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 standard.com/annuities.
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.