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Forms & Applications Library

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Forms Checklist
Western National Applications
Western National Owner Acknowledgements
Western National Forms
Western National Replacement Forms

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Forms Checklist

WNL Forms Checklist
Help your clients achieve financial security.

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Western National Applications


Western National 5 and 7 Annuity Applications
(premium bonus versions)

Alaska only

Arizona only

Florida only

Georgia only

Maryland only

Minnesota only

Missouri only

New Jersey only

Texas only

Virginia only

Non-State specific version (to be utilized for all states not listed above)
 

Western National 5 and 7 Annuity Applications
(non-premium bonus versions)

Alaska only 

Arizona only

Florida only

Georgia only

Maryland only

Minnesota only

Missouri only

New Jersey only

Texas only

Virginia only

Non-State specific version (to be utilized for all states not listed above)  


Western National SolutionsMYGsm Annuity Applications

Alaska only

Arizona only

Florida only

New Jersey only

Texas only

Non-state specific version (to be utilized for all states not listed above)


WN Security Builder 5 Annuity Applications
(non-premium bonus versions)

Arizona only

Connecticut only

Florida only

Illinois only

New Jersey only

Oregon only

Texas only

Non-state specific version (to be utilized for all states not listed above)


WN Set Rate Annuity (SRA) Applications

Arizona only

Florida only

New Jersey only

Texas only

Virginia only

Non-state specific version (to be utilized for all states not listed above)


WN Power Index Annuity Applications

Connecticut only

Florida only

Maine only

Maryland only

Massachusetts only 

Minnesota only

New Hampshire only

New Jersey only 

Non-state specific version (to be utilized for all states not listed above)


Platinum Income Annuity Applications

Alabama only

Arizona only

Delaware only

Florida only

Maine only

Maryland only

North Carolina only

Oregon only

Washington only

Non-State specific version


Future Income Achiever Annuity Applications 

Arizona only

Georgia only

Maryland only 

Non-State specific version

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Western National Owner Acknowledgments


Western National 5 and Western National 7 Annuity Owner Acknowledgments

(premium bonus versions)

Western National 5 Annuity Owner Acknowledgment

Western National 7 Annuity Owner Acknowledgment


Western National 5 and Western National 7 MVA Annuity Owner Acknowledgments
(premium bonus versions)

Western National 5 Annuity MVA Owner Acknowledgment

Western National 5 Annuity MVA Owner Acknowledgment (Pennsylvania Only)

Western National 7 Annuity MVA Owner Acknowledgment

Western National 7 Annuity MVA Owner Acknowledgment (Pennsylvania Only)


Western National 5 and Western National 7 Annuity Owner Acknowledgments
(non-premium bonus versions)

Western National 5 Annuity Owner Acknowledgment

Western National 7 Annuity Owner Acknowledgment [FI-CU]


Western National SolutionsMYGsm Annuity Owner Acknowledgment

Western National SolutionsMYG Annuity Owner Acknowledgment  


WN Security Builder 5 Annuity Owner Acknowledgment

WN Security Builder 5 Annuity Owner Acknowledgment [FI-CU]


WN Set Rate Annuity (SRA) Owner Acknowledgment

WN Set Rate Annuity (SRA) Owner Acknowledgment [FI-CU]


WN Power Index Annuity Owner Acknowledgments

WN Power Index Annuity Owner Acknowledgment [FI-CU]

WN Power Index Annuity Owner Acknowledgment [FI-CU] (Pennsylvania only)


Platinum Income Annuity Owner Acknowledgment

Platinum Income Annuity Owner Acknowledgment


Future Income Achiever Annuity Owner Acknowledgment

Future Income Achiever Annuity Owner Acknowledgment

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Western National Forms  


AG Platinum Income Annuity Requirements

Annuity Withdrawal Request Form 

Beneficiary Designation Form

Certification of Trust

Change of Owner

Client Profile Form

Future Income Achiever Requirements

Inherited/Stretch Individual Retirement Account

Military Disclosure Form

Minimum Distribution Election Form

Request to Transfer Funds to American General Life

Request for Partial Exchange under Section Code 1035(a)

Roth IRA Acknowledgment

Service Request Form - change of address or name

Single Premium Immediate Annuity 1035 Exchange Request Form

Single Premium Immediate Annuity Trustee Transfer Request Form

Subsequent Premium Addition Form

Systematic Premium Preauthorization Debit Form

Systematic Withdrawal Request Form


Buyer's Guides

Buyer's Guide to Fixed Deferred Annuities (For AL, AK, AZ, CO, FL, GA, HI, IA, ID, ME, MO, MT, NC, NH, NJ, NM, NV, OK, OH, OR, RI, SC, TX, UT, WV)

Annuity Buyer's Guide (December 2010) (KY Only)

Wisconsin Buyer's Guide to Annuities


Florida Only Forms


Annuity Suitability Questionnaire 

Disclosure and Comparison of Annuity Contracts 

FL Churning Form – Internal replacements only

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Western National Replacement Forms