2 Steps to a Speedy Application Process

February 1, 2023

A smooth application process for you and your clients is always our goal. But an incomplete application marked NIGO, or not in good order, can lead to delays as we try to gather the necessary information.

Follow two key steps to avoid delays in delivering a completed contract to a client.

Complete section 1 - Purchase Type
When applications don’t specify a type of contract, we’re required to go back to the client for that information.
Include the correct tax-withholding forms for each state.

Our operations team is working on a checklist to help ensure that each application comes to us IGO, or in good order.

Have Questions?

Contact our service specialists at 800.247.6888 or send us a message.

Producer Advisories

More About Producer Advisories

Annuity Portal Refresh: Key Changes

The Annuity Portal is getting a refreshed look to support easier and faster navigation. See what’s changing and what it means for you.

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Industry recognition can help highlight your success and elevate your professional profile. Learn how we can help certify your achievements and support you along the way.

New Producer Certification Form Required for Annuity Sales

We’re introducing a new certification requirement for all annuity sales to ensure compliance and help safeguard clients. Learn what’s required and how submit the form.

1099-R Tax Forms Available by Jan. 31

Clients who took a distribution in 2025 will receive their IRS Form 1099-R by Jan. 31, 2026.

2026 RMD Notifications Coming in January

Required Minimum Distribution notifications will be mailed by the end of January 2026. See what you and your clients can expect.

DocuSign for In-Force Transactions

Starting Dec. 12, most in-force transactions can be completed through DocuSign — making processing faster, safer and paper-free.

Simplify Premium Payments

A one-time EFT offers clients a quick, seamless experience to provide their initial premium payment. Learn how to access the online form and streamline the process.

Attention Rhode Island Producers

We have an updated Rhode Island’s replacement form starting Nov. 1, 2025. See key dates and how to access the new form.

Important Year-End Deadlines and Holiday Office Closures

The holiday season is approaching, so be sure to meet our Dec. 15 deadline for year-end distributions and new business applications. Take note of office closures and key processing dates to avoid delays.