New Question on Suitability Form 15510

April 1, 2020
New Question on Suitability Form 15510

We’ve updated our suitability form with a question that asks why a client wants to exchange or replace an annuity. Because replacements are highly regulated, we must determine that they are in a client’s best interest. This question helps us do so.

Clients can choose from several reasons, but the more detail you provide, the better.

Look for section B, question d., which asks, “What is the reason for the exchange or replacement?”

Make sure you’re using our current forms to ensure a streamlined application process:

  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 the Find Forms and Materials button to search for the forms you need for each application.

Transition Rules

We’ll continue to accept the older version of Form 15510 until June 1, 2020. Starting June 2, we’ll require the new version.

Have Questions?

If you have questions about the updated form, please contact us or send us a message.


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