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Revised/Improved Annuity Application – Available Now; Required 7/1

Improved Annuity Applications
Required July 1, 2017

 

We're pleased to announce improvements to the EquiTrust Annuity Application forms.

The new application forms (dated 12-16) apply to all states except California and Pennsylvania, and are available now on the EquiTrust website and on AppBuilder. In California and Pennsylvania, see State Variations below.

Transition Rules
The new 12-16 versions may be used now. The new and old versions will be accepted through June 30. Beginning July 1 the old versions will not be accepted. Replace printed application packets at your earliest convenience.

Improvements to the Application include:
• Addition of Mailing Address, in addition to Permanent Address
• Addition of Email Address

• Addition of Inherited IRA Plan Type
• Improved language in Beneficiary section

State Variations

Most States/Generic

ICC16-ANN-APP(12-16)

California

ANN-APP(05-13)

 Delaware  ANN-APP(12-16)

District of Columbia

ANN-APPDC(12-16)

Florida

ANN-APPFL(12-16)

New Jersey

ANN-APPG(12-16);
ICC16-ANN-APP(12-16) for DynaMARC Only

North Dakota

ANN-APP(12-16)

Pennsylvania

436-121(03-06);
ICC16-ANN-APP(12-16) for DynaMARC Only

South Dakota

ANN-APP(12-16)


To build a new app packet which includes the new Application, click here.




EquiTrust does not offer investment advice to any individual or agent and this material should not be construed as investment advice.
FOR AGENT USE ONLY. NOT FOR USE WITH THE PUBLIC.
 
 

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