Improved Annuity Application and
State Replacement Forms
Required March 17, 2020
We are pleased to announce improvements to Annuity Applications used in most states, and State Replacement forms.
Annuity Applications
The new application forms – dated 08-19 – apply to all annuity products for all states, with two exceptions:
• California – use the current Annuity Application: ANN-APP(12-16)
• Pennsylvania – for Confidence Income Annuity sales use 436-121(03-06)
State Variations – Annuity Applications
• All States, Excluding States Listed Below – ICC19-ET-APP(08-19)
• Delaware, North Dakota, South Dakota – ET-APP(08-19)
• Florida – ET-APPFL(08-19)
Transition Rules
Either the new 08-19 applications or the current applications may be used now and through the end of this month. Beginning March 17, the new 08-19 applications will be required. If you have preprinted application packets for states other than California, please replace them.
State Replacement Forms
Revised replacement forms – dated 02-20 – are also available now for all applicable annuity sales.
Available For Use Now
The new 08-19 applications and replacement forms are available now on AppBuilder and E-App.