Sammons Retirement Solutions Online Forms Library

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Sammons Retirement Solutions
60+ Disclosure - CA
LiveWell Variable Annuity
Lit No: 15591V
Revised: 05/31/2018
Form ID: 29161
Publish: 06/04/2018
Details
Sammons Retirement Solutions
Substantially Equal Periodic Payments
LiveWell Mutual Fund IRA Series
Lit No: 15472M
Revised: 05/31/2018
Form ID: 29162
Publish: 06/05/2018
Details
Sammons Retirement Solutions
MF Series Allocation Change Request Form
LiveWell Mutual Fund IRA Series
Lit No: 15467M
Revised: 10/01/2018
Form ID: 29164
Publish: 10/22/2018
Details
Sammons Retirement Solutions
Variable Annuity Allocation Change Request
LiveWell Variable Annuity
Lit No: 15178V
Revised: 02/01/2019
Form ID: 29165
Publish: 02/15/2019
Details
Sammons Retirement Solutions
Certification of Trust Agreement Mutual Fund IRA
LiveWell Mutual Fund Series
Lit No: 15466M
Revised: 01/01/2016
Form ID: 29167
Publish: 02/02/2016
Details
Sammons Retirement Solutions
Account Access Authorization
LiveWell Mutual Fund IRA Series
Lit No: 15176M
Revised: 05/01/2018
Form ID: 29170
Publish: 04/27/2018
Details
Sammons Retirement Solutions
MF Dollar Cost Averaging Program Form
LiveWell Mutual Fund Series
Lit No: 15477M
Revised: 10/01/2018
Form ID: 29173
Publish: 10/22/2018
Details
Sammons Retirement Solutions
Dollar Cost Averaging Program
LiveWell Variable Annuity
Lit No: 15175V
Revised: 02/01/2019
Form ID: 29174
Publish: 02/15/2019
Details
Sammons Retirement Solutions
Foreign Death Questionnaire
Lit No: 15819M
Revised: 03/01/2013
Form ID: 29177
Publish: 04/17/2013
Details
Sammons Retirement Solutions
Mutual Fund IRA Application (all funds)
LiveWell Mutual Fund IRA
Lit No: 15461M
Revised: 09/01/2018
Form ID: 29184
Publish: 09/26/2018
Details
Sammons Retirement Solutions
Mutual Fund IRA Application (short form)
LiveWell Mutual Fund IRA
Lit No: 15462M
Revised: 08/01/2018
Form ID: 29185
Publish: 07/30/2018
Details
Sammons Retirement Solutions
Non-Financial Change Request Form
LiveWell Mutual Fund Series
Lit No: 15469M
Revised: 05/31/2018
Form ID: 29188
Publish: 06/05/2018
Details
Sammons Retirement Solutions
Replacement Form - IL
Lit No: 15859V-12
Revised: 12/01/2011
Form ID: 29192
Publish: 06/06/2012
Details
Sammons Retirement Solutions
RMD Request Mutual Fund IRA
LiveWell Mutual Fund IRA
Lit No: 15470M
Revised: 05/01/2018
Form ID: 29211
Publish: 05/04/2018
Details
Sammons Retirement Solutions
Roth IRA Conversion Mutual Funds IRA
LiveWell Mutual Fund IRA Series
Lit No: 15813M
Revised: 05/01/2018
Form ID: 29213
Publish: 04/20/2018
Details
Sammons Retirement Solutions
Variable Annuity Application (Compact) (5, 6, 7)
LiveWell Variable Annuity
Lit No: ICC14-15137V
Revised: 02/01/2019
Form ID: 29217
Publish: 02/15/2019
Details
Sammons Retirement Solutions
Variable Annuity Application (FL) (5, 6, 7)
LiveWell Variable Annuity
Lit No: 15137V-09-5
Revised: 02/01/2019
Form ID: 29218
Publish: 02/15/2019
Details
Sammons Retirement Solutions
Change of Agent/Representative Request Form
LiveWell Annuity Series
Lit No: 15189H
Revised: 10/01/2017
Form ID: 31346
Publish: 01/04/2018
Details
Sammons Retirement Solutions
Plus Mutual Fund IRA Application (all funds)
LiveWell Plus Mutual Fund IRA
Lit No: 17239M
Revised: 09/01/2018
Form ID: 31718
Publish: 09/26/2018
Details
Sammons Retirement Solutions
Plus Mutual Fund IRA Application (short form)
LiveWell Plus Mutual Fund IRA
Lit No: 17388M
Revised: 08/01/2018
Form ID: 31719
Publish: 07/30/2018
Details
Sammons Retirement Solutions
Change of Registered Representative Request
LiveWell Mutual Fund Series
Lit No: 15189M
Revised: 05/01/2018
Form ID: 31988
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Inherited IRA Distribution Option Form
LiveWell Mutual Fund IRA Series
Lit No: 16827M
Revised: 05/31/2018
Form ID: 32270
Publish: 06/04/2018
Details
Sammons Retirement Solutions
Live Well Mutual Fund IRA
Lit No: 16756M
Revised: 01/01/2013
Form ID: 32713
Publish: 05/22/2013
Details
Sammons Retirement Solutions
Variable Annuity App (Select States) (5,6,7)
LiveWell Variable Annuity
Lit No: 15137V
Revised: 02/01/2019
Form ID: 34719
Publish: 02/15/2019
Details
Sammons Retirement Solutions
LiveWell Verification of Identity
Lit No: 19304A
Revised: 09/29/2017
Form ID: 36285
Publish: 09/28/2017
Details
Sammons Retirement Solutions
LiveWell Non-Resident Verification
Lit No: 19305A
Revised: 11/01/2018
Form ID: 36286
Publish: 11/28/2018
Details
Sammons Retirement Solutions
Certification of Trust Agreement
LiveWell Annuity Series
Lit No: 19306A
Revised: 10/01/2018
Form ID: 36287
Publish: 01/11/2019
Details
Sammons Retirement Solutions
LiveWell Inherited IRA Distribution Option
LiveWell Annuity Series
Lit No: 19339A
Revised: 11/01/2018
Form ID: 36288
Publish: 11/27/2018
Details
Sammons Retirement Solutions
Partial Withdrawal or Full Surrender Request
LiveWell Annuity Series
Lit No: 19504A
Revised: 10/01/2018
Form ID: 36289
Publish: 11/16/2018
Details
Sammons Retirement Solutions
State Replacement Form
LiveWell Annuity Series
Lit No: 19506A
Revised: 11/01/2018
Form ID: 36291
Publish: 11/28/2018
Details
Sammons Retirement Solutions
LiveWell Replacement - CA
LiveWell Annuity Series
Lit No: 19506A-04
Revised: 10/01/2018
Form ID: 36292
Publish: 11/28/2018
Details
Sammons Retirement Solutions
LiveWell Replacement - DE
Lit No: 19506A-07
Revised: 11/01/2018
Form ID: 36293
Publish: 11/29/2018
Details
Sammons Retirement Solutions
State Replacement Form - FL
LiveWell Annuity Series
Lit No: 19506A-09
Revised: 09/01/2018
Form ID: 36294
Publish: 11/27/2018
Details
Sammons Retirement Solutions
LiveWell Replacement - ID
Lit No: 19506A-11
Revised: 11/01/2018
Form ID: 36295
Publish: 11/28/2018
Details
Sammons Retirement Solutions
LiveWell Replacement - IL
LiveWell Annuity Series
Lit No: 19506A-12-A
Revised: 10/01/2018
Form ID: 36296
Publish: 11/28/2018
Details
Sammons Retirement Solutions
LiveWell Replacement - IN
LiveWell Annuity Series
Lit No: 19506A-13
Revised: 10/01/2018
Form ID: 36297
Publish: 11/28/2018
Details
Sammons Retirement Solutions
LiveWell Replacement - KS
LiveWell Annuity Series
Lit No: 19506A-15
Revised: 10/01/2018
Form ID: 36298
Publish: 11/28/2018
Details
Sammons Retirement Solutions
State Replacement - MA
LiveWell Annuity Series
Lit No: 19506A-20
Revised: 10/01/2018
Form ID: 36299
Publish: 11/28/2018
Details
Sammons Retirement Solutions
LiveWell Replacement - MN
LiveWell Annuity Series
Lit No: 19506A-22
Revised: 10/01/2018
Form ID: 36300
Publish: 11/28/2018
Details
Sammons Retirement Solutions
LiveWell Replacement - NV
Lit No: 19506A-27
Revised: 10/01/2018
Form ID: 36302
Publish: 11/28/2018
Details
Sammons Retirement Solutions
LiveWell Replacement - OK
LiveWell Annuity Series
Lit No: 19506A-35
Revised: 10/01/2018
Form ID: 36303
Publish: 11/28/2018
Details
Sammons Retirement Solutions
PA State Replacement Form
LiveWell Annuity Series
Lit No: 19506A-37
Revised: 09/01/2018
Form ID: 36304
Publish: 11/28/2018
Details
Sammons Retirement Solutions
State Replacement Form - TN
LiveWell Annuity Series
Lit No: 19506A-41
Revised: 10/01/2018
Form ID: 36305
Publish: 11/28/2018
Details
Sammons Retirement Solutions
State Replacement Form - WA
LiveWell Annuity Series
Lit No: 19506A-46
Revised: 10/01/2018
Form ID: 36306
Publish: 11/28/2018
Details
Sammons Retirement Solutions
LiveWell Replacement - WY
Lit No: 19506A-49
Revised: 10/01/2018
Form ID: 36307
Publish: 11/28/2018
Details
Sammons Retirement Solutions
Beneficiary Designation with Restricted Payout
LiveWell Annuity Series
Lit No: 19507A
Revised: 11/01/2018
Form ID: 36308
Publish: 01/11/2019
Details
Sammons Retirement Solutions
LiveWell Internal Exchange
Lit No: 19508A
Revised: 11/01/2018
Form ID: 36309
Publish: 11/27/2018
Details
Sammons Retirement Solutions
LiveWell Non-Qualified Stretch Distribution Option
Lit No: 19509A
Revised: 11/01/2018
Form ID: 36310
Publish: 11/27/2018
Details
Sammons Retirement Solutions
LiveWell Required Minimum Distribution Request
Lit No: 19510A
Revised: 11/01/2018
Form ID: 36311
Publish: 11/28/2018
Details
Sammons Retirement Solutions
72(t)/72(q) Substantially Equal Periodic Payments
LiveWell Annuity Series
Lit No: 19511A
Revised: 11/01/2018
Form ID: 36312
Publish: 11/28/2018
Details
Sammons Retirement Solutions
LiveWell Non-Financial Change Request
LiveWell Annuity Series
Lit No: 19513A
Revised: 10/01/2018
Form ID: 36314
Publish: 12/11/2018
Details
Sammons Retirement Solutions
LiveWell Roth IRA Conversion Form
LiveWell Annuity Series
Lit No: 19515A
Revised: 05/01/2018
Form ID: 36316
Publish: 04/27/2018
Details
Sammons Retirement Solutions
LiveWell Collateral Assignment
Lit No: 19516A
Revised: 11/01/2018
Form ID: 36317
Publish: 11/28/2018
Details
Sammons Retirement Solutions
LiveWell Duplicate Contract Request
Lit No: 19517A
Revised: 11/01/2018
Form ID: 36318
Publish: 11/28/2018
Details
Sammons Retirement Solutions
LiveWell Annuitization Form
LiveWell Annuity Series
Lit No: 19518A
Revised: 11/01/2018
Form ID: 36319
Publish: 11/27/2018
Details
Sammons Retirement Solutions
LiveWell Life Only Disclaimer
LiveWell Annuity Series
Lit No: 19519A
Revised: 11/01/2018
Form ID: 36320
Publish: 11/28/2018
Details
Sammons Retirement Solutions
Contract Access Authorization Form
LiveWell Annuity Series
Lit No: 19520A
Revised: 09/01/2018
Form ID: 36321
Publish: 11/27/2018
Details
Sammons Retirement Solutions
LiveWell Fixed Index Annuity CA 65+ Disclosure
Lit No: 19522A
Revised: 10/01/2018
Form ID: 36322
Publish: 11/27/2018
Details
Sammons Retirement Solutions
Internal Replacement Form - FL
LiveWell Annuity Series
Lit No: 19523A-09
Revised: 09/01/2018
Form ID: 36323
Publish: 11/27/2018
Details
Sammons Retirement Solutions
LiveWell Additional Replacement - IL
LiveWell Annuity Series
Lit No: 19524A-12-B
Revised: 10/01/2018
Form ID: 36324
Publish: 11/28/2018
Details
Sammons Retirement Solutions
KS Internal Replacement Form
LiveWell Annuity Series
Lit No: 19525A-15
Revised: 10/01/2018
Form ID: 36325
Publish: 11/28/2018
Details
Sammons Retirement Solutions
FL Disclosure and Comparison Form
LiveWell Annuity Series
Lit No: 19528A-09
Revised: 09/01/2017
Form ID: 36327
Publish: 08/30/2017
Details
Sammons Retirement Solutions
LiveWell 1035 Exchange/Transfer Request
LiveWell Annuity Series
Lit No: 19529A
Revised: 10/01/2017
Form ID: 36328
Publish: 12/01/2017
Details
Sammons Retirement Solutions
LiveWell Electronic Delivery Consent
Lit No: 19530A
Revised: 05/31/2018
Form ID: 36329
Publish: 06/04/2018
Details
Sammons Retirement Solutions
LiveWell Fixed Index Annuity Account Allocation
LiveWell Fixed Index Annuity
Lit No: 19531I
Revised: 02/09/2017
Form ID: 36330
Publish: 01/31/2017
Details
Sammons Retirement Solutions
LiveWell FIA Series Rider Withdrawal Form
LiveWell Fixed Indexed Annuity Series
Lit No: 19534I
Revised: 02/06/2017
Form ID: 36331
Publish: 02/06/2017
Details
Sammons Retirement Solutions
Variable Annuity Application (MT) (5, 6, 7)
LiveWell Variable Annuity
Lit No: 15137V-25
Revised: 02/01/2019
Form ID: 37179
Publish: 02/15/2019
Details
Sammons Retirement Solutions
Custodial Account Form for UGMA/UTMA
LiveWell Annuity Series
Lit No: 19692A
Revised: 03/01/2014
Form ID: 38222
Publish: 09/24/2014
Details
Sammons Retirement Solutions
Annuity Suitability Questionnaire - FL
LiveWell Annuity Series
Lit No: 20901A-09
Revised: 11/01/2018
Form ID: 40537
Publish: 11/28/2018
Details
Sammons Retirement Solutions
Additional Contribution Acknowledgment Form
LiveWell Mutual Fund IRA Series
Lit No: 21927M
Revised: 10/01/2018
Form ID: 41203
Publish: 11/16/2018
Details
Sammons Retirement Solutions
Annuity Suitability Form
LiveWell Annuity Series
Lit No: 19604A
Revised: 05/22/2018
Form ID: 41387
Publish: 05/21/2018
Details
Sammons Retirement Solutions
AL Arbitration Agreement
LiveWell Annuity Series
Lit No: 19597A
Revised: 10/01/2018
Form ID: 41715
Publish: 11/27/2018
Details
Sammons Retirement Solutions
SPDA Disclosure OH
LiveWell Guarantee Annuity
Lit No: 22178G-OH
Revised: 09/01/2017
Form ID: 41716
Publish: 09/05/2017
Details
Sammons Retirement Solutions
SPDA Disclosure KS
LiveWell Guarantee Annuity
Lit No: 22178G-KS
Revised: 09/01/2017
Form ID: 41717
Publish: 08/30/2017
Details
Sammons Retirement Solutions
Understanding The MVA For LiveWell MYGA-Compact
LiveWell Guarantee Annuity
Lit No: 21268G-ICC
Revised: 09/29/2017
Form ID: 46238
Publish: 09/20/2017
Details
Sammons Retirement Solutions
Understanding The MVA For LiveWell MYGA
LiveWell Guarantee Annuity
Lit No: 21268G
Revised: 09/29/2017
Form ID: 46239
Publish: 09/20/2017
Details
Sammons Retirement Solutions
Additional Premium Acknowledgement Form
LiveWell Annuity Series
Lit No: 23213A
Revised: 10/01/2018
Form ID: 46344
Publish: 10/31/2018
Details
Sammons Retirement Solutions
Mutual Fund IRA Disclosure Statement
LiveWell Mutual Fund IRA
Lit No: 15810M
Revised: 01/01/2018
Form ID: 46450
Publish: 02/05/2018
Details
Sammons Retirement Solutions
Mutual Fund Plus IRA Disclosure Statement
LiveWell Plus Mutual Fund IRA
Lit No: 17248M
Revised: 01/01/2018
Form ID: 46451
Publish: 02/05/2018
Details
Sammons Retirement Solutions
Arkansas Replacement Disclosure Comparison
LiveWell Fixed Index Annuity
Lit No: 24551A-03
Revised: 11/01/2018
Form ID: 50681
Publish: 11/28/2018
Details
Sammons Retirement Solutions
Nevada Replacement Disclosure Comparison Statement
LiveWell Fixed Index Annuity
Lit No: 24550A-27
Revised: 10/01/2018
Form ID: 50682
Publish: 11/28/2018
Details
Sammons Retirement Solutions
Understanding The MVA For LiveWell Preferred FIA
LiveWell Preferred Fixed Index Annuity
Lit No: 24841I
Revised: 02/01/2017
Form ID: 53510
Publish: 01/23/2017
Details
Sammons Retirement Solutions
Understanding The MVA For LiveWell MYGA in CT
LiveWell Guarantee Annuity
Lit No: 21268G-06
Revised: 02/09/2017
Form ID: 54055
Publish: 02/08/2017
Details
Sammons Retirement Solutions
MYGA Understanding the MVA Flyer - CA
LiveWell Guarantee Annuity
Lit No: 21268G-CA
Revised: 03/01/2017
Form ID: 54924
Publish: 03/20/2017
Details
Sammons Retirement Solutions
Preferred FIA Understanding the MVA-CA
LiveWell Preferred Fixed Index Annuity
Lit No: 24841I-04
Revised: 03/20/2017
Form ID: 54927
Publish: 03/09/2017
Details
Sammons Retirement Solutions
Understanding the MVA Flyer for CA
LiveWell Fixed Index Annuity
Lit No: 20108I-04
Revised: 03/20/2017
Form ID: 54928
Publish: 03/09/2017
Details
Sammons Retirement Solutions
Variable Annuity Application (CA) (7 Year)
LiveWell Variable Annuity
Lit No: 15137V-04.7
Revised: 02/01/2019
Form ID: 55567
Publish: 02/15/2019
Details
Sammons Retirement Solutions
Variable Annuity Application (CA) (5 Year)
LiveWell Variable Annuity
Lit No: 15137V-04.5
Revised: 02/01/2019
Form ID: 55568
Publish: 02/15/2019
Details
Sammons Retirement Solutions
Variable Annuity Application (DC) (7 Year)
LiveWell Variable Annuity
Lit No: 15137V-08.7
Revised: 02/01/2019
Form ID: 55569
Publish: 02/15/2019
Details
Sammons Retirement Solutions
Variable Annuity Application (DC) (5 Year)
LiveWell Variable Annuity
Lit No: 15137V-08.5
Revised: 02/01/2019
Form ID: 55570
Publish: 02/15/2019
Details
Sammons Retirement Solutions
Variable Annuity Application (Compact) (7 Year)
LiveWell Variable Annuity
Lit No: ICC16-15137V.7
Revised: 02/01/2019
Form ID: 55571
Publish: 02/15/2019
Details
Sammons Retirement Solutions
Variable Annuity Application (Compact) (5 Year)
LiveWell Variable Annuity
Lit No: ICC16-15137V.5
Revised: 02/01/2019
Form ID: 55572
Publish: 02/15/2019
Details
Sammons Retirement Solutions
Variable Annuity Application (FL) (7 Year)
LiveWell Variable Annuity
Lit No: 15137V-09-5.7
Revised: 02/01/2019
Form ID: 55573
Publish: 02/15/2019
Details
Sammons Retirement Solutions
Variable Annuity Application (FL) 5 Year
LiveWell Variable Annuity
Lit No: 15137V-09-5.5
Revised: 02/01/2019
Form ID: 55574
Publish: 02/15/2019
Details
Sammons Retirement Solutions
Variable Annuity Application (7 year)
LiveWell Variable Annuity
Lit No: 15137V.7
Revised: 02/01/2019
Form ID: 55575
Publish: 02/15/2019
Details
Sammons Retirement Solutions
Variable Annuity Application (5 year)
LiveWell Variable Annuity
Lit No: 15137V.5
Revised: 02/01/2019
Form ID: 55576
Publish: 02/15/2019
Details
Sammons Retirement Solutions
Suitability Comparison of Annuity Contracts
LiveWell Annuity Series
Lit No: 26429A
Revised: 05/22/2018
Form ID: 58139
Publish: 11/12/2018
Details
Sammons Retirement Solutions
Electronic Delivery Consent
Mutual Fund
Lit No: 15184M
Revised: 05/01/2018
Form ID: 61876
Publish: 04/30/2018
Details
Sammons Retirement Solutions
Foreign Death Questionnaire
All annuities
Lit No: 24709M
Revised: 05/31/2018
Form ID: 62446
Publish: 06/04/2018
Details
Sammons Retirement Solutions
MYGA Renewal Form
LiveWell Guarantee Annuity
Lit No: 21599G
Revised: 06/01/2018
Form ID: 62798
Publish: 06/12/2018
Details
Sammons Retirement Solutions
Individual Variable Annuity Application FL
LiveWell Freedom Variable Annuity
Lit No: 27008V-09
Revised: 02/01/2019
Form ID: 62983
Publish: 01/31/2019
Details
Sammons Retirement Solutions
Individual Variable Annuity Application Compact
LiveWell Freedom Variable Annuity
Lit No: ICC18-27008V
Revised: 02/01/2019
Form ID: 62984
Publish: 01/31/2019
Details
Sammons Retirement Solutions
Individual Variable Annuity Application DE
LiveWell Freedom Variable Annuity
Lit No: 27008V-07
Revised: 02/01/2019
Form ID: 62985
Publish: 01/31/2019
Details
Sammons Retirement Solutions
Individual Variable Annuity Application
LiveWell Freedom Variable Annuity
Lit No: 27008V
Revised: 02/01/2019
Form ID: 62986
Publish: 01/31/2019
Details
Sammons Retirement Solutions
Individual Variable Annuity Application DC
LiveWell Freedom Variable Annuity
Lit No: 27008V-08
Revised: 02/01/2019
Form ID: 62987
Publish: 01/31/2019
Details
Sammons Retirement Solutions
Allocation Change Request
Freedom VA
Lit No: 27010V
Revised: 02/01/2019
Form ID: 63180
Publish: 01/31/2019
Details
Sammons Retirement Solutions
GLWB Partial Surrender Form
Freedom VA series
Lit No: 27802V
Revised: 07/01/2018
Form ID: 63338
Publish: 10/01/2018
Details
Sammons Retirement Solutions
Beneficiary Designation Form
VA, Freedom VA
Lit No: 28463H
Revised: 11/01/2018
Form ID: 65141
Publish: 01/07/2019
Details
Sammons Retirement Solutions
Fixed Annuity App - DC
For FIA, PFIA, MYGA
Lit No: 28004H-08
Revised: 07/01/2018
Form ID: 65379
Publish: 01/11/2019
Details
Sammons Retirement Solutions
Fixed Annuity App - FL
For FIA, PFIA, MYGA
Lit No: 28004H-09
Revised: 07/01/2018
Form ID: 65380
Publish: 01/11/2019
Details
Sammons Retirement Solutions
Fixed Annuity App - Compact
For FIA, PFIA, MYGA
Lit No: ICC18-27473H
Revised: 04/01/2018
Form ID: 65381
Publish: 01/11/2019
Details
Sammons Retirement Solutions
Fixed Annuity App - Non-compact
Product FIA, PFIA, MYGA
Lit No: 28004H
Revised: 07/01/2018
Form ID: 65382
Publish: 01/11/2019
Details
Sammons Retirement Solutions
MYGA Disclosure - State Variation
MYGA
Lit No: 28627G-99
Revised: 02/01/2019
Form ID: 65414
Publish: 01/31/2019
Details
Sammons Retirement Solutions
MYGA Disclosure - Standard
MYGA
Lit No: 28627G
Revised: 02/01/2019
Form ID: 65415
Publish: 01/31/2019
Details
Sammons Retirement Solutions
PFIA 10 Disclosure Form
PFIA
Lit No: 28625I-PREF10
Revised: 02/01/2019
Form ID: 65416
Publish: 02/01/2019
Details
Sammons Retirement Solutions
PFIA 7 Disclosure Form
PFIA
Lit No: 28625I-PREF7
Revised: 02/01/2019
Form ID: 65417
Publish: 02/01/2019
Details
Sammons Retirement Solutions
PFIA 5 Disclosure Form
PFIA
Lit No: 28625I-PREF5
Revised: 02/01/2019
Form ID: 65418
Publish: 02/01/2019
Details
Sammons Retirement Solutions
MA FIA Disclosure Form
FIA
Lit No: 28626I-20
Revised: 02/01/2019
Form ID: 65419
Publish: 02/01/2019
Details
Sammons Retirement Solutions
Generic FIA Disclosure Form
FIA
Lit No: 28626I
Revised: 02/01/2019
Form ID: 65420
Publish: 02/01/2019
Details
Sammons Retirement Solutions
FIA Series Account Allocation-DSM Address
FIA
Lit No: 28149H
Revised: 10/01/2018
Form ID: 65421
Publish: 01/10/2019
Details
Sammons Retirement Solutions
Change of Agent/Rep Request Form
FIA, PFIA, MYGA
Lit No: 28143R
Revised: 10/01/2018
Form ID: 65422
Publish: 01/10/2019
Details
Sammons Retirement Solutions
Power of Attorney Certificate Form
FIA, PFIA, MYGA
Lit No: 19656Y
Revised: 07/01/2018
Form ID: 65436
Publish: 01/09/2019
Details
Sammons Retirement Solutions
MGDO Form
FIA, PFIA, MYGA
Lit No: 8103Y
Revised: 02/01/2017
Form ID: 65437
Publish: 01/11/2019
Details
Sammons Retirement Solutions
Legacy Protector Disclosure Form
PFIA
Lit No: 27808I
Revised: 09/01/2018
Form ID: 65438
Publish: 01/10/2019
Details
Sammons Retirement Solutions
NC Income for Life Disclosure Form
PFIA
Lit No: 28810I-32
Revised: 02/01/2019
Form ID: 65439
Publish: 02/01/2019
Details
Sammons Retirement Solutions
Income for Life Disclosure Form
PFIA
Lit No: 28810I
Revised: 02/01/2019
Form ID: 65440
Publish: 02/01/2019
Details
Sammons Retirement Solutions
SRS Agent Authorization Form
FIA, PFIA, MYGA
Lit No: 28082H
Revised: 10/01/2018
Form ID: 65441
Publish: 01/10/2019
Details
Sammons Retirement Solutions
Annuity ACH Form
FIA, PFIA, MYGA
Lit No: 26635Y
Revised: 04/01/2018
Form ID: 65450
Publish: 01/10/2019
Details
Sammons Retirement Solutions
Non-Resident Verification form
FIA, PFIA, MYGA
Lit No: 12554Y
Revised: 07/01/2018
Form ID: 65451
Publish: 01/10/2019
Details
Sammons Retirement Solutions
Certification of Trust Agreement
All products
Lit No: 10112Y
Revised: 09/01/2014
Form ID: 65452
Publish: 12/17/2018
Details
Sammons Retirement Solutions
AR Comparison Form
All products
Lit No: 12338Y-Ar
Revised: 11/01/2015
Form ID: 65453
Publish: 12/17/2018
Details
Sammons Retirement Solutions
NV Comparison Form
All products
Lit No: 12338Y-NV
Revised: 07/01/2014
Form ID: 65454
Publish: 12/17/2018
Details
Sammons Retirement Solutions
FL Accredited Investor Form
All products
Lit No: 14558Y
Revised: 01/01/2012
Form ID: 65455
Publish: 12/17/2018
Details
Sammons Retirement Solutions
State Replacement Form WY
All products
Lit No: 18270Y-Wy
Revised: 07/01/2014
Form ID: 65456
Publish: 12/17/2018
Details
Sammons Retirement Solutions
FL Suitability Questionnaire
All products
Lit No: 21240Y
Revised: 12/01/2014
Form ID: 65457
Publish: 12/17/2018
Details
Sammons Retirement Solutions
S&P Low Vol Disclosure Supplement
MNL IndexBuilder, MNL BenefitPay, MNL IncomeVantage, MNL RetireVantage, MNL Endeavor
Lit No: 22370Y
Revised: 08/01/2016
Form ID: 65458
Publish: 12/17/2018
Details
Sammons Retirement Solutions
FL Disclosure and Comparison Form
All products
Lit No: 25134Y
Revised: 06/01/2017
Form ID: 65459
Publish: 12/17/2018
Details
Sammons Retirement Solutions
Suitability Comparison of Annuity Contracts
All products
Lit No: 26002Y
Revised: 05/22/2018
Form ID: 65460
Publish: 12/17/2018
Details
Sammons Retirement Solutions
MARC 5 Disclosure Supplement
MNL Endeavor and MNL IncomeVantage
Lit No: 26091Y
Revised: 07/01/2017
Form ID: 65461
Publish: 12/17/2018
Details
Sammons Retirement Solutions
Customer Info Authorization Form
Lit No: 26455Y
Revised: 09/01/2018
Form ID: 65462
Publish: 12/17/2018
Details
Sammons Retirement Solutions
Annuity Suitability Form
For all annuities
Lit No: 27274Y
Revised: 05/22/2018
Form ID: 65463
Publish: 12/17/2018
Details
Sammons Retirement Solutions
FL External Replacement Form
All products
Lit No: 6153Y
Revised: 07/01/2014
Form ID: 65464
Publish: 12/17/2018
Details
Sammons Retirement Solutions
FL Comparative Information Form
All products
Lit No: 6153Y-A
Revised: 07/01/2014
Form ID: 65465
Publish: 12/17/2018
Details
Sammons Retirement Solutions
State Replacement Form
All annuities
Lit No: 6779Y
Revised: 07/01/2014
Form ID: 65466
Publish: 12/17/2018
Details
Sammons Retirement Solutions
State Replacement Form DE
All products
Lit No: 6779Y-De
Revised: 09/01/2017
Form ID: 65467
Publish: 12/17/2018
Details
Sammons Retirement Solutions
State Replacement Form FL
All products
Lit No: 6779Y-FL
Revised: 07/01/2014
Form ID: 65468
Publish: 12/17/2018
Details
Sammons Retirement Solutions
State Replacement Form ID
All products
Lit No: 6779Y-Id
Revised: 07/01/2014
Form ID: 65469
Publish: 12/17/2018
Details
Sammons Retirement Solutions
State Replacement Form IL
All products
Lit No: 6779Y-IL-A
Revised: 07/01/2014
Form ID: 65470
Publish: 12/17/2018
Details
Sammons Retirement Solutions
Additional State Replacement Form IL
All products
Lit No: 6779Y-IL-B
Revised: 07/01/2014
Form ID: 65471
Publish: 12/17/2018
Details
Sammons Retirement Solutions
State Replacement Form IN
All products
Lit No: 6779Y-In
Revised: 07/01/2014
Form ID: 65472
Publish: 12/17/2018
Details
Sammons Retirement Solutions
Internal State Replacement Form KS
All products
Lit No: 6779Y-KS-A
Revised: 07/01/2014
Form ID: 65473
Publish: 12/17/2018
Details
Sammons Retirement Solutions
State Replacement Form KS
All products
Lit No: 6779Y-KS-B
Revised: 07/01/2014
Form ID: 65474
Publish: 12/17/2018
Details
Sammons Retirement Solutions
State Replacement Form MA
All products
Lit No: 6779Y-Ma
Revised: 07/01/2014
Form ID: 65475
Publish: 12/17/2018
Details
Sammons Retirement Solutions
State Replacement Form MN
All products
Lit No: 6779Y-MN
Revised: 07/01/2014
Form ID: 65476
Publish: 12/17/2018
Details
Sammons Retirement Solutions
NAIC State Replacement Form
All products
Lit No: 6779Y-NAIC
Revised: 11/01/2014
Form ID: 65477
Publish: 12/17/2018
Details
Sammons Retirement Solutions
State Replacement Form NV
All products
Lit No: 6779Y-NV
Revised: 07/01/2014
Form ID: 65478
Publish: 12/17/2018
Details
Sammons Retirement Solutions
State Replacement Form OK
All products
Lit No: 6779Y-Ok
Revised: 07/01/2014
Form ID: 65479
Publish: 12/17/2018
Details
Sammons Retirement Solutions
State Replacement Form PA
All products
Lit No: 6779Y-Pa
Revised: 07/01/2014
Form ID: 65480
Publish: 12/17/2018
Details
Sammons Retirement Solutions
State Replacement Form TN
All products
Lit No: 6779Y-TN
Revised: 07/01/2014
Form ID: 65481
Publish: 12/17/2018
Details
Sammons Retirement Solutions
State Replacement Form WA
All products
Lit No: 6779Y-Wa
Revised: 07/01/2014
Form ID: 65482
Publish: 12/17/2018
Details
Sammons Retirement Solutions
State Replacement Form CA
All products
Lit No: 6779Y-Y
Revised: 07/01/2014
Form ID: 65483
Publish: 12/17/2018
Details
Sammons Retirement Solutions
Required Minimum Distribution Request Form
All products
Lit No: 6785Yxxx
Revised: 12/01/2018
Form ID: 65484
Publish: 01/24/2019
Details
Sammons Retirement Solutions
CA Elder Disclosure
All products
Lit No: 7572Y
Revised: 10/01/2013
Form ID: 65485
Publish: 12/17/2018
Details
Sammons Retirement Solutions
Annuity Beneficiary Change Request
All products
Lit No: 8849Y
Revised: 12/01/2018
Form ID: 65486
Publish: 12/17/2018
Details
Sammons Retirement Solutions
CA In-Home Visit Form
All products
Lit No: 9299Y
Revised: 01/01/2013
Form ID: 65487
Publish: 12/17/2018
Details
Sammons Retirement Solutions
AL Arbitration Agreement
Lit No: 12538Y-01
Revised: 07/01/2014
Form ID: 65488
Publish: 12/17/2018
Details
Sammons Retirement Solutions
Contracting Checklist
Contracting form
Lit No: 23023S
Revised: 09/01/2018
Form ID: 65623
Publish: 01/07/2019
Details
Sammons Retirement Solutions
Agent/Representative Data Form & Contract App
Contracting form
Lit No: 15183S
Revised: 05/01/2018
Form ID: 65624
Publish: 01/07/2019
Details
Sammons Retirement Solutions
Restricted Beneficiary Designation Form
Lit No: 27582Y
Revised: 10/01/2018
Form ID: 65935
Publish: 01/10/2019
Details
Sammons Retirement Solutions
Beneficiary Designation Form
Lit No: 28462M
Revised: 11/01/2018
Form ID: 65961
Publish: 01/14/2019
Details
Sammons Retirement Solutions
Beneficiary Restricted Payout Option
Mutual Fund, MF+
Lit No: 27309M
Revised: 12/01/2018
Form ID: 65962
Publish: 01/14/2019
Details
Sammons Retirement Solutions
Full Surrender Request
All products
Lit No: 8713Y
Revised: 01/01/2019
Form ID: 66082
Publish: 01/24/2019
Details
Sammons Retirement Solutions
NQ Stretch Distribution Option Form
FIA, PFIA, MYGA
Lit No: 27739Y
Revised: 01/01/2019
Form ID: 66124
Publish: 02/01/2019
Details
Sammons Retirement Solutions
Inherited IRA Distribution Option Form
FIA, PFIA, MYGA
Lit No: 27740Y
Revised: 01/01/2019
Form ID: 66125
Publish: 02/01/2019
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
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
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
College SAVE
CollegeBound 529
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Cunat
CV Data Center Growth & Income REIT
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
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Mutual Funds
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
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
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 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
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 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
Sierra Mutual Funds --NEW--
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
Strategic Student & Senior Housing Trust, Inc
Strategic Wireless Infrastructure Fund --NEW--
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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