Texas Agent Forms

Agent Login Page

APPLICATION FORMS

• ACH Authorization Request

• ACH Form / Automatic Premium Payment

• Annuity Application - Application for annuity membership.

• Guarantee Issue Whole Life – Graded Benefit

• HIPPA Authorization Form - Include with all life insurance applications

• Juvenile Life Application

• Life Insurance Application

• Life Insurance Application Supplement

• Replacement Forms-Texas

• Representative's Electronic Funds Transfer Authorization Form

• Senior Annuity Suitability Form - For customers 65 & older

• Transfer Request Annuities & Life Insurance - Authorization to transfer funds.

• Withholding Form - W-4P - Withholding certificate for pension or annuity payments