Administration

Other Administration Forms

This table includes downloadable marketing materials saved in PDF format. Each row is a different product and may contain versions of the brochure in alternate languages.
Form Number	Marketing Material Name	Available Languages
1559	Advisor's Report File (fillable/savable)	FR
1703	Authorization to Release Evidence File	FR
0594 GUIDE	Guide to Completing Business Information Form File	FR
0031 GUIDE	Guide to Completing the Third Party Form File	FR
1027	Additional/Updated Customer Information (2021/04/02) File Available in PDF (fillable / savable)	FR
0891	Agent of Record Change Request (2020/06/30) File Available in PDF only (fillable/savable)	FR
0455	Annuity Settlement Option File	FR
0671BCF	Beneficiary Change Request Form File Available in PDF only (fillable/savable)	FR
0594	Business Information Form File Available in PDF only (fillable/savable)	FR
0671NC	Name Change Form File Available in PDF only (fillable/savable)	FR
0671OC	Ownership Change Form File Available in PDF only (fillable/savable)	FR
0378	Pre-Authorized Debit Form File Available in PDF only (fillable/savable)	FR
0042	Request for Policy Documentation File	FR
0031	Third Party Form File	FR