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 Annuities Home  Forms  Alphabetical List

Alphabetical List has 256 forms

Current Form DateForm NameForm Number
09/2013 1035 Exchange Instructions 436-830
11/2017 Account Transfer Form ET-2521-SIMPLE
08/2013 Account Transfer Form - MarketTen Policy Dates 2007-2009 ET-MT-2521
11/2017 Account Transfer Form for DynaMARC and MarcSeven ET-2521-STRATEGIC
03/2012 Accredited Investor Certification Form - FL ET-4911FL
12/2018 Agency Business Entity Certification Form ET-AGT-ENTITY-3503
12/2018 Agent Appointment Application ET-3200
09/2014 Agent Appointment Application Certification Form ET-3204
01/2019 Agent Beneficiary Designation for Trail Commissions ET-AGTBENE
12/2018 Agent Contract ET-3100
12/2018 Agent License Agreement ET-3100LO
12/2012 Agent Services Request Form ET-3103
11/2017 Allocation Change Form ET-2520-SIMPLE
12/2012 Allocation Change Form - MarketTen ET-MT-2520
11/2017 Allocation Change Form for DynaMARC and MarcSeven ET-2520-STRATEGIC
12/2018 Annuity Agent Contract Transmittal Form ET-3102
12/2018 Annuity Claimant Statement - Generic ET-2700
12/2018 Annuity Claimant Statement - NM ET-2700NM
10/2013 Annuity Claimant Statement - SPIA - Generic ET-2701
10/2013 Annuity Claimant Statement - SPIA - NM ET-2701NM
04/2018 Annuity Contract Surrender Form ET-SURR-2501
01/2019 Annuity New Business Checklist ET-ANN-CKLIST
04/2018 Annuity Partial Withdrawal Form ET-PARTIAL-2501
10/2014 Annuity Suitability Questionnaire - FL DFS-H1-1980
01/2019 Application Form ICC16-ANN-APP2
05/2017 Application Form ICC16-ANN-APP
12/2016 Application Form - CA, DE, ND & SD ANN-APP
12/2016 Application Form - DC ANN-APPDC
12/2016 Application Form - FL ANN-APPFL
12/2016 Application Form - NJ ANN-APPG
03/2006 Application Form - PA 436-121
10/2013 Assignment of Right to Receive SPIA Payments ET-2540
12/2018 Authorization for Transmission of Information by Electronic Means ET-3203
02/2012 Authorization to Hold Issue ET-2504
01/2011 Authorization to Hold Issue - WA ET-2504WA
04/2018 Automatic Deposit Authorization ET-2513
06/2014 Beneficiary Designation Form ET-2532
03/2019 Beneficiary Designation w/Restricted Payout - Non-Qualified ET-2533NQ
03/2019 Beneficiary Designation w/Restricted Payout - Qualified ET-2533Q
07/2014 Business Solicitation Requirements ET-3104
01/2015 Buyer's Guide - 1998 ET-FDABG
01/2015 Buyer's Guide - 2013 ET-ANB-LE
12/2007 Buyers Guide - KY ET-ABG-11015KY
04/2019 Certainty Select Agent Guide - Generic ET-MYG-1102
04/2019 Certainty Select Client Brochure - Generic ET-MYG-1100
04/2019 Certainty Select Disclosure - Generic ET-MYG-1101
04/2019 Certainty Select Disclosure - NJ ET-MYG-1101NJ
04/2019 Certainty Select Disclosure - WI ET-MYG-1101WI
06/2009 Certainty Select Specimen - Generic ET-MYG-2000
08/2004 Charitable Remainder Trust Disclosure ET-2507
04/2019 ChoiceFour Agent Guide ET-SPA-1102
04/2019 ChoiceFour Client Brochure ET-SPA-1100
04/2019 ChoiceFour Disclosure - DE ET-SPA-1101DE
04/2019 ChoiceFour Disclosure - Generic ET-SPA-1101
04/2019 ChoiceFour Disclosure - NJ ET-SPA-1101NJ
08/2017 ChoiceFour Disclosure - WI ET-SPA-1101WI
04/2019 ChoiceFour Renewal Rate Flyer ET-CH4FLR
11/2004 ChoiceFour Specimen Contract - Generic ET-SPA-2000
10/2011 Civil Union Notice - Illinois ET-CUIL
12/2012 Client Release of Contract Info Authorization ET-2541
01/2019 Combining Inherited IRA & Income Rider ET-IBRMD
10/2017 Commission Split Authorization Form ET-3111
12/2011 Comparative Information - Existing Insurance ET-RPL-4907FL
12/2011 Comparative Information - Proposed Insurance ET-RPL-4906FL
12/2011 Comparative Information Form - AR ET-RPL-4906AR
05/2017 Compensation and Conflicts Disclosure Form ET-PTE8424-RNWL
05/2019 Competitive Income Benefit Riders Flyer ET-IBRALL
04/2017 Confidence Income Agent Guide ET-SPIA-1102
04/2017 Confidence Income Client Brochure ET-SPIA-1100
10/2017 Confidence Income Disclosure ET-SPIA-1101
10/2017 Confidence Income Disclosure - NJ ET-SPIA-1101NJ
10/2017 Confidence Income Disclosure - PA ET-SPIA-1101PA
10/2017 Confidence Income Disclosure - WA ET-SPIA-1101WA
05/2014 Confidence Income Specimen - Generic ET-SPIA-2000
09/2004 Confidential Abuse Notification - NM ET-4909NM
12/2015 Contracting Checklist ET-3202
12/2018 Direct Deposit of Commission Earnings ET-3101
10/2014 Disclosure & Comparison of Annuity Contracts - FL DFS-H1-1981
05/2015 Distribution Prior to Issue Request ET-REF-4920
03/2018 Dynamo Strategy Index Client Brochure ET-DYNAMO-1100
06/2018 E-Applications Flyer ET-EAPP
07/2016 Entity Certification and Indemnification Agreement ET-ENTITY-2503
03/2019 EquiTrust Financial Overview ET-FINOV
03/2019 EquiTrust Letter of Financial Condition - Producer Use Only ET-LFC
02/2019 EquiTrust Life Contact Information ET-5000
03/2019 EquiTrust Life Corporate Brochure ET-BRO-1000
11/2009 EquiTrust Pocket Folder ET-FDR-1001A
01/2012 EquiTrust Privacy Notice ET-PRI-4905
01/2014 Financial Needs Analysis ET-2506
10/2016 Financial Needs Analysis - CA ET-2506CA
09/2016 Financial Needs Analysis - MA ET-2506MA
01/2014 Financial Needs Analysis - NJ ET-2506NJ
01/2014 Financial Needs Analysis - WA ET-2506WA
06/2017 Financial Needs Analysis Agent Guide ET-3107
04/2019 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - Certainty Select ET-MYG-4901
04/2019 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - Certainty Select - CA ET-MYG-4901CA
04/2019 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - Certainty Select - MN ET-MYG-4901MN
04/2019 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - ChoiceFour ET-SPA-4901
04/2019 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - ChoiceFour - CA ET-SPA-4901CA
04/2019 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - ChoiceFour - MN ET-SPA-4901MN
01/2019 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - MarketPower Bonus Index ET-MPP-4901
01/2019 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - MarketPower Bonus Index - AK, CT, IL, MT, NV, NJ, OH, OK, OR, PA, TX, UT, VT, WA ET-MPP-4901B
01/2019 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - MarketPower Bonus Index - MN ET-MPP-4901MN
01/2019 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - MarketSeven Index ET-MK7-4901
01/2019 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - MarketSeven Index - CA ET-MK7-4901CA
01/2019 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - MarketSeven Index - MN ET-MK7-4901MN
01/2019 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - MarketTen Bonus Index ET-MTB-4901
01/2019 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - MarketTen Bonus Index - CA ET-MTB-4901CA
01/2019 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - MarketTen Bonus Index - MN ET-MTB-4901MN
01/2019 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - MarketValue Index ET-EIA-4901
01/2019 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - MarketValue Index - AK, CT, DE, MT, NJ, NV, OH, OK, OR, PA, TX, UT, VT, WA ET-EIA-4901B
01/2019 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - MarketValue Index - CA ET-EIA-4901CA
01/2019 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - MarketValue Index - MN ET-EIA-4901MN
03/2012 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - SAMPLE ET-2506A-SAMPLE
01/2013 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - SPIA - CA ET-2506SPIA-CA
01/2013 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - SPIA - Generic ET-2506SPIA
05/2013 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - SPIA - MN ET-2506SPIA-MN
01/2013 Financial Needs Analysis Supplement - Disclosure & Comparison of Products - SPIA - WA ET-2506SPIA-WA
04/2017 Fixed Annuity Sales Presentation ET-BRO-1001
04/2017 Fixed Annuity Sales Presentation - PowerPoint ET-BRO-1001PP
09/2010 Guaranty Notice - MN ET-GAN-2000MN
07/2016 Income Benefit Rider Service Request Form ET-2703
01/2019 Index Annuity Commission Election ET-COMMELECT
01/2019 Index Annuity Sales Presentation ET-BRO-1002
01/2019 Index Annuity Sales Presentation - PowerPoint ET-BRO-1002PP
04/2019 Index Strategy Diversification - MarketValue Index ET-INDXDIVRS
04/2019 Index Strategy Diversification – MarketSeven Index ET-INDXDIVRS7
02/2017 Index-Strategy Description: 1-Year Average Participation ET-AP
02/2017 Index-Strategy Description: 1-Year Monthly Average Cap ET-ACMV
02/2017 Index-Strategy Description: 1-Year Monthly Cap ET-MC
02/2017 Index-Strategy Description: 1-Year Point-to-Point Cap ET-PTP
11/2017 Index-Strategy Description: 1-Year Point-to-Point Participation ET-PTPP
02/2017 Index-Strategy Description: 2-Year Monthly Average Cap Index Account ET-2MC
02/2017 Index-Strategy Description: 2-Year Point-to-Point Participation ET-2PTPP
12/2017 Inherited IRA Information Form ET-INHIRA
01/2010 Market Value Adjustment Guide - MYG ET-MYG-1106-1-10
02/2006 Market Value Adjustment Guide - MYG ET-MYG-1106
04/2017 MarketBooster - Bonus Comparison ET-MKB-BONUS
01/2019 MarketPower Agent Guide - Generic ET-MPP-1102
04/2019 MarketPower Bonus Historical Chart - 1-Year Monthly Average Cap ET-MPP-MAC
04/2019 MarketPower Bonus Historical Chart - 1-Year Monthly Average Participation ET-MPP-MAP
04/2019 MarketPower Bonus Historical Chart - 1-Year Monthly Cap ET-MPP-MC
04/2019 MarketPower Bonus Historical Chart - 1-Year Point-to-Point Cap ET-MPP-PTP
04/2019 MarketPower Bonus Historical Chart - 2-Year Monthly Average Cap ET-MPP-2MAC
01/2019 MarketPower Client Brochure - Generic ET-MPP-1100
01/2019 MarketPower Client Brochure - IN ET-MPP-1100IN
01/2019 MarketPower Disclosure - AR ET-MPP-1101AR
01/2019 MarketPower Disclosure - Generic ET-MPP-1101
01/2019 MarketPower Disclosure - ND ET-MPP-1101ND
01/2019 MarketPower Disclosure - NJ ET-MPP-1101NJ
01/2019 MarketPower Disclosure - WI et-mpp-1101WI
01/2019 MarketPower Specimen Contract - Generic ET-MPP-2000
01/2019 MarketSeven Disclosure ET-MK7-1101
01/2019 MarketSeven Disclosure - ND ET-MK7-1101ND
01/2019 MarketSeven Disclosure - NJ ET-MK7-1101NJ
01/2019 MarketSeven Disclosure - WI ET-MK7-1101WI
04/2019 MarketSeven Historical Chart - 1-Year Dynamo Point-to-Point Participation ET-MSI-DYN
04/2019 MarketSeven Historical Chart - 1-Year Monthly Average Cap ET-MSI-MAC
04/2019 MarketSeven Historical Chart - 1-Year Monthly Average Participation ET-MSI-MAP
04/2019 MarketSeven Historical Chart - 1-Year Monthly Cap ET-MSI-MC
04/2019 MarketSeven Historical Chart - 1-Year Point-to-Point Cap ET-MSI-PTP
04/2019 MarketSeven Historical Chart - 1-Year Point-to-Point Participation ET-MSI-PTPP
04/2019 MarketSeven Historical Chart - 2-Year Dynamo Point-to-Point Participation ET-MSI-2DYN
04/2019 MarketSeven Historical Chart - 2-Year Monthly Average Cap ET-MSI-2MAC
01/2019 MarketSeven Index Agent Guide ET-MSI-1102
01/2019 MarketSeven Index Client Brochure ET-MSI-1100
01/2019 MarketSeven Specimen Contract ET-MK7
01/2019 MarketTen Bonus Agent Guide - Generic ET-MTB-1102
01/2019 MarketTen Bonus Client Brochure - Generic ET-MTB-1100
01/2019 MarketTen Bonus Client Brochure - IN ET-MTB-1100IN
01/2019 MarketTen Bonus Disclosure - Generic ET-MTB-1101
01/2019 MarketTen Bonus Disclosure - ND ET-MTB-1101ND
01/2019 MarketTen Bonus Disclosure - NJ ET-MTB-1101NJ
01/2019 MarketTen Bonus Disclosure - WI ET-MTB-1101WI
05/2019 MarketTen Bonus Historical Chart - 1-Year Monthly Average Cap ET-MTB-MAC
05/2019 MarketTen Bonus Historical Chart - 1-Year Monthly Average Participation ET-MTB-MAP
05/2019 MarketTen Bonus Historical Chart - 1-Year Monthly Cap ET-MTB-MC
05/2019 MarketTen Bonus Historical Chart - 2-Year Monthly Average Cap ET-MTB-2MAC
05/2019 MarketTen Bonus Historical Chart- 1-Year Point-to-Point Cap ET-MTB-PTP
01/2019 MarketTen Bonus Specimen Contract - Generic ET-MTB-2000
01/2019 MarketValue Agent Guide - Generic ET-EIA-1102
01/2019 MarketValue Client Brochure - Generic ET-EIA-1100
01/2019 MarketValue Disclosure - AR ET-EIA-1101AR
01/2019 MarketValue Disclosure - Generic ET-EIA-1101
01/2019 MarketValue Disclosure - ND ET-EIA-1101ND
01/2019 MarketValue Disclosure - NJ ET-EIA-1101NJ
01/2019 MarketValue Disclosure - WI ET-EIA-1101WI
04/2019 MarketValue Historical Chart - 1-Year Dynamo Point-to-Point Participation ET-EIA-DYN
04/2019 MarketValue Historical Chart - 1-Year Monthly Average Cap ET-EIA-MAC
04/2019 MarketValue Historical Chart - 1-Year Monthly Average Participation ET-EIA-MAP
04/2019 MarketValue Historical Chart - 1-Year Monthly Cap ET-EIA-MC
04/2019 MarketValue Historical Chart - 1-Year Point-to-Point Cap ET-EIA-PTP
04/2019 MarketValue Historical Chart - 1-Year Point-to-Point Participation ET-EIA-PTPP
04/2019 MarketValue Historical Chart - 2-Year Dynamo Point-to-Point Participation ET-EIA-2DYN
04/2019 MarketValue Historical Chart - 2-Year Monthly Average Cap ET-EIA-2MAC
04/2019 MarketValue Index 1-Year Point-to-Point Participation Flyer ET-MKTVALPART
04/2019 MarketValue Index vs 200% Multiplier Flyer ET-IBRVSMULT
11/2018 MarketValue Renewal Rates Flyer ET-EIA-RRT
01/2019 MarketValue Specimen Contract - Generic ET-EIA-2000
04/2019 Mathemagic - MarketSeven Participation Index Strategy Flyer ET-PTPP7FLR
03/2019 Mathemagic - Participation Index Strategy Flyer ET-PTPPFLR
07/2014 Non-Resident State Appointment Fees Chart ET-3201
04/2014 Notice of Annuity/Life Sales Visit - CA ET-2535CA
01/2013 Notice of Sales to Military Personnel ET-MIL-1101
12/2011 Notice Regarding Proposed Replacement - IL ET-RPL-4900ILB
12/2011 Notice Regarding Replacement - CA ET-RPL-4900CA
12/2011 Notice Regarding Replacement - DE ET-RPL-4900DE
12/2011 Notice Regarding Replacement - FL ET-RPL-4900FL
12/2011 Notice Regarding Replacement - GA ET-RPL-4900GA
12/2011 Notice Regarding Replacement - Generic ET-RPL-4900
12/2011 Notice Regarding Replacement - ID ET-RPL-4900ID
12/2011 Notice Regarding Replacement - IL ET-RPL-4900IL
12/2011 Notice Regarding Replacement - IN ET-RPL-4900IN
12/2011 Notice Regarding Replacement - KS ET-RPL-4900KS
12/2011 Notice Regarding Replacement - MA ET-RPL-4900MA
09/2005 Notice Regarding Replacement - MI ETL-RPL-4900MI
12/2011 Notice Regarding Replacement - MN ET-RPL-4900MN
12/2011 Notice Regarding Replacement - NV ET-RPL-4900NV
12/2011 Notice Regarding Replacement - OK ET-RPL-4900OK
12/2011 Notice Regarding Replacement - PA ET-RPL-4900PA
12/2011 Notice Regarding Replacement - TN ET-RPL-4900TN
12/2011 Notice Regarding Replacement - WA ET-RPL-4900WA
03/2013 Notice Regarding Replacement - WY ET-RPL-4900WY
03/2004 Notice to AZ Residents Age 65 or Older ET-4903AZ
09/2006 Notice to CA Residents Age 65 or Older ET-4903CA
11/2017 Nursing Home Waiver Election Form ET-NHWELECTION
01/2004 Nursing Home Waiver Specimen Contract 430-NHW
07/2017 Payment Option Election Form ET-POE-1101
04/2018 Power of Attorney Certification Form ET-POACERT-2500
03/2016 Purchase Across State Lines Disclosure ET-5100
02/2019 Renewal Rate Integrity – MarketPower Bonus Index ET-MPP-RRT
12/2012 Replacement Information Statement - MI ETL-RPL-4900MIB
10/2013 Required Minimum Distribution - Beneficiary/Stretch IRA ET-2512ST
07/2016 Required Minimum Distribution Form ET-2512
05/2019 S&P500 Historical Analysis ET-SP500-Historical
07/2016 Service Request Form ET-2514
11/2005 SPDA Disclosure Form - KS ET-1101KS
11/2005 SPDA Disclosure Form - OH ET-1101OH
01/2015 Split Annuity Client Flyer ET-SPL-1104
03/2016 Spread vs. Participation ET-SPRVSPART
04/2017 Stretch IRA - Client Education ET-STR-1104
07/2017 Stretch IRA Election Form - Generic ET-2536
07/2017 Stretch IRA Election Form - NM ET-2536NM
04/2018 Terminal Illness Benefit Election Form ET-TI-ELECTION
02/2017 Terminal Illness Benefit Election Form - MA ET-TI-ELECTION-MA
02/2017 Terminal Illness Benefit Election Form - NC ET-TI-ELECTION-NC
02/2017 Terminal Illness Disclosure - MA ET-TIDISC-INITIAL-MA
06/2017 Terminal Illness Rider Specimen Contract ET-TI
05/2004 Transfer Under UGMA or UTMA ET-2505
03/2018 Transfer/1035 Exchange Form ET-TRN1035-4902
07/2016 Trust Information Form and Trustee Certification and Indemnification Agreement ET-TRUST-2502
12/2015 Uniform Lifetime Table for RMD's ET-SPIA-RMD
12/2014 W-9 Request Taxpayer ID & Certification W-9
08/2018 Ward's 50 ET-WARDS50
12/2017 Withdrawal Form - SYSTEMATIC ET-2500
12/2017 Withholding Certificate for Pension or Annuity Payments - CT CT-W4P

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