The Multi-Year Guaranteed Annuity (MYGA) is available only in Arizona, Oklahoma, and Utah.
MYGA Forms
| Form Name | Form # |
|---|---|
| Agent Checklist * REQUIRED * | 3005 |
| MYGA Application | 3010 |
| MYGA Agent’s Guide | 3007 |
| MYGA Disclosure Statement | 3020 |
| Annuity Products Suitability Analysis | 1530 |
| Non-Investment Advice and Advertising Acknowledgement | 1775 |
| Patriot Act Information | 1524 |
| Buyer’s Guide to Fixed Annuities | 3072 |
| Applicant Age 80+ Senior Suitability Acknowledgement | 1780 |
| Replacement of Life Insurance or Annuity | 2050 |
| Qualified / IRA Transfer Form | 1535 |
| Non-Qualified / 1035 Exchange Form | 1770 |
| Application Additional Beneficiaries Form | 1514 |
| Change of Beneficiary Form | 2071 |
| Certification of Trust | 1512 |
| Full, Partial, RMD, or Systematic Withdrawal Request | 1594 |
| Bank Withdrawal Authorization Form for Single Premium | 1585 |
| Premium Payment Receipt | 2015 |
| 3rd Party Authorization to Release Information | 3100 |
| MYGA Sample Contract | 3000 |
| MYGA Sample Market Value Adjustment Rider | MVA |
| MYGA Sample Penalty-Free Death Benefit Rider | PFDB |
| MYGA Sample Penalty-Free Percentage Amount Withdrawal Rider | PFPA |
| MYGA Customer Interest Rates Flyer | 3083 |
| MYGA Customer Reference Guide | 3082 |
| MYGA Customer Brochure | 3098 |
