD
Lit No: 25097-11A1
Revised: 05/01/2011
Form ID: 4621
Publish: 05/08/2012
Details
Pacific Life (Annuities)
Replacement Notice - TN
Lit No: 25098-11A1
Revised: 05/01/2011
Form ID: 4622
Publish: 05/08/2012
Details
Pacific Life (Annuities)
Replacement Notice - UT
Lit No: 236-2A1
Revised: 02/01/2002
Form ID: 4623
Publish: 07/29/2011
Details
Pacific Life (Annuities)
Replacement Notice - VA
Lit No: 238-6A
Revised: 01/01/2006
Form ID: 4624
Publish: 07/29/2011
Details
Pacific Life (Annuities)
Replacement Notice - WA
Lit No: 25079-11A1
Revised: 01/01/2011
Form ID: 4625
Publish: 05/08/2012
Details
Pacific Life (Annuities)
Replacement Notice - WI
Lit No: 241-07A1
Revised: 05/01/2007
Form ID: 4626
Publish: 08/01/2011
Details
Pacific Life (Annuities)
Replacement Notice - WY
Lit No: 25099-11A1
Revised: 05/01/2011
Form ID: 4627
Publish: 05/08/2012
Details
Pacific Life (Annuities)
Replacement Notice - MN
Lit No: S576007A
Revised: 12/01/2007
Form ID: 4628
Publish: 08/01/2011
Details
Pacific Life (Annuities)
Replacement Notice - GA
Lit No: 25085-11A1
Revised: 05/01/2011
Form ID: 4631
Publish: 05/08/2012
Details
Pacific Life (Annuities)
Collateral Assignment/Release
This form is for use with non-qualified contracts only
Lit No: 5992-15B
Revised: 10/01/2015
Form ID: 4634
Publish: 10/30/2015
Details
Pacific Life (Annuities)
Cost Basis Information
Lit No: W30225-17A
Revised: 07/01/2017
Form ID: 4639
Publish: 10/27/2017
Details
Pacific Life (Annuities)
Individual-Owned Inherited IRA or Inherited TSA/40
Form for Contract Issue. Use to establish an Inherited IRA or an Inherited TSA/403(b) that is owned by an individual.
Lit No: 1291-07B
Revised: 07/01/2007
Form ID: 4642
Publish: 08/01/2011
Details
Pacific Life (Annuities)
Replacement Notice - Multi-State
Lit No: 25107-17A1
Revised: 04/01/2017
Form ID: 4645
Publish: 09/07/2017
Details
Pacific Life (Annuities)
Predetermined Beneficiary Payout Options
Lit No: 13033-15A
Revised: 10/01/2015
Form ID: 4646
Publish: 10/30/2015
Details
Pacific Life (Annuities)
Preauthorized Investment Request
Use this form to provide information about your financial institution and investment
Lit No: 13071-15B
Revised: 10/01/2015
Form ID: 4648
Publish: 10/30/2015
Details
Pacific Life (Annuities)
Contract Summary - ME
Lit No: CS184ME
Revised: 01/01/2004
Form ID: 4654
Publish: 07/29/2011
Details
Pacific Life (Annuities)
Required Minimum Distribution Request
Use this form to establish an automated required minimum distributions (RMDs) program for your annuity contract
Lit No: E6031-15A
Revised: 11/01/2017
Form ID: 4664
Publish: 12/04/2017
Details
Pacific Life (Annuities)
Registered Investment Advisory Fee Withdrawal Rqst
This form authorizes a withdrawal from your Pacific Odyssey variable annuity to pay a third-party registered investment advisory fee
Lit No: W17010-15A
Revised: 10/01/2015
Form ID: 4666
Publish: 10/30/2015
Details
Pacific Life (Annuities)
Pacific Innovations Select Application - CA
Lit No: 18009-17B1
Revised: 11/01/2017
Form ID: 5391
Publish: 10/31/2017
Details
Pacific Life (Annuities)
Registered Investment Advisory Fee Withdrawal Auth
to authorize withdrawals from your Pacific Odyssey variable annuity contract to pay registered investment advisory fees
Lit No: 1784-15A
Revised: 10/01/2015
Form ID: 6790
Publish: 10/30/2015
Details
Pacific Life (Annuities)
Pacific Odyssey VA Application - FL
Lit No: 17006-17B1
Revised: 11/01/2017
Form ID: 7901
Publish: 10/31/2017
Details
Pacific Life (Annuities)
Pacific Odyssey VA Application - CA
Lit No: 17008-17B1
Revised: 11/01/2017
Form ID: 7906
Publish: 10/31/2017
Details
Pacific Life (Annuities)
Pacific One Select Application - CA
Lit No: 19011-17B1
Revised: 11/01/2017
Form ID: 7916
Publish: 10/31/2017
Details
Pacific Life (Annuities)
Qualified Plan and 457(B) Plan Disclosure
Lit No: 13076-15A
Revised: 10/01/2015
Form ID: 7952
Publish: 10/30/2015
Details
Pacific Life (Annuities)
Transfers & Allocations
Lit No: W22012-15A1
Revised: 10/01/2015
Form ID: 7955
Publish: 10/27/2017
Details
Pacific Life (Annuities)
Disability Certification
Lit No: E25067-15A
Revised: 10/01/2015
Form ID: 11363
Publish: 10/30/2015
Details
Pacific Life (Annuities)
Rider Exchange Request
Lit No: E20044-16A
Revised: 05/01/2016
Form ID: 11375
Publish: 06/17/2016
Details
Pacific Life (Annuities)
Pacific Voyages Application - CA
Lit No: 40011-17B1
Revised: 11/01/2017
Form ID: 11384
Publish: 10/31/2017
Details
Pacific Life (Annuities)
Simple IRA Employer Information
Lit No: 13075-15A
Revised: 10/01/2015
Form ID: 12996
Publish: 10/30/2015
Details
Pacific Life (Annuities)
Telephone and Electronic Authorization
Lit No: 13086-16A1
Revised: 09/01/2016
Form ID: 13099
Publish: 09/23/2016
Details
Pacific Life (Annuities)
Pacific Frontiers Withdrawal Request
Lit No: W50006-15A1
Revised: 10/01/2015
Form ID: 13433
Publish: 10/27/2017
Details
Pacific Life (Annuities)
Non-Erisa TSA Loan App and Agreement
Lit No: AE8389-16A2
Revised: 01/01/2016
Form ID: 13440
Publish: 10/27/2017
Details
Pacific Life (Annuities)
Trust-Owned Inherited IRA Certification
Lit No: W13029-15A
Revised: 10/01/2015
Form ID: 15081
Publish: 10/30/2015
Details
Pacific Life (Annuities)
Individual-Owned Inherited IRA Certification
Traditional or Roth
Lit No: 25042-15A
Revised: 10/01/2015
Form ID: 15082
Publish: 10/30/2015
Details
Pacific Life (Annuities)
Single Premium Deferred Annuity Disclosure - OH
Lit No: SE603907B
Revised: 12/01/2007
Form ID: 15763
Publish: 08/01/2011
Details
Pacific Life (Annuities)
Contract Summary - KY
Lit No: CS184KY
Revised: 12/01/2007
Form ID: 15764
Publish: 08/01/2011
Details
Pacific Life (Annuities)
Transfer/Exchange
Lit No: 13030-17A1
Revised: 03/01/2017
Form ID: 15765
Publish: 10/27/2017
Details
Pacific Life (Annuities)
Pacific Odyssey VA Application - Non-Compact
Lit No: 17003-17B1
Revised: 11/01/2017
Form ID: 15987
Publish: 10/31/2017
Details
Pacific Life (Annuities)
Reset/Step-Up Election or Change Request
Lit No: W13053-15A1
Revised: 12/01/2017
Form ID: 16172
Publish: 01/04/2018
Details
Pacific Life (Annuities)
Tax-Sheltered Annuity Certification TSA/403(b)
Lit No: 23046-15A
Revised: 10/01/2015
Form ID: 16819
Publish: 10/30/2015
Details
Pacific Life (Annuities)
Replacement Notice - NV
Annuity
Lit No: 25093-12A1
Revised: 09/01/2012
Form ID: 16842
Publish: 09/07/2017
Details
Pacific Life (Annuities)
Rider and Asset Allocation Options Request
Rider and Asset Allocation Options Request
Lit No: W20045-16C1
Revised: 09/01/2016
Form ID: 18052
Publish: 10/27/2017
Details
Pacific Life (Annuities)
Individual K Getting Started Kit
Lit No: MUC0372-0717
Revised: 07/01/2017
Form ID: 18375
Publish: 10/30/2017
Details
Pacific Life (Annuities)
Individual K Basic Plan Document
Lit No: 25102-14A
Revised: 04/01/2014
Form ID: 18376
Publish: 10/27/2017
Details
Pacific Life (Annuities)
Individual K Qualified Plan Disclosure
Lit No: 544108A
Revised: 09/01/2008
Form ID: 18378
Publish: 08/01/2011
Details
Pacific Life (Annuities)
Replacement Notice - NE
Lit No: 624608A
Revised: 10/01/2008
Form ID: 19021
Publish: 08/01/2011
Details
Pacific Life (Annuities)
Withdrawal Request for Fixed Annuitites
Lit No: W50006-15A1
Revised: 11/01/2017
Form ID: 20968
Publish: 12/04/2017
Details
Pacific Life (Annuities)
Pacific Odyssey VA Application - Compact
Lit No: 17004-17B1
Revised: 11/01/2017
Form ID: 23058
Publish: 10/31/2017
Details
Pacific Life (Annuities)
Withdrawal Request for GMWB - CW
For Compliant Withdrawals from Guaranteed Minimum Withdrawal Benefit Riders
Lit No: W13031-15A
Revised: 11/01/2017
Form ID: 24199
Publish: 12/04/2017
Details
Pacific Life (Annuities)
Appointment Data Sheet - Individual
Lit No: W13081-16A
Revised: 09/01/2016
Form ID: 25107
Publish: 10/27/2017
Details
Pacific Life (Annuities)
Pacific Explorer Application - AZ
Lit No: 25-1165AZ-14
Revised: 10/01/2015
Form ID: 28832
Publish: 10/30/2015
Details
Pacific Life (Annuities)
Pacific Explorer Application - FL
Lit No: 25-1165FL-14
Revised: 10/01/2015
Form ID: 28833
Publish: 10/30/2015
Details
Pacific Life (Annuities)
Pacific Explorer Application - Non-compact
Lit No: 25-1165-14
Revised: 10/01/2015
Form ID: 28834
Publish: 10/30/2015
Details
Pacific Life (Annuities)
Pacific Explorer Application - Compact
Lit No: ICC14:25-1165-14
Revised: 10/01/2015
Form ID: 28835
Publish: 10/30/2015
Details
Pacific Life (Annuities)
Pacific Frontiers II Application - Compact
Lit No: 71006-17A1
Revised: 09/01/2017
Form ID: 28838
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Frontiers II Application - Non-compact
Lit No: 71005-17A1
Revised: 09/01/2017
Form ID: 28839
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Choice Application - AZ
Pacific Index Choice Individual Fixed Indexed Annuity Application AZ
Lit No: 90012-17A1
Revised: 09/01/2017
Form ID: 28840
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Choice Application - FL
Pacific Index Choice Individual Fixed Indexed Annuity Application FL
Lit No: 90014-17A1
Revised: 09/01/2017
Form ID: 28841
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Choice Application - Non-Compact
Pacific Index Choice Individual Fixed Indexed Annuity Application non-compact
Lit No: 90010-17A1
Revised: 09/01/2017
Form ID: 28842
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Value Select Application - CA
Lit No: 14516-17B1
Revised: 11/01/2017
Form ID: 28845
Publish: 10/31/2017
Details
Pacific Life (Annuities)
Pacific Value Select Application - FL
Lit No: 14517-17B1
Revised: 11/01/2017
Form ID: 28846
Publish: 10/31/2017
Details
Pacific Life (Annuities)
Pacific Value Select Application - Compact
Lit No: 14513-17B1
Revised: 11/01/2017
Form ID: 28847
Publish: 10/31/2017
Details
Pacific Life (Annuities)
Pacific Value Select Application - Non-Compact
Lit No: 14514-17B1
Revised: 11/01/2017
Form ID: 28848
Publish: 10/31/2017
Details
Pacific Life (Annuities)
Replacement Memorandum - AR
Lit No: 25040-09A1
Revised: 01/01/2010
Form ID: 28850
Publish: 05/08/2012
Details
Pacific Life (Annuities)
Replacement Notice - CA
Lit No: 25080-11A1
Revised: 04/01/2011
Form ID: 28851
Publish: 05/08/2012
Details
Pacific Life (Annuities)
Replacement Notice - OK
Lit No: 25095-11A1
Revised: 05/01/2011
Form ID: 28852
Publish: 05/08/2012
Details
Pacific Life (Annuities)
Pacific Frontiers II Application - AZ
Lit No: 71007-17A1
Revised: 09/01/2017
Form ID: 29655
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Frontiers II Application - FL
Lit No: 71008-17A1
Revised: 09/01/2017
Form ID: 29656
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Income Provider Application - Non-Compact
Lit No: 80013-17A1
Revised: 09/01/2017
Form ID: 32050
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Income Provider Application - FL
Lit No: 80016-17A1
Revised: 09/01/2017
Form ID: 32051
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Income Provider Application - Compact
Lit No: 80014-17A1
Revised: 09/01/2017
Form ID: 32052
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Income Provider Application - AZ
Lit No: 80015-17A1
Revised: 09/01/2017
Form ID: 32053
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Expedition Application - Non-Compact
Lit No: 85016-17A1
Revised: 09/01/2017
Form ID: 32054
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Expedition Application - FL
Lit No: 85019-17A1
Revised: 09/01/2017
Form ID: 32055
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Expedition Application - Compact
Lit No: 85017-17A1
Revised: 09/01/2017
Form ID: 32056
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Expedition Application - AZ
Lit No: 85018-17A1
Revised: 09/01/2017
Form ID: 32057
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Choice VA Application - Non-Compact
Lit No: 45017-17B1
Revised: 11/01/2017
Form ID: 32352
Publish: 10/31/2017
Details
Pacific Life (Annuities)
Pacific Choice VA Application - Compact
Lit No: 45018-17B1
Revised: 11/01/2017
Form ID: 32353
Publish: 10/31/2017
Details
Pacific Life (Annuities)
Pacific Choice VA Application - FL
Lit No: 45021-17B1
Revised: 11/01/2017
Form ID: 32355
Publish: 10/31/2017
Details
Pacific Life (Annuities)
Pacific Index Choice Application - CT
Individual Fixed Indexed Annuity Application CT
Lit No: 90013-17A1
Revised: 09/01/2017
Form ID: 33309
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Choice Application - Compact
Individual Fixed Indexed Annuity Application Compact
Lit No: 90011-17A1
Revised: 09/01/2017
Form ID: 33310
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Trustee Certification and Disclosure
Lit No: 13077-15A.
Revised: 10/01/2015
Form ID: 37169
Publish: 10/30/2015
Details
Pacific Life (Annuities)
Pacific Secure Income Application - AK
Lit No: 97026-17A1
Revised: 09/01/2017
Form ID: 37798
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Secure Income Application - AL
Lit No: 97027-17A1
Revised: 09/01/2017
Form ID: 37799
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Secure Income Application - AZ
Lit No: 97028-17A1
Revised: 09/01/2017
Form ID: 37800
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Secure Income Application - FL
Lit No: 97029-17A1
Revised: 09/01/2017
Form ID: 37801
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Secure Income Application - ME
Lit No: 97030-17A1
Revised: 09/01/2017
Form ID: 37802
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Secure Income Application - NE
Lit No: 97031-17A1
Revised: 09/01/2017
Form ID: 37803
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Secure Income Application - VA
Lit No: 97033-17A1
Revised: 09/01/2017
Form ID: 37804
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Secure Income Application - VT
Lit No: 97034-17A1
Revised: 09/01/2017
Form ID: 37805
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Secure Income Application - CW
Lit No: 97025-17A1
Revised: 09/01/2017
Form ID: 37806
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Secure Income Payment Commutation - NJ
Annuity Payment Commutation Feature
Lit No: 20-1300NJ
Revised: 04/01/2015
Form ID: 40795
Publish: 10/27/2017
Details
Pacific Life (Annuities)
Pacific Secure Income Payment Start Adj Rider - NJ
Annuity Payment Start Date Adjustment
Lit No: 20-1299NJ
Revised: 04/01/2015
Form ID: 40796
Publish: 10/27/2017
Details
Pacific Life (Annuities)
Pacific Secure Income Contract Summary - NJ
Lit No: CS1294NJ
Revised: 04/01/2015
Form ID: 40797
Publish: 04/02/2015
Details
Pacific Life (Annuities)
Individual Deferred VA Application - Non Compact
Lit No: 40021-15A1
Revised: 05/01/2015
Form ID: 40904
Publish: 04/30/2015
Details
Pacific Life (Annuities)
Individual Deferred VA Application - Compact
Lit No: 40032-15A1
Revised: 05/01/2015
Form ID: 40905
Publish: 04/30/2015
Details
Pacific Life (Annuities)
Individual Deferred VA Application - FL
Lit No: 40022-15A1
Revised: 05/01/2015
Form ID: 40906
Publish: 04/30/2015
Details
Pacific Life (Annuities)
Pacific Secure Income Application - MD
Lit No: 97052-17A1
Revised: 09/01/2017
Form ID: 41650
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Secure Income Application - ICC
Lit No: 97053-17A1
Revised: 09/01/2017
Form ID: 41651
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Dimensions Application - CW
Lit No: 98017-18A1
Revised: 02/01/2018
Form ID: 41654
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Application - AK
Lit No: 98026-18A1
Revised: 02/01/2018
Form ID: 41655
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Application - AL
Lit No: 98027-18A1
Revised: 02/01/2018
Form ID: 41656
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Application - AZ
Lit No: 98018-18A1
Revised: 02/01/2018
Form ID: 41657
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Application - CT
Lit No: 98019-18A1
Revised: 02/01/2018
Form ID: 41658
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Application - FL
Lit No: 98020-18A1
Revised: 02/01/2018
Form ID: 41659
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Application - ME
Lit No: 98021-18A1
Revised: 02/01/2018
Form ID: 41660
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Application - NE
Lit No: 98023-18A1
Revised: 02/01/2018
Form ID: 41661
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Application - MN,MO,UT
No MVA
Lit No: 98030-18A1
Revised: 02/01/2018
Form ID: 41662
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Contract Summary - CW
Lit No: 98032-18A
Revised: 02/01/2018
Form ID: 41663
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Contract Summary - AR
Lit No: 98033-18A
Revised: 02/01/2018
Form ID: 41664
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Contract Summary - FL
Lit No: 98040-18A
Revised: 02/01/2018
Form ID: 41665
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Contract Summary - IA
Lit No: 98039-18A
Revised: 02/01/2018
Form ID: 41666
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Contract Summary - ID
Lit No: 98034-18A
Revised: 02/01/2018
Form ID: 41667
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Contract Summary - IL
Lit No: 98038-18A
Revised: 02/01/2018
Form ID: 41668
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Contract Summary - WY
Lit No: 98035-18A
Revised: 02/01/2018
Form ID: 41669
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Contract Summary - MN,MO
Lit No: 98031-18A
Revised: 02/01/2018
Form ID: 41670
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Contract Summary
No MVA,AK,CT,MS,NV,SC
Lit No: 98037-18A
Revised: 02/01/2018
Form ID: 41671
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Fixed Annuity Suitability
Lit No: 50012-17A1
Revised: 06/01/2017
Form ID: 44115
Publish: 10/30/2017
Details
Pacific Life (Annuities)
Annuity Suitability Questionnaire - FL
Lit No: DFS-H1-1980
Revised: 10/21/2014
Form ID: 46590
Publish: 01/13/2016
Details
Pacific Life (Annuities)
Pacific Index Choice Contract Summary - CW
Pacific Index Choice Disclosure Contract
Lit No: 4762-16C
Revised: 11/01/2016
Form ID: 48099
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Index Choice Contract Summary - GA, MD, WI
Pacific Index Choice Disclosure Contract
Lit No: 4764-16B
Revised: 11/01/2016
Form ID: 48100
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Index Choice Contract Summary - AR
Pacific Index Choice Disclosure Contract
Lit No: 90030-16B1
Revised: 11/01/2016
Form ID: 48101
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Index Choice Contract Summary - ID
Pacific Index Choice Disclosure Contract
Lit No: 90031-16B1
Revised: 11/01/2016
Form ID: 48102
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Index Choice Contract Summary - IL
Pacific Index Choice Disclosure Contract
Lit No: 4765-16B
Revised: 11/01/2016
Form ID: 48103
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Index Choice Contract Summary - WY
Pacific Index Choice Disclosure Contract
Lit No: 90036-16B1
Revised: 11/01/2016
Form ID: 48104
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Index Choice Contract Summary - No MVA
Pacific Index Choice Disclosure Contract
Lit No: 4776-16B
Revised: 11/01/2016
Form ID: 48105
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Index Choice Conract Summary - NH
Pacific Index Choice Disclosure Contract
Lit No: 4775-16C
Revised: 11/01/2016
Form ID: 48106
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Index Dimensions - Contract Summary 70-10
Pacific Index Dimensions Disclosure
Lit No: 98031-16A - 70/10
Revised: 04/01/2016
Form ID: 48107
Publish: 04/29/2016
Details
Pacific Life (Annuities)
Index Choice Contract Summary MVA IC
Lit No: 90130-16B
Revised: 11/01/2016
Form ID: 49491
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Index Choice Contract Summary
Lit No: 4762-16B
Revised: 06/16/2016
Form ID: 49492
Publish: 06/24/2016
Details
Pacific Life (Annuities)
Index Dimensions Contract Summary - OR
Lit No: 98050-18A
Revised: 02/01/2018
Form ID: 49493
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Application - OR
Lit No: 98022-18A1
Revised: 02/01/2018
Form ID: 49494
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Index Dimensions Contract Summary - No MVA
UT,WA
Lit No: 98065-18A
Revised: 02/01/2018
Form ID: 49495
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Index Choice Contract Summary No MVA-IC WA
Lit No: 90131-16B
Revised: 11/01/2016
Form ID: 49496
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Index Choice Contract Summary No MVA-A - NH
Lit No: 4775-16B
Revised: 06/16/2016
Form ID: 49497
Publish: 06/24/2016
Details
Pacific Life (Annuities)
Index Choice Contract Summary MVA -OR
Lit No: 4763-16B
Revised: 11/01/2016
Form ID: 49498
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Index Dimensions Contract Summary - PA
Lit No: 98059-18A
Revised: 02/01/2018
Form ID: 49499
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Application - NJ
Lit No: 98057-18A1
Revised: 02/01/2018
Form ID: 49501
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Application - PA
Lit No: 98028-18A1
Revised: 02/01/2018
Form ID: 49502
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Application - WA
Lit No: 98060-18A
Revised: 02/01/2018
Form ID: 49503
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Index Dimensions Contract Summary - OH
Lit No: 98066-18A
Revised: 02/01/2018
Form ID: 49504
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Explorer Application - CA
Lit No: 60043-16A
Revised: 07/01/2016
Form ID: 50109
Publish: 07/29/2016
Details
Pacific Life (Annuities)
Pacific Frontiers II Application - CA
Lit No: 71037-17A1
Revised: 09/01/2017
Form ID: 50110
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Income Provider Application - CA
Lit No: 80090-17A1
Revised: 09/01/2017
Form ID: 50111
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Choice Application - CA
Lit No: 90123-17A1
Revised: 09/01/2017
Form ID: 50112
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Expedition Application - CA
Lit No: 85036-17A1
Revised: 09/01/2017
Form ID: 50113
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Secure Income Application - CA
Lit No: 97098-17A1
Revised: 09/01/2017
Form ID: 50118
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Dimensions Application - CA
Lit No: 98062-16A
Revised: 07/01/2016
Form ID: 50119
Publish: 07/29/2016
Details
Pacific Life (Annuities)
Post-Death Non-Qualified Exchange Discloure
Distribution Request
Lit No: 13289-17A1
Revised: 12/01/2017
Form ID: 50481
Publish: 01/04/2018
Details
Pacific Life (Annuities)
Pacific Index Edge Application - CW
Lit No: 98522-17A1
Revised: 10/01/2017
Form ID: 50548
Publish: 01/08/2018
Details
Pacific Life (Annuities)
Pacific Index Edge Application - AK
Lit No: 98523-17A1
Revised: 10/01/2017
Form ID: 50549
Publish: 01/08/2018
Details
Pacific Life (Annuities)
Pacific Index Edge Application - AR
Lit No: 98525-17A1
Revised: 10/01/2017
Form ID: 50550
Publish: 01/08/2018
Details
Pacific Life (Annuities)
Pacific Index Edge Application - AZ
Lit No: 98524-17A1
Revised: 10/01/2017
Form ID: 50551
Publish: 01/08/2018
Details
Pacific Life (Annuities)
Pacific Index Edge Application - FL
Lit No: 98528-17A1
Revised: 10/01/2017
Form ID: 50552
Publish: 01/08/2018
Details
Pacific Life (Annuities)
Pacific Index Edge Application - ME
Lit No: 98529-17A1
Revised: 10/01/2017
Form ID: 50553
Publish: 01/08/2018
Details
Pacific Life (Annuities)
Pacific Index Edge Application - NE
Lit No: 98530-17A1
Revised: 10/01/2017
Form ID: 50554
Publish: 01/08/2018
Details
Pacific Life (Annuities)
Rider Options Request
Lit No: 90009-17C1
Revised: 02/01/2018
Form ID: 50555
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Premium Deferred Fixed Annuity Contract
Lit No: C1503-b
Revised: 08/01/2016
Form ID: 50556
Publish: 08/19/2016
Details
Pacific Life (Annuities)
Definition of Terms - FL
Lit No: P1503FL
Revised: 08/01/2016
Form ID: 50577
Publish: 08/18/2016
Details
Pacific Life (Annuities)
Contract Specifications - MD
Lit No: SP-1503MD-CS10
Revised: 08/01/2016
Form ID: 50590
Publish: 08/18/2016
Details
Pacific Life (Annuities)
Optional Death Benefit Rider - ICC
NJ, OH, OR, PA, UT, WA
Lit No: ICC1520-1500
Revised: 08/01/2016
Form ID: 50644
Publish: 09/01/2016
Details
Pacific Life (Annuities)
Optional Death Benefit Rider - VA
Lit No: 20-1500VA
Revised: 08/01/2016
Form ID: 50645
Publish: 08/31/2016
Details
Pacific Life (Annuities)
Optional Death Benefit Rider - ID
Lit No: 20-1500ID
Revised: 08/01/2016
Form ID: 50646
Publish: 08/31/2016
Details
Pacific Life (Annuities)
Optional Death Benefit Rider - FL
Lit No: 20-1500FL
Revised: 08/01/2016
Form ID: 50647
Publish: 08/31/2016
Details
Pacific Life (Annuities)
Optional Death Benefit Rider - CW
Lit No: 20-1500
Revised: 08/01/2016
Form ID: 50648
Publish: 09/01/2016
Details
Pacific Life (Annuities)
Electronic Delivery Authorization
Lit No: 13119-16A1
Revised: 09/01/2016
Form ID: 51277
Publish: 09/26/2016
Details
Pacific Life (Annuities)
Annuity Contract/Beneficiary Change Request
Lit No: W25065-16B
Revised: 09/01/2016
Form ID: 51384
Publish: 01/23/2018
Details
Pacific Life (Annuities)
Pacific Index Choice Contract Summary - VT
Lit No: 90032-16B1
Revised: 11/01/2016
Form ID: 51634
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Index Choice Contract Summary - NJ
Lit No: 4766-16A
Revised: 11/01/2016
Form ID: 51635
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Index Dimensions Contract Summary - DE
Lit No: 98042-16B
Revised: 11/01/2016
Form ID: 51636
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Index Dimensions Contract Summary - IN
Lit No: 98041-18A
Revised: 02/01/2018
Form ID: 51637
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Contract Summary - NJ
Lit No: 98058-16B
Revised: 11/01/2016
Form ID: 51638
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Index Dimensions Contract Summary- TX
Lit No: 98047-18A
Revised: 02/01/2018
Form ID: 51639
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Contract Summary - VT
Lit No: 98036-18A
Revised: 02/01/2018
Form ID: 51640
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Edge Summary - CW
Lit No: 98537-16B
Revised: 11/01/2016
Form ID: 51641
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Index Edge Summary - Multi
Lit No: 98546-16C
Revised: 11/01/2016
Form ID: 51642
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Index Edge Summary - AR
Lit No: 98534-16B1
Revised: 11/01/2016
Form ID: 51643
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Index Edge Summary - CA
Lit No: 98538-16B
Revised: 11/01/2016
Form ID: 51644
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Index Edge Summary - DE
Lit No: 95849-16B
Revised: 11/01/2016
Form ID: 51645
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Index Edge Summary - ID
Lit No: 98540-16B1
Revised: 11/01/2016
Form ID: 51646
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Index Edge Summary - VT
Lit No: 98535-16B1
Revised: 11/01/2016
Form ID: 51647
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Index Edge Summary - WY
Lit No: 98536-16B1
Revised: 11/01/2016
Form ID: 51648
Publish: 10/18/2016
Details
Pacific Life (Annuities)
Pacific Expedition Application - NY
Lit No: 85020-17A1
Revised: 09/01/2017
Form ID: 58414
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Expedition - Statement of Benefit Info- MD
Lit No: 85038-17A
Revised: 09/01/2017
Form ID: 58415
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Frontiers II Application - NY
Lit No: 71009-17A1
Revised: 09/01/2017
Form ID: 58416
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Income Provider Application - NY
Lit No: 80018-17A1
Revised: 09/01/2017
Form ID: 58417
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Advisory Application - Compact
Lit No: 99001-17B1
Revised: 09/01/2017
Form ID: 58418
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Advisory Application - CT
Lit No: 99003-17B1
Revised: 09/01/2017
Form ID: 58419
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Advisory Application - FL
Lit No: 99002-17B1
Revised: 09/01/2017
Form ID: 58420
Publish: 11/02/2017
Details
Pacific Life (Annuities)
Pacific Index Advisory Application - Non-Compact
Lit No: 99000-17B1
Revised: 09/01/2017
Form ID: 58421
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Advisory - Statement of Benefit- MD
Information
Lit No: 99015-17A
Revised: 09/01/2017
Form ID: 58422
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Choice - Contract Summary - GA,WI
Lit No: 4764-17A
Revised: 09/01/2017
Form ID: 58423
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Choice- Statement of Benefit Info-MD
Lit No: 90137-17A
Revised: 09/01/2017
Form ID: 58424
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Dimensions - Annuity Contract - CA
Lit No: 98072-17A1
Revised: 10/01/2017
Form ID: 58427
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Dimensions - Annuity Contract - CW
Lit No: 98071-17A1
Revised: 10/01/2017
Form ID: 58428
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Dimension - Statement of Benift - MD
Information
Lit No: 98070-18A
Revised: 02/01/2018
Form ID: 58429
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Application - TX
Lit No: 98046-18A1
Revised: 02/01/2018
Form ID: 58443
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Application - VA
Lit No: 98024-18A1
Revised: 02/01/2018
Form ID: 58444
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Dimensions Application - VT
Lit No: 98029-18A1
Revised: 02/01/2018
Form ID: 58445
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Pacific Index Edge Application - ICC
Lit No: 98521-17B1
Revised: 10/01/2017
Form ID: 58446
Publish: 01/08/2018
Details
Pacific Life (Annuities)
Pacific Index Edge Application - LA
Lit No: 98554-17A1
Revised: 10/01/2017
Form ID: 58447
Publish: 01/08/2018
Details
Pacific Life (Annuities)
Pacific Index Edge Application - OR
Lit No: 98531-17A1
Revised: 10/01/2017
Form ID: 58448
Publish: 01/08/2018
Details
Pacific Life (Annuities)
Pacific Index Edge - Statement of Benefit Info- MD
Lit No: 98556-17A
Revised: 09/01/2017
Form ID: 58449
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Edge Application - VA
Lit No: 98532-17B1
Revised: 12/01/2017
Form ID: 58450
Publish: 01/08/2018
Details
Pacific Life (Annuities)
Pacific Index Foundation Application - ICC
Lit No: 99501-17B1
Revised: 09/01/2017
Form ID: 58451
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Foundation Application - CT
Lit No: 99503-17B1
Revised: 09/01/2017
Form ID: 58452
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Foundation Application - CW
Lit No: 99500-17B1
Revised: 09/01/2017
Form ID: 58453
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Foundation Application - FL
Lit No: 99502-17B1
Revised: 09/01/2017
Form ID: 58454
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Index Foundation - Statement of Benefit-MD
Lit No: 99515-17A
Revised: 09/01/2017
Form ID: 58455
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Secure Income Contract Summary - MD
Lit No: 97035-17A
Revised: 09/01/2017
Form ID: 58456
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Secure Income - Statement of Benefit - MD
Information
Lit No: 97096-17A
Revised: 09/01/2017
Form ID: 58459
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Pacific Frontiers II- Statement of Benefit Info-MD
Lit No: 71040-17A
Revised: 09/01/2017
Form ID: 58460
Publish: 09/21/2017
Details
Pacific Life (Annuities)
Home Visit Disclosure - CA
Lit No: 4699-17A
Revised: 01/01/2017
Form ID: 58824
Publish: 09/29/2017
Details
Pacific Life (Annuities)
Pacific Index Advisory Application - CA
Lit No: 99013-17A1
Revised: 11/01/2017
Form ID: 59210
Publish: 11/15/2017
Details
Pacific Life (Annuities)
Annuitization Request
Lit No: E22015-17A
Revised: 11/01/2017
Form ID: 59778
Publish: 12/11/2017
Details
Pacific Life (Annuities)
Commission Option Election
Lit No: W13008-17B
Revised: 07/01/2017
Form ID: 59779
Publish: 12/06/2017
Details
Pacific Life (Annuities)
E-Signature Verification
Lit No: E32068-17A
Revised: 10/01/2017
Form ID: 59780
Publish: 12/06/2017
Details
Pacific Life (Annuities)
ETF Request
Lit No: 13322-17A
Revised: 11/01/2017
Form ID: 59781
Publish: 12/06/2017
Details
Pacific Life (Annuities)
FIA Transfer
Lit No: 90008-17A
Revised: 11/01/2017
Form ID: 59782
Publish: 12/14/2017
Details
Pacific Life (Annuities)
Substantially Equal Periodic Payments Request
Lit No: 13162-17A
Revised: 11/01/2017
Form ID: 59783
Publish: 12/14/2017
Details
Pacific Life (Annuities)
Terminal Illness Certification - MA Index Advisory
Lit No: 99016-17A
Revised: 06/01/2017
Form ID: 59784
Publish: 12/06/2017
Details
Pacific Life (Annuities)
Terminal Illness Certification-MA Index Dimensions
Lit No: 98067-17A
Revised: 11/01/2017
Form ID: 59785
Publish: 12/06/2017
Details
Pacific Life (Annuities)
Terminal Illness Certification - MA Index Edge
Lit No: 98557-17A
Revised: 06/01/2017
Form ID: 59786
Publish: 12/06/2017
Details
Pacific Life (Annuities)
Terminal Illness Certification - MA Index Select
Lit No: 90257-17A
Revised: 11/01/2017
Form ID: 59787
Publish: 12/14/2017
Details
Pacific Life (Annuities)
Qualified Longevity Annuity Contract Certification
Lit No: 50095-18A
Revised: 02/01/2018
Form ID: 60246
Publish: 01/31/2018
Details
Pacific Life (Annuities)
Commutation Request - Non-Qualified
Lit No: W80044-17A1
Revised: 12/01/2017
Form ID: 60247
Publish: 01/17/2018
Details
Pacific Life (Annuities)
Beneficiary Commutation Request
Lit No: 50135-17A1
Revised: 12/01/2017
Form ID: 60248
Publish: 01/17/2018
Details
Pacific Life (Annuities)
BD Commissions Electronic Funds Transfer Request
Lit No: 504207-17A
Revised: 12/01/2017
Form ID: 60249
Publish: 01/17/2018
Details
Pacific Life (Annuities)
Internal Roth IRA Conversion Request
Lit No: W25031-15A1
Revised: 11/01/2015
Form ID: 60856
Publish: 02/13/2018
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
API Funds
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
Blackstone Real Estate Income Trust
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Cantor Fitzgerald --NEW--
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
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
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 --NEW--
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.
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
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
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 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 --NEW--
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners --NEW--
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity --NEW--
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
Rodin Global Property Trust --NEW--
Royal Alliance
Royce Funds
RS Investments
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
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
Steadfast Capital Markets Group
Steben & Company
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
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 --NEW--
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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