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New Business Checklist

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. 

We created a New Business Checklist to guide you through completing the application packet. The checklist covers commonly asked questions in these areas: 

  • Applications
  • Suitability
  • Disclosures
  • Replacements
  • Transfer forms
  • Restricted SPIAs
  • Trust or non-natural ownership
  • Power of Attorney 

Each time you start a new application, remember to pull the most recent forms from our website. That way you’ll get the most up-to-date information, including any state-specific forms and specialty forms like our Trust Certification.

Here’s how to find the New Business Checklist: 

  1. Start at
  2. Select your distributor in the left-side drop-down menu. Or select “Not affiliated with a distributor or distributor not listed.” 
  3. Choose “Find Forms and Materials.” 
  4. Select the product you are selling and “Get PDF Forms Package.” The New Business Checklist will show up in the list. Have questions? 

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

Content Topics

More About Producer Advisories

Please review this recent compliance alert: Indiana Rule 760 IAC 1-72-1+, Suitability of Individual Annuity Sales Recommendations.
Please review this recent compliance alert: Utah Rule R590-230, Suitability of Individual Annuity Sales Recommendations.
Please review this recent compliance alert: Vermont Regulation I-2023-01, Suitability of Individual Annuity Sales Recommendations.
Have clients in another state or looking to expand your book of business? We’re implementing a new cross-border sales policy. Check out the ins-and-outs and do’s-and-don’ts of the new policy and forms before you get down to business.
It’s time to send out the 2023 IRS Form 5498 for IRA Contributions. Be sure to notify your clients who should expect them and find out the dates we’re sending them out.
Many clients count on receiving their annuity payments on specific dates so they can pay bills and meet day-to-day living costs. Electronic Funds Transfer is the best way to ensure payments on time, every time.

Related Products or Services

Doing business with The Standard is good for you and your clients. Our annuities offer innovative product design, desirable rates, competitive compensation, high industry ratings and excellent service.

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