Pro Tip – Ensure You're Using Correct Forms

October 1, 2020
Photo of a checklist

Make sure you’re always using current forms to ensure a streamlined application process and avoid delays. The best way to do this is to download forms from standard.com.

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

 

Category: 
Producer Advisories