Form Updates

We’ve updated the forms listed below. Be sure to use up-to-date materials when offering Athene annuities.

All applications:
Large Case Request and Approval Form: The revised form (22300, Ver. 05/21) is available now on Athene Connect and should be used immediately.

FL applications – FIA products:
Product Comparison Worksheet* (PCW): Revised PCWs (Ver. 05/21) will be available on Athene Connect beginning September 11, 2021, and should be used immediately. Applications with outdated or missing forms received after market close (3 p.m. CT) on November 9, 2021, will be considered “not in good order.”

* Your organization may not use Athene suitability forms. Please check with your back office for guidelines.