• Application for Single Premium Immediate Annuity • Non-Qualified Assignment and Release • Hold Harmless Agreement (Attorney Fees) • Non-Qualified Settlement Agreement and Release • Premium Transmittal Form • Non-Qualified Assignment & Release (Attorney Fees) • Assignment Request • Settlement Agreement & Release (Attorney Fees) • Application Form for New York Cases • W9 Form
Structured Sales
• Assignment of Obligation • Representation and Acknowledgement Statement • Premium Transmittal Form • Application Form for New York Cases • Agreement to Pay
1031 Exchanges
• R&A Statement 1031 Exchange 4 • Assignment of Obligation 1031