ReliaStar Life Insurance Company of New York Online Forms Library

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ReliaStar Life Insurance Company of New York
Reg 194 Producer Compensation Disclosure - NY
Lit No: 158753
Revised: 09/01/2014
Form ID: 38148
Publish: 09/23/2014
Details
ReliaStar Life Insurance Company of New York
Financial Service Request for Fixed Annuities
Guarantee Choice, MultiSet Plus Guarantee Annuity, Sure Flex Annuity, SPIA Single Premium Immediate Annuity, Envoy Six Fixed Index Annuity, Envoy Nine Fixed Index Annuity, Envoy Three
Lit No: 133304
Revised: 12/05/2014
Form ID: 38149
Publish: 12/04/2014
Details
ReliaStar Life Insurance Company of New York
72(t)/72(q) Request - Fixed Annuity Contracts
Request for substantially equal payments from non-qualified, IRA and non-ERISA TSA fixed annuity contracts. For contract owners under age 59 1/2.
Lit No: 130909
Revised: 09/01/2014
Form ID: 38150
Publish: 09/08/2014
Details
ReliaStar Life Insurance Company of New York
Agreement for Required Minimum Distribution Option
For IRA and Non-ERISA 403(b) fixed annuity contracts.
Lit No: 130897
Revised: 09/01/2014
Form ID: 38151
Publish: 09/08/2014
Details
ReliaStar Life Insurance Company of New York
Military Personnel Financial Services Disclosure
Required disclosure that must be given at the time of application when selling to an "active duty" member of the armed forces, regardless of the location of the solicitation. This applies to the sale
Lit No: 145942
Revised: 09/01/2014
Form ID: 38152
Publish: 09/08/2014
Details
ReliaStar Life Insurance Company of New York
Request For Non-Financial Service
Use in all states for address, owner or name changes on contracts issued by Reliastar Life Insurance Co of New York, Voya Insurance and Annuity Co, Voya Retirement Insurance and Annuity Co
Lit No: 129700
Revised: 09/01/2014
Form ID: 38153
Publish: 09/08/2014
Details
ReliaStar Life Insurance Company of New York
Certificate of Trust
Required when an application has a trust as the owner.
Lit No: 148002
Revised: 10/03/2014
Form ID: 38154
Publish: 10/07/2014
Details
ReliaStar Life Insurance Company of New York
Beneficiary Account Information Sheet Fixed
Lit No: 150444
Revised: 09/01/2014
Form ID: 38155
Publish: 09/08/2014
Details
ReliaStar Life Insurance Company of New York
Loan Application and Promissory Note - NY
Non-ERISA TSA Only
Lit No: 130724
Revised: 09/01/2014
Form ID: 38156
Publish: 09/08/2014
Details
ReliaStar Life Insurance Company of New York
Suitability Profile (Fixed Annuities)
Lit No: 158670
Revised: 11/03/2014
Form ID: 38157
Publish: 04/02/2015
Details
ReliaStar Life Insurance Company of New York
Tax Withholding Election
Lit No: 106873
Revised: 09/01/2014
Form ID: 38158
Publish: 09/08/2014
Details
ReliaStar Life Insurance Company of New York
Nexus Information Worksheet/Out-of-State Verificat
Must be completed and submitted with the application when the owner was solicited and signed an application outside of their residence state.
Lit No: 130968
Revised: 09/01/2014
Form ID: 38159
Publish: 09/08/2014
Details
ReliaStar Life Insurance Company of New York
Transfer/1035 Exchange Request FA
Use for Voya and ReliaStar Life of New York fixed annuity products.
Lit No: 130191
Revised: 04/13/2015
Form ID: 38160
Publish: 04/10/2015
Details
ReliaStar Life Insurance Company of New York
Life (Only) Disclaimer Statement
Use for Voya fixed and variable annuitiy contracts. Explains the Life (Only) Income option.
Lit No: 130599
Revised: 09/01/2014
Form ID: 38161
Publish: 09/08/2014
Details
ReliaStar Life Insurance Company of New York
Employer Sponsored Qualified Retirement Plan Disc
This form is required if an Employer Sponsored Qualified Retirement Plan will own the fixed or variable annuity contract.
Lit No: 137881
Revised: 09/01/2014
Form ID: 38162
Publish: 09/08/2014
Details
ReliaStar Life Insurance Company of New York
Classic Choice Fixed Annuity Application - NY
Lit No: 134402
Revised: 09/22/2014
Form ID: 38168
Publish: 10/09/2014
Details
ReliaStar Life Insurance Company of New York
Reg 60 Steps 2 & 3: Life to Annuity Replacement
Lit No: 137163
Revised: 06/29/2015
Form ID: 38174
Publish: 08/20/2015
Details
ReliaStar Life Insurance Company of New York
Reg 60 Steps 2 & 3: Annuity to Annuity Replacement
Lit No: 137186
Revised: 06/29/2015
Form ID: 38175
Publish: 08/20/2015
Details
ReliaStar Life Insurance Company of New York
Regulation 60 Booklet - NY
Lit No: 126547
Revised: 06/29/2015
Form ID: 38176
Publish: 08/19/2015
Details
ReliaStar Life Insurance Company of New York
Employer Information
Lit No: 168215
Revised: 09/22/2014
Form ID: 38177
Publish: 09/19/2014
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
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Cunat --NEW--
CV Data Center --NEW--
Cypress Leasing
Davis Funds
Delaware Funds
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds
FolioFN
Forethought Distributors
Forward Funds - Salient Partners
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
GPB
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Hennessy Funds
Highland Capital Management
Hines
Homestead Funds
Horizon Investments
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
James Advantage Funds --NEW--
Jensen Funds
JLL Income Property Trust
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lincoln Property Company --NEW--
Lindner Capital Advisors
Lodging Opportunity Fund, REIT
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
MacKenzie Realty Capital --NEW--
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
Megatel Capital Investment --NEW--
MFS Investment Management
Midland IRA
Midland National Life
Midland Retirement Distributors
Moody National REIT II
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Advisory Solutions --NEW--
Nationwide Annuities
Nationwide Insurance
Natixis Funds
NEST 529 College Savings --NEW--
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
NorthStar
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Old Mutual
OneAmerica Securities
Oppenheimer Funds
Owl Rock --NEW--
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity
Putnam Funds
Quaker Funds
RBC Capital Markets
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties
Rodin Global Property Trust
Royal Alliance
Royce Funds
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 --NEW--
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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