Click here to see the All ProductSummary dated 5/17for all EquiTrust annuity products.
Instructions for Faxed Applications
Important ID Requirement: A copy of the client's photo ID is required on all faxed applications. Acceptable forms of ID include Driver License, State-issued ID, Passport or Resident Alien ID.
The ID requirement does not apply to original applications submitted by mail, or to E-Apps.
Tips for Submitting Faxed Annuity Apps
• The copy of the client's ID must be clear and legible; illegible copies are not accepted.
• Keep original app and documents for your records; do not ALSO submit originals by mail.
• If fax is confirmed, do not resend; allow a couple days processing time.
• Be certain all documents are transmitted successfully; if not, mark "Resend" on cover page,
and send again.
• Other non-fax delivery processes are still in effect: E-Apps and mailed apps. (Emailed apps are
New-Business Fax Number: 515-226-5103