Get the Right Forms and Keep the Process Rolling

We get it. Filling out a new application for an annuity requires paperwork.

You may think it’s faster to store all the forms on your computer and open them when you need. But here’s the problem with that shortcut — requirements change and forms are updated frequently. Starting an application with outdated forms will add time — and frustration — to the process.

The best strategy is to pull the most recent forms from our website each time you start a new application. You’ll be sure you’re getting the most up-to-date forms, including the correct state specific forms, or any additional forms you need like our Trust Certification form. This will help you provide a smooth experience for your client.

Here’s how to get the most up-to-date forms:

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 the Find Forms and Materials button to search for the forms you need.

Have Questions?

If you have any questions, please contact our service specialists at 800.247.6888 or send us a message.