California Approves Revised Annuity Application – Required 9/1/17
Revised Annuity Application
Required September 1, 2017
Recently, we announced that improvements to the EquiTrust Annuity Application form are approved in most states. California has now approved the update.
The new application form (dated 12-16) is available now on the EquiTrust website and on AppBuilder.
California Transition Rules
The new 12-16 version may be used now. The new and old versions will be accepted for California sales through August 31. Beginning September 1, the old version 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
To build a new app packet which includes the new Application, click here.