Home Contracting

Below is a comprehensive list of all the contracting forms that are needed for the companies that AFS serves. All forms are composed in a PDF document, making it easier to print, fill out, and read. If for some reason you do not see the form you need, please email us at info@annuityfinancial.com and we will get you the appropriate documents.

Once all forms are appropriately filled out, they MUST BE sent to our address for final approval:

Annuity Financial Services, Inc.
10864 Audelia Road, Ste 100
Dallas, Texas 75243

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Allianz Select Documents One Check Agreement Transfer Request Form Tranmittal Form Agent Supply Order Form Agent Compliance Guide Agent Contract LOA One-Check Agreement or Download Complete Package*

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American Equity Select Documents Appointment Application Form Consumer Report Form EFT Authorization Form LOA Agreement Transmittal Form Corporate Guarantee or Download Complete Package*

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Amerus Life Select Documents Agent Contract Transmittal Assignment of Commisions Cross Guarantee EFT Form for Automatic Deposit Independent Producer Contract Producer Contract Application or Download Complete Package*

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Fidelity & Guaranty Life Select Document Annualization Addendum Authorization Agreement Hierarchy Change From Market Conduct Guide Producer Information Form Producer's Agreement or Download Complete Package*

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ING USA Select Documents Agent Transmittal Direct Deposit Authorization Application for Agent Appointment Producer Appointment Requirements or Download Complete Package*

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Jefferson Pilot Financial Select Documents Agent Appointment Agreement Authorization for Direct Deposit Confidential Personal Information Form Fair Credit Reporting Act Disclosure Confidential Personal Information Form or Download Complete Package*

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Lincoln Benefit Life Select Documents Agent Appointment Agreement Authorization for Direct Deposit Confidential Personal Information Form Fair Credit Reporting Act Disclosure Confidential Personal Information Form or Download Complete Package*

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Lincoln Financial Group Select Documents Producer Authorization & Appointment Packet MoneyGuard Selling Agreement Appointment Fax Cover Sheet Producer Endorsement Transmittal or Download Complete Package*

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Legacy Financial Services Select Documents Commission Payout Schedule E&O Payment Form IAR Agreement IAR Certification Ins Co. Appointment Form LAS Registration and Fee Sch Checklist LAS U4 Form LFS-LAS Code of Ethics NASD Reg and Fee Schedule Reg Rep Application Agreement Reg Rep Certification Reg Rep Checklist Reg Rep Data Sheet Reg Rep EFT Automatic Deposit Form Reg Rep Override Schedule Reg Rep U4 Form Req to Engage in Outside Biz Txfr Cert and Termination Ltr or Download Complete Package*

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Legacy Marketing Group Select Documents Global Marketing Guidelines Additional Appointment Request Form Transfer - Release Form Transfer - Accept Form Agent Change of Address Producer/Wholesaler Agreement Producer Appointment Checklist Global Training Presentation EIA Training Acknowledgement Automatic Deposit Authorization Form or Download Complete Package*

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North American Company Select Documents Compliance Review Guide Agent Contract Application & Response LOA Contract Application 6800 Agent Contract Transmittal Form Direct Deposit Authorization Form or Download Complete Package*

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Physicians Life Insurance Select Documents Agent Sales Agreement Compensation Schedule Appointment Application Direct Deposit Authorization Form HIPPA Disclosure or Download Complete Package*

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State Life Select Documents Contract Agreement SL128 -Checklist SL148 Personal Data Form Producer Contract and IMSA forms or Download Complete Package*

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Sun Life Financial Select Documents General Agency Commision Schedule General Agency Commision Schedule CoGA GA Contract Agreement CoGA Contract Agreement License/Appointment Data Sheet Automatic Deposit Form or Download Complete Package*

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Transamerica Select Documents Comp-Annuity 504 Comp-Life Contract Transmittal TOA555 TransAm Occy - Contract Application TOA 556 or Download Complete Package*

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*Reguires Winzip to open. If you do not have a copy, you can download by clicking here.

All individual forms require Adobe Acrobat 4.0 or greater.
To get the latest version click the graphic below:

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