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Company Info

Agent Forms

Application

ANNUITY APPLICATION STATE OF PA

States:
PA

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ACH Automatic Premium Payment

Authorization to deduct the monthly payments direct from checking acoount.

States:
CO, IL, IA, MO, PA, TX, WV, WI

[download]

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Additional Beneficiary form

To be used to name multiple beneficiaries to be included with the application.

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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ANNUITY APPLICATION 2010

States:
IL, IA, MO, TX, WV, WI

[download]

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Annuity application for the State of Iowa 0309

States:
IA

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ANNUITY APPLICATION STATE OF MARYLAND

States:
MD

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Annuity Suitability Form

States:
MO

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Buyers Guide to Annuities

States:
WI

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Guarantee Issue

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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HIPPA Authorization Form

Include with all life insurance applications.
States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Illustration Compliance Certification Form

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Juvenile Life Application

Application for life insurance coverage for child age 0-15.
States:
CO, IL, IA, MD, MO, TX, WV, WI

[download]

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Juvenile Life Application

Life insurance application for child age 0-15.
States:
PA

[download]

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Life Insurance Application

Application for life insurance age 15 and over.
States:
CO, IL, IA, MD, MO, TX, WV

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Life Insurance Application

Application for life insurance age 15 and over.
States:
WI

[download]

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Life Insurance Application

Application for life insurance age 15 and over.
States:
PA

[download]

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Life insurance application and related forms.

Maryland Life application and related forms except transfer and replacement forms.
States:
MD

[download]

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Life insurance application and related forms.

Life application and related forms except transfers and replacement forms.
States:
CO, IL, IA, MO, TX, WV

[download]

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Life Insurance Application Supplement

Supplemental form to include spouse and child term riders to the base policy.

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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NAIC Replacement Comparison 2 of 2

States:
IL, IA, MD, MO, PA, TX, WV, WI

[download]

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NAIC replacement forms 1 of 2

States:
IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Ownership Agreement Form

To be signed when changing joint owners to single owner.
States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Preliminary Contract Summary

For all plans

States:
WI

[download]

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Receipt

Receipts for advance payments on Life and annuity applications
States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Sales Material Verification

Life & Annuity
States:
IA

[download]

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Senior Annuity Suitability Form

For customers 65 & older.
States:
CO, IL, IA, MD, PA, TX, WV, WI

[download]

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Suitability form state of MO - all annuity applications

States:
MO

[download]

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Transfer Request Annuities & Life Insurance

Authorization to transfer funds.

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Withholding Form - W-4P

Withholding certificate for pension or annuity payments.

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Service

ACH FORM

ELECTRONIC  CHECK PAYMENT FORM

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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AUTOMATIC ANNUITY WITHDRAWAL FORM

States:
CO, IL, IA, MD, MO, TX, WV, WI

[download]

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Automatic annuity withdrawal form

States:
AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, GU, HI, ID, IL, IN, IA, KS, KY, LA, ME, MH, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PW, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY

[download]

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AUTOMATIC PREMIUM PAYMENT AUTHORIZATION

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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BILLING AND DISBURSEMENTS

States:
IL, IA, MO, PA, TX, WV, WI

[download]

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Change of ownership - annuity ( trust ownership)

States:
IL, IA, MD, MO, PA, TX, WV

[download]

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Change of ownership - life policies only

States:
CO, IL, IA, MD, MO, OH, PA, PR, TX, WV, WI

[download]

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MISC. SERVICE REQUEST FORMS

SERVICE AND BENEFICIARY CHANGE FORM.

States:
CO, IA, MD, MO, PA, TX, WV, WI

[download]

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Service Request Form

Beneficiary change, statement of loss or destruction, name or address change
States:
CO, IL, IA, MD, MO, OH, PA, WV, WI

[download]

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Brochures

2010 Financial Investments

Financial Statement

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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ANNUITY RATE FLYER AS OF 11-1-11

States:

[download]

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Final Expense Plan

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Single Premium Whole Life

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

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Term Insurace

States:

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Whole Life

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Software Downloads

Product Training

ANNUITY PRODUCT TRAINING

ALL REPRESENTATIVES MUST READ THE ATTACHED SHEETS AND SIGN THE LAST PAGE RETURNING IT BY EMAIL TO CREDMAN@WCULIFE.ORG OR BY FAX TO 217-222-6429.
States:
IL, IA, MD, MO, OH, PA, TX, WV, WI

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