DOL Compliance Certification

DOL Instructions

Generic

Generic 2B

Generic Supplemental

Generic 2A

Generic 3

California P1

California P2B

Florida P1

Florida P2B

California P2A

California P3

Florida P2A

Florida P3

Other CA Supplement

Beneficiary Designation

FL Supplement

Department of Homeland Security Records

Financial Professional and Policy Owner

Personal Financial Questionnaire

Foreign National Questionnaire

Underwriting Guidelines Travel M3719

FN Program Producer Guide

W-8BEN

Producer Guide

Certificate of Foreign Language Interpretation

ONLY CA – Sample Cover Letter

FL – Foreign National Questionnaire

Underwriting Guidelines Travel M3719

Foreign Nationals program

FN Sales and Solicitation

LPOA Form

Background Authorization

Foreign National Agent Access

Financial Professional Certification