Annuity Sale Suitability Disclosure

Annuity Sale Disclosure (HarborMaster)

Annuity Sale Disclosure (HarborMaster Flex)

IRA/ROTH IRA Summary

IRS Actuarial Tables

Withholding Certificate for Pension or Annuity Payments

Request for Taxpayer Identification Number and Certification

Community Property State Completion Form
​(AK, AZ, CA, ID, NV, NM, TX, WA, WI)

Annuity Suitability Questionnaire - Florida

Annuity Disclosure Statement - Minnesota

Form from state - IL Civil Union Law-Notice

Form from state - SC Buyers Guide to Annuities

Form for state - UT Buyers Guide to Annuities

Form for state - WI Buyers Guide to Annuities