Reliance Standard Online Forms Library

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Reliance Standard
1035 Exchange/IRA Rollover/Direct Transfer
Lit No: RS-1937-I
Revised: 05/23/2012
Form ID: 30416
Publish: 05/16/2014
Details
Reliance Standard
Annuity Application Traditional and Index - AZ
Lit No: RSL-8351-0107-AZ
Revised: 05/01/2016
Form ID: 30417
Publish: 05/17/2016
Details
Reliance Standard
Annuity Application Traditional and Index - CT
Lit No: RSL-8351-0107-CT
Revised: 05/01/2016
Form ID: 30418
Publish: 05/17/2016
Details
Reliance Standard
Annuity Application Traditional and Index - CW
Use this app in CA for ALL products as of 2/1/16. Use this app in Indiana ONLY for Keystone (fixed products use app LRS-9093-0701.)
Lit No: RSL-8351-0107
Revised: 05/01/2016
Form ID: 30419
Publish: 05/17/2016
Details
Reliance Standard
Annuity Application Traditional and Index - DE
Lit No: RSL-8351-0107-DE
Revised: 05/01/2016
Form ID: 30420
Publish: 05/17/2016
Details
Reliance Standard
Annuity Application Traditional and Index - FL
Lit No: RSL-8351-0107-FL
Revised: 05/01/2016
Form ID: 30421
Publish: 05/17/2016
Details
Reliance Standard
Annuity Application Traditional and Index - IA
Lit No: RSL-8351-0107-IA
Revised: 05/01/2016
Form ID: 30422
Publish: 05/17/2016
Details
Reliance Standard
Annuity Application Index - MA
Use LRS-9093-0701 for all Apollo and Eleos business in MA.
Lit No: RSL-8351-0107-MA
Revised: 05/01/2016
Form ID: 30423
Publish: 05/17/2016
Details
Reliance Standard
Annuity Application Traditional and Index - NC
Lit No: RSL-8351-0107-NC
Revised: 05/01/2016
Form ID: 30425
Publish: 05/17/2016
Details
Reliance Standard
Annuity Application Index - NJ
Use RSL-8351-0107-NJ for Apollo-SP, all Eleos Business, and all Keystone business in NJ. Use LRS-9093-0701 for the Apollo MVA in NJ.
Lit No: RSL-8351-0107-NJ
Revised: 05/01/2016
Form ID: 30426
Publish: 05/17/2016
Details
Reliance Standard
Annuity Application Traditional and Index - OH
Lit No: RSL-8351-0107-OH
Revised: 05/01/2016
Form ID: 30427
Publish: 05/17/2016
Details
Reliance Standard
Annuity Application Index - PA
Lit No: RSL-8351-0107-PA
Revised: 05/01/2016
Form ID: 30429
Publish: 05/17/2016
Details
Reliance Standard
Annuity Application Traditional and Index - RI
Lit No: RSL-8351-2010-RI
Revised: 05/01/2016
Form ID: 30430
Publish: 05/17/2016
Details
Reliance Standard
Annuity Application Traditional and Index - TX
Lit No: RSL-8351-0107-TX
Revised: 05/01/2016
Form ID: 30431
Publish: 05/17/2016
Details
Reliance Standard
Annuity Application Traditional and Index - VA
Lit No: RSL-8351-0107-VA
Revised: 05/01/2016
Form ID: 30432
Publish: 05/17/2016
Details
Reliance Standard
Annuity Application Traditional and Index - VT
Lit No: RSL-8351-0107-VT
Revised: 05/01/2016
Form ID: 30433
Publish: 05/17/2016
Details
Reliance Standard
Annuity Comparison Form - FL
Lit No: EF-2348
Revised: 05/29/2012
Form ID: 30434
Publish: 10/14/2014
Details
Reliance Standard
Annuity Disclosure
Lit No: EF-1465-D
Revised: 12/19/2017
Form ID: 30435
Publish: 12/20/2017
Details
Reliance Standard
Annuity Disclosure Notice - MN
Lit No: LRS-8665-0412
Revised: 04/01/2012
Form ID: 30436
Publish: 10/14/2014
Details
Reliance Standard
Buyers' Guide - CW
For Traditional Fixed Annuities (Apollo and Eleos.)
Lit No: RS-1606-3
Revised: 06/01/2004
Form ID: 30445
Publish: 10/08/2012
Details
Reliance Standard
Buyers' Guide - KY
Lit No: EF-2728
Revised: 05/29/2012
Form ID: 30446
Publish: 10/08/2012
Details
Reliance Standard
Buyers' Guide - NH
Lit No: RS-1606-4
Revised: 05/29/2012
Form ID: 30447
Publish: 10/08/2012
Details
Reliance Standard
Buyers' Guide - NM
Lit No: EF-1386
Revised: 05/29/2012
Form ID: 30448
Publish: 10/08/2012
Details
Reliance Standard
Buyers' Guide - WI
Lit No: RS-1606-5-A
Revised: 05/29/2012
Form ID: 30449
Publish: 10/08/2012
Details
Reliance Standard
Contracting Paperwork
Lit No: RS-1968-B
Revised: 09/29/2017
Form ID: 30450
Publish: 10/05/2017
Details
Reliance Standard
Disclosure Notice - WI
Lit No: RS-1967-A
Revised: 05/29/2012
Form ID: 30451
Publish: 10/08/2012
Details
Reliance Standard
Group Annuity Application - CA
In CA, use this application for the Eleos SP & Apollo SP, but form RSL-8351-0107 for Keystone business, the Apollo MVA, and the Eleos MVA.
Lit No: LRS-9093-0701
Revised: 05/01/2016
Form ID: 30460
Publish: 05/17/2016
Details
Reliance Standard
Index Annuity Buyers' Guide
Lit No: EF-1716
Revised: 04/01/2007
Form ID: 30461
Publish: 10/08/2012
Details
Reliance Standard
Index Annuity Disclosure Statement
Lit No: EF-1867-D
Revised: 05/01/2016
Form ID: 30462
Publish: 05/17/2016
Details
Reliance Standard
Keystone-10 Statement of Minimum Guaranteed Values
Lit No: EF-1916
Revised: 05/29/2012
Form ID: 30464
Publish: 10/08/2012
Details
Reliance Standard
Keystone-5 Statement of Minimum Guaranteed Values
Lit No: EF-1914
Revised: 05/29/2012
Form ID: 30467
Publish: 10/08/2012
Details
Reliance Standard
Keystone-7 Statement of Minimum Guaranteed Values
Lit No: EF-1915
Revised: 05/29/2012
Form ID: 30470
Publish: 10/08/2012
Details
Reliance Standard
NAIC Replacement Notice
Lit No: EF-1383
Revised: 05/23/2012
Form ID: 30472
Publish: 10/08/2012
Details
Reliance Standard
Partial 1035 Exchange/Surrender
Lit No: EF-1606-A
Revised: 07/01/2010
Form ID: 30473
Publish: 06/05/2015
Details
Reliance Standard
Replacement Form - AR
Lit No: EF-2347
Revised: 05/29/2012
Form ID: 30474
Publish: 10/10/2012
Details
Reliance Standard
Replacement Form - DE
Lit No: RS-1255-C
Revised: 05/29/2012
Form ID: 30475
Publish: 10/08/2012
Details
Reliance Standard
Replacement Form - FL
Lit No: RSL-7938
Revised: 01/01/1991
Form ID: 30476
Publish: 10/10/2012
Details
Reliance Standard
Replacement Form - HI
Lit No: EF-1374
Revised: 05/29/2012
Form ID: 30477
Publish: 10/08/2012
Details
Reliance Standard
Replacement Form - IA
Lit No: EF-1372
Revised: 05/29/2012
Form ID: 30478
Publish: 10/08/2012
Details
Reliance Standard
Replacement Form - ID
Lit No: EF-1147
Revised: 05/29/2012
Form ID: 30479
Publish: 10/10/2012
Details
Reliance Standard
Replacement Form - IL
Lit No: RS-1336-D
Revised: 05/29/2012
Form ID: 30480
Publish: 10/10/2012
Details
Reliance Standard
Replacement Form - IN
Lit No: RS-1963
Revised: 05/29/2012
Form ID: 30481
Publish: 10/10/2012
Details
Reliance Standard
Replacement Form - KS
Lit No: EF-1145
Revised: 05/29/2012
Form ID: 30482
Publish: 10/10/2012
Details
Reliance Standard
Replacement Form - KS
Lit No: RS-1981
Revised: 05/29/2012
Form ID: 30483
Publish: 10/10/2012
Details
Reliance Standard
Replacement Form - LA
Lit No: EF-1371
Revised: 05/29/2012
Form ID: 30484
Publish: 10/10/2012
Details
Reliance Standard
Replacement Form - MD
Lit No: EF-1385
Revised: 05/29/2012
Form ID: 30485
Publish: 10/10/2012
Details
Reliance Standard
Replacement Form - MN
Lit No: RSL-8311-0297
Revised: 05/29/2012
Form ID: 30486
Publish: 10/10/2012
Details
Reliance Standard
Replacement Form - OK
Lit No: RS-1060-C
Revised: 05/29/2012
Form ID: 30488
Publish: 10/10/2012
Details
Reliance Standard
Replacement Form - PA
Lit No: RS-1605-C
Revised: 05/29/2012
Form ID: 30489
Publish: 10/10/2012
Details
Reliance Standard
Replacement Form - TN
Lit No: EF-1455
Revised: 05/29/2012
Form ID: 30491
Publish: 10/10/2012
Details
Reliance Standard
Replacement Form - WA
Lit No: RS-1725-C
Revised: 05/29/2012
Form ID: 30492
Publish: 10/10/2012
Details
Reliance Standard
Replacement Form - WY
Lit No: RS-1420
Revised: 05/29/2012
Form ID: 30493
Publish: 10/10/2012
Details
Reliance Standard
Replacement Statement - OK
Lit No: EF-1007
Revised: 10/01/2007
Form ID: 30494
Publish: 10/08/2012
Details
Reliance Standard
Annuity Agent Guidelines
Required Forms by State
Lit No: EF-1212
Revised: 12/19/2017
Form ID: 30495
Publish: 12/20/2017
Details
Reliance Standard
Suitability Analysis - CW
Lit No: EF-1480-I
Revised: 05/09/2018
Form ID: 30496
Publish: 05/18/2018
Details
Reliance Standard
Suitability Questionnaire - FL
Lit No: EF-2349
Revised: 05/29/2012
Form ID: 30497
Publish: 10/15/2014
Details
Reliance Standard
Annuity Application - MD
Lit No: RSL-8351-0113-MD
Revised: 05/01/2016
Form ID: 31270
Publish: 05/17/2016
Details
Reliance Standard
Annuity Application - PR
Annuity Application for Puerto Rico
Lit No: RSL-8351-0107-PR
Revised: 05/01/2016
Form ID: 32983
Publish: 05/17/2016
Details
Reliance Standard
Sale to Military Personnel Disclosure
Lit No: EF-2893
Revised: 09/24/2013
Form ID: 34271
Publish: 09/25/2013
Details
Reliance Standard
Annuity Application Traditional - IN,MA,NJ,PA
Lit No: LRS-9093-0701
Revised: 02/01/2016
Form ID: 34444
Publish: 02/17/2016
Details
Reliance Standard
Annuity Application - MN
Lit No: RSL-8351-0107-MN
Revised: 05/01/2016
Form ID: 34716
Publish: 05/17/2016
Details
Reliance Standard
Notice Regarding Standards for Medi-Cal Eligibilit
Lit No: EF-2812
Revised: 02/18/2014
Form ID: 35513
Publish: 02/19/2014
Details
Reliance Standard
Notice of In-Home Annuity Sales Visit
Lit No: EF-2811
Revised: 02/18/2014
Form ID: 35514
Publish: 02/19/2014
Details
Reliance Standard
65 or Older Disclosure Form
Disclosure to California Residents age 65 or older
Lit No: EF-2810
Revised: 02/18/2014
Form ID: 35515
Publish: 02/19/2014
Details
Reliance Standard
Pension Plan Disclosure
Lit No: EF-3114
Revised: 03/11/2015
Form ID: 40683
Publish: 03/12/2015
Details
Reliance Standard
Trust Certification Form
For trust owned cases only
Lit No: EF-2989
Revised: 08/09/2017
Form ID: 40684
Publish: 08/18/2017
Details
Reliance Standard
Corporate Owned Annuity Certification
Required for Corporate Ownership.
Lit No: EF-3434
Revised: 08/16/2017
Form ID: 58136
Publish: 08/21/2017
Details
Reliance Standard
Annuity Application - OR
Lit No: RSL-8351-0817-OR
Revised: 11/10/2017
Form ID: 59354
Publish: 11/16/2017
Details
Reliance Standard
Annuity Application Eleos - MA
Annuity Application - for Eleos products in the state of MA.
Lit No: RSL-8351-0816-MA
Revised: 12/19/2017
Form ID: 60061
Publish: 12/20/2017
Details
Reliance Standard
Annuity Application Eleos - MT
Lit No: RSL-8351-0107-MT
Revised: 01/01/1900
Form ID: 60062
Publish: 12/20/2017
Details
Reliance Standard
Inherited Traditional IRA
Lit No: EF-3446
Revised: 05/09/2018
Form ID: 61000
Publish: 05/18/2018
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
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Cantor Fitzgerald
Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CLS Investments
CNL
College Choice 529
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Country Financial
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 --NEW--
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds
FolioFN
Forethought Distributors
Forward Funds
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
GPB --NEW--
Grant Park Funds
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Annuities
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Henderson Global Investors
Hennessy Funds
Highland Capital Management
Highmark Funds
Hines
Homestead Funds
Horizon Investments
Huntington Funds
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
Jensen Funds
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities --NEW--
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lightstone Capital Markets
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
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 --NEW--
Midland National Life
Midland Retirement Distributors
Moody National REIT
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Advisory Solutions --NEW--
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
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
Rainier Capital Management
RBC Capital Markets
Redwood Mortgage Investors
Reef Oil & Gas Partners LP
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties
Rodin Global Property Trust
Royal Alliance
Royce Funds
RS Investments
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Scholars Choice
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steben & Company
Stira Capital Markets Group
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
TCA by E-TRADE
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
The Standard --NEW--
Thompson IM
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 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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