Form Number | Description | Type |
| Application Packets
---|
Sample Instructional App. | SAMPLE Allstate Application Instructions | Application Packets |
B Series VA Pkt NY | Protective Variable Annuity NY Application Packet (B Series) | Application Packets |
(AS) PIA NY 5 and 7 year | Protective Indexed Annuity - NY Application Packet 5 and 7 year | Application Packets |
(AS) AF-2110-R3 NY Packet | Protective ProPayer SPIA | Application Packets |
SPDA PSF Pkt NY | Protective Series Foundation Application Packet - NY | Application Packets |
| Conversion & Replacement Forms
---|
Annuity - NY Reg-60 Pack | Annuity - New York Reg-60 Pack | Conversion & Replacement Forms |
LAD-1110-NY | Notice to Insurer of Proposed Replacement - Annuity | Conversion & Replacement Forms |
LAD-1255-NY | Appendix 10C - New York IMPORTANT NOTICE Regarding Replacement or Change of Insurance | Conversion & Replacement Forms |
LAD-1226-NY | Appendix 11 New York Definition of Replacement | Conversion & Replacement Forms |
| Authorization Forms
---|
LAD-398-NY | Parental Consent for Annuity Contracts | Authorization Forms |
| Miscellaneous
---|
SEP IRA Agreement NY | SEP IRA Forms for B Series VA, Investors Series VA, Dimensions V VA, and Aspirations VA | Miscellaneous |
| Policy Service Forms
---|
LAD-1147 | Withdrawal Request Form | Policy Service Forms |
(AS) LAD-1162 | Automatic Deposit Agreement Form | Policy Service Forms |
(AS) 3771-GEN-06 | Distribution Request Form | Policy Service Forms |
(AS) 3349-GEN-04 | Non-Financial Change Form | Policy Service Forms |
(AS) LAD-RMD-FX with W9 | RMD Withdrawal Service Form for FIXED Annuity Contracts with Automatic Interest Withdrawals (AIW) | Policy Service Forms |
(AS) 3361-GEN-04 | Systematic Distribution Form | Policy Service Forms |