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Contracting Paperwork

Contracting Checklist.pdf                                                                                      

Just-In-Time Agent Contracting FAQ.pdf

NAIC Producer Licensing Model Act; Override Commissions.pdf                           

Business Solicitation Requirements.pdf

Trail Commission Options: Frequently Asked Questions.pdf    

EquiTrust Product Training required before Agent Appointment - New Agents will need to complete at least one of the EquiTrust Product training modules available on the Agent Website before the agents will become active in our system. If you are contracting for both lines of business (annuity & life) two full sets of contracting paperwork is required.

Agency/Corporate Agent Contracting/Appointments:  866-598-3692, Option 1

 

Mail Contract and Appointment paperwork to:

EquiTrust Life Insurance Company
Attn: Agency Services PO Box 14500
Des Moines, IA 50306-3500

Fax:

515-226-5102

 
All overnight mail, including service requests, to:

EquiTrust Life Insurance Company
7100 Westown Pkwy  Suite 200
West Des Moines, IA 50266-2521

Email:

[email protected]

 

 

In addition to the documents below please send the following:

  • Copy of E&O Coverage (Required)
  • Copy of Licenses
  • Resident (Required)
  • Non-resident (if applicable)
  • Copy of 4 hour NAIC Annuity and Suitability Certificate (if applicable) 

If you are contracting for both lines of business (annuity & life) two full sets of contracting paperwork is required.

Agent Appointment Application.pdf Annuity Agent Contract Transmittal Form.pdf Direct Deposit of Commission Earnings.pdf Life Agent Contract Transmittal Form.pdf Agent Contract.pdf Debit Check Authorization Form.pdf

In addition to the documents below please send the following: 

  • Copy of E&O Coverage (Required)       
  • Copy of Licenses
  • Resident (Required)
  • Non-resident (if applicable)
  • Copy of 4 hour NAIC Annuity and Suitability Certificate (if applicable) 

If you are contracting for both lines of business (annuity & life) two full sets of contracting paperwork is required.

Agent Appointment Application.pdf Agent License Agreement.pdf Life Agent Contract Transmittal Form.pdf Annuity Agent Contract Transmittal Form.pdf Debit Check Authorization Form.pdf

The following is needed for both the signing authority and the agency in addition to the forms below:

  • Copy of Licenses
    • Signing Agent
      • Resident (Required)
      • Non-resident (if applicable)
    • Agency
      • Resident (Required)
      • Non-resident (if applicable)
  • Copy of E&O Coverage (Required)
    • For Agency and Signing Agent
  • Copy of 4 hour NAIC Annuity and Suitability Certificate (if applicable) 

If you are contracting for both lines of business (annuity & life) two full sets of contracting paperwork is required.

Agent Appointment Application.pdf Agent License Agreement.pdf Agent Contract.pdf Direct Deposit of Commission Earnings.pdf Agency Business Entity Certification Form.pdf Annuity Agent Contract Transmittal Form.pdf Life Agent Contract Transmittal Form.pdf Debit Check Authorization Form.pdf