Get Securian

Filling out the Securian form is an essential step in the application process for brokers seeking to establish an appointment. This guide offers clear, concise instructions tailored to help users navigate each section with ease.

Follow the steps to fill out the Securian form online effectively.

1. Press the 'Get Form' button to access the form and open it for editing.
2. In the product information section, indicate which line(s) of business you are requesting an appointment for, including options like life, annuity, or employer plan (401K). Ensure that your entity has a selling agreement with Minnesota Life or Securian Life.
3. Complete the broker information section by providing your full legal name exactly as it appears on your insurance license, along with your date of birth, Social Security number, email address, residential street address, and business street address.
4. Fill in your preferred telephone number and any required fax number. If applicable, include details such as your apartment, suite, or PO box.
5. Add your errors and omissions insurance information, including the carrier name, policy number, minimum coverage amount ($1,000,000 required), effective date, expiration date, and company contact.
6. In the broker-dealer information section, answer whether you are currently associated with a broker-dealer and provide your CRD number if applicable. If yes, provide the full name of the broker-dealer and confirm if they supervise indexed life product sales.
7. Complete the broker declaration section by carefully answering all questions. If you answer 'Yes' to any of the questions, ensure you provide full details in the explanation section, using additional paper if needed.
8. Review the release authorization and Fair Credit Reporting Act disclosure. Ensure you understand that the submitted information may be verified and acknowledge consent for information release by signing in the designated area.
9. Finally, print your name, sign the form, and date it. Review the entire form to confirm all information is accurate and complete before submission.
10. Once finished, save the changes, download, print, or share the form as necessary.

Complete your Securian documents online today to ensure a smooth application process.