New Forms Will Be Required to Submit Annuity Apps in Arizona and Iowa

New Best Interest Consumer Suitability Due Diligence Questionnaire, I-22733(BI)

The Best Interest Consumer Suitability Due Diligence Questionnaire, I-22733(BI) will replace Consumer Suitability Due Diligence Questionnaire, I-22733 in Arizona and Iowa only. Note: All other states still require the original questionnaire, I-22733.

Producer Compensation Disclosure for Annuities, I-34191

This new producer compensation disclosure for annuities form, I-34191 is required at time of submitting annuity application in Arizona and Iowa.
 
Note: The new Best Interest Consumer Suitability Due Diligence Questionnaire I-22733(BI) and the Producer Compensation Disclosure for Annuities form (I-34191) will not be available in eApp until January 27. The original suitability questionnaire will be accepted until that time.