Agent Resources & Forms

For Sales Agent Use Only

Current Annuity Rates — Updated April 1, 2026

Rate flyers reflect current SPJST annuity rates. Print and share with prospects.

Applications
PDF

Annuity Application

Applications · Fillable PDF

DOC

Application for Membership / Complete Application Packet

Applications · Word Document

PDF

Final Expense App

Applications · Fillable PDF

PDF

UL Replacement Application

Applications · Fillable PDF

Annuity Forms
DOC

Annuity Application (Word)

Annuity Forms · Word Document

PDF

Annuity Disclosure — FPDA

Annuity Forms

PDF

Annuity Disclosure — SPDA

Annuity Forms

PDF

Annuity Disclosure — 5-Year

Annuity Forms

PDF

Annuity Disclosure — 10-Year

Annuity Forms

PDF

1026 IRA Annuity Disclosure

Annuity Forms

PDF

Annuity Disclosure Acknowledgement

Annuity Forms

Annuity Flyers — Rates as of Apr 2026
PDF

Annuity Flyer: Let It Grow

Annuity Flyers · Rates as of Apr 2026

PDF

Annuity Flyer: Retirement Income, v1

Annuity Flyers · Rates as of Apr 2026

PDF

Annuity Flyer: Retirement Income, v2

Annuity Flyers · Rates as of Apr 2026

PDF

Annuity Flyer: Retirement Income, v3

Annuity Flyers · Rates as of Apr 2026

PDF

Annuity Flyer: Retirement Income, v4

Annuity Flyers · Rates as of Apr 2026

Agent Forms
PDF

Absolute Assignment 1035

Agent Forms

PDF

ACH Debit Form

Agent Forms

PDF

Annual Review

Agent Forms · Fillable PDF

PDF

HIPAA

Agent Forms · Rev. Jan 2022

PDF

Life Illustrations Certification Form

Agent Forms

PDF

Privacy Notice

Agent Forms

PDF

Replacement Form

Agent Forms

PDF

Request for Conversion of a Term Certificate

Agent Forms · Updated Aug 2018

Agent Training
PDF

Illustration Manual

Agent Training

PDF

IRA Brochure

Agent Training · 2024

PDF

SEP Brochure

Agent Training · 2024

PDF

Buyer's Guide for Deferred Annuities

Agent Training · NAIC

PDF

2026 Independent Comparative Report

Agent Training · 2026

Member Forms
PDF

Change of Address

Member Forms · Fillable PDF

PDF

Change of Beneficiary

Member Forms · Fillable PDF

PDF

Change of Name

Member Forms · Fillable PDF

PDF

Lost Certificate Affidavit

Member Forms · Fillable PDF

PDF

Sales Agent Assignment

Member Forms · Fillable PDF

PDF

Transfer Request

Member Forms · Fillable PDF

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Brochures & Marketing Materials

Click any brochure cover to open the PDF — designed for printing and sharing with prospects.