Forms, Applications and Illustrations When You Need

April 2, 2024

We’ve made it easy to access forms and illustrations on our website whenever you need them. There’s no need to call our sales support line or sign in to your account.

Forms and Applications

Each time you start a new application, remember to pull the most recent forms from our website. That way you’ll get the most up-to-date information, including any state-specific forms and specialty forms like our Trust Certification.

Illustrations

Save time by running illustrations yourself on standard.com/annuities. You can currently run Fixed, Index, SPIA and Restricted SPIA illustrations.

You’ll first need to select your distributor. Here’s how:

  1. Start at standard.com/annuities.
  2. Select your distributor in the left-side drop-down menu. Or select “Not affiliated with a distributor or distributor not listed.”
  3. Choose either “Find Forms and Materials” or “Run an Illustration.”

More About Producer Advisories
The holiday season is upon us, and to meet your clients’ expectations, mark these important dates. Ensure all distribution and new business requests are submitted by Dec. 11 to guarantee processing by year-end.
Please review this recent compliance alert: Regulation 89, Suitability of Individual Annuity Sales Recommendations.
As the year-end approaches, it’s time to review RMDs for clients aged 73 and older. Ensure they’re informed about their RMD options for 2024 and 2025, direct deposit setups and necessary documentation for any changes.
Please review this recent compliance alert: Rule 20 CSR 400-5.900, Suitability of Individual Annuity Sales Recommendations.
Starting a claims process can be difficult, especially considering the surrounding circumstances. Help your clients prepare to ensure a smooth, easy claims process.
There’s a lot of ground to cover with a new application. We created a handy New Business Checklist to help streamline the process, so you can keep things moving smoothly.

Related Products or Services

Doing business with The Standard is good for you and your clients. Our annuities offer innovative product design, desirable rates, competitive compensation, high industry ratings and excellent service.