IMPORTANT: Updated Allocation Forms Effective June 7, 2016
Using the right forms is vital to getting your business issued faster. Recent fixed index annuity product changes such as the new crediting method, have required us to update our allocation forms. Please make sure to use these updated allocation forms by product and state.
To view the correct forms, click here.
REMINDER: Always get the right forms – use e-App to expedite your business!
New Crediting and Product Changes
|NEW Index Accounts and Crediting Methods on NAC IncomeChoice||In addition to the new TPS crediting method, additional changes to the NAC IncomeChoice include changing to 6 crediting methods and 3 index options.|
IMPORTANT: Due to the changes in crediting methods and approval by states, new allocation forms will be required for all products. Please follow the links above for the new forms.
NEW BUSINESS GUIDELINES: The changes noted above will apply to applications received on or after June 21, 2016. To receive the previous product design, applications must be received prior to June 21, 2016.