Contracting
Here you will find a collection of forms for contracting with various annuity and life carriers, as well as forms to move existing policies from an old broker-dealer to OCS.
⭐️ Please be sure you have completed appointment paperwork before you start gathering signatures on broker-deal change request forms.
⭐️ Remember, all BD change requests require a few new account packet to accompany it with submission.
AIG
Allianz Life
Allianz Life - BD Change Request
Allianz Life - Appointment Request
American Equity
American Equity - BD Change Request
American Funds
American Funds - BD Change Request
ArcTrust
ArcTrust - Agent Change Request
Athene
Brighthouse
Brighthouse - BD Change Request
Brighthouse - Appointment Request
CoreBridge
CoreBridge - BD Change Request
CoreBridge - Appointment Request
Equitable
Equitable Variable Life - BD Change Request
Equitable Variable Life - Appointment Request
Equitable Variable Annuity - BD Change Request
Equitable Variable Annuity - Appointment Request
Franklin Templeton
Franklin Templeton - BD Change Request
Guardian
Guardian - Appointment Request
Jackson National
Jackson National - BD Change Request
Jackson National - Appointment Request
John Hancock
John Hancock - BD Change Request
John Hancock VUL - Appointment Request
Lincoln Financial
Lincoln Variable Life - BD Change Request
Lincoln Variable Life - Appointment Request
Lincoln Variable Annuity - BD Change Request
Lincoln Variable Annuity - Appointment Request
MassMutual Ascend
MassMutual Ascend RILA - Appointment Request
MassMutual Ascend - Servicing Agent Change Request
Nationwide
Nationwide - BD Change Request
Nationwide - Appointment Request
Pacific Life
Pacific Life - BD Change Request
Pacific Life - Appointment Request
Prudential
Prudential Variable Annuity - BD Change Request
Prudential Variable Annuity - Appointment Request
Disclosure Statement Authorizations
Riversource
Riversource - BD Change Request
Riversource - Appointment Request
Scholars Choice
Scholars Choice - BD Change Request
Security Benefit
Security Benefit - BD Change Request
Security Benefit - Appointment Request
Talcott Resolution
Talcott Resolution Life - BD Change Request
Talcott Resolution Annuity - BD Change Request
TruStage
TruStage - Appointment Request
