Get Annuity Representatives

This guide provides a clear and comprehensive approach to completing the Annuity Representatives form online. Whether you are a seasoned professional or new to the process, these instructions will help ensure a smooth filling experience.

Follow the steps to successfully complete the Annuity Representatives form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred document editor.
2. Begin by filling out the Producer Section with your full name, nickname, date of birth, and Social Security number. Ensure accuracy in each entry.
3. Provide your business and home address, including street, city, state, zip code, and county. Include the business and home phone numbers and email address.
4. Indicate your professional designations by checking the appropriate boxes and listing any relevant titles.
5. State whether you consent to have your name published in company publications and answer if recognition for awards is acceptable.
6. Fill in the Broker Dealer or Financial Institution name and provide the Tax ID number for the respective entity.
7. List the states in which you wish to be appointed and indicate whether you hold a NASD license.
8. Answer each of the compliance questions truthfully. If you answer 'yes' to any question, attach a written explanation.
9. Sign and date the application at the end of the form to certify the truthfulness of your answers.
10. After completing the form, choose your preferred method of submission: mail, email, or fax.

Complete your documents online today and ensure a seamless appointment process.