EX-99.5G 5 ex995g.htm FORM OF INDIVIDUAL APPLICATION ex995g.htm
 
   
 
EliteDesigns Plus Variable Annuity Application
 
 
 
Questions? Call our Service Center at 877-700-6847.
 
   
 
Instructions
   
     
 
Complete the entire form to establish a new EliteDesigns Plus Variable Annuity Contract. Please type or print.
 
 
 
1. Choose Type of Annuity Contract
         
     
 
Please select the annuity type:   m Non-Qualified    m Roth IRA    m Traditional IRA   
 
     
 
Initial Contribution $ _____________________
 
     
 
For IRAs only: Current Year $ ___________________   Prior Year $ __________________   Rollover $ __________________
 
     
 
 
2. Provide Annuitant Information
   
     
 
Name of Annuitant
           
m Male
 
m Female
 
   
First
 
MI
 
Last
 
     
 
Mailing Address
               
   
Street Address
 
City
 
State
 
ZIP Code
 
                   
 
Residential Address
               
 
(if different from mailing address)
Street Address
 
City
 
State
 
ZIP Code
 
             
 
Social Security Number/Tax I.D. Number
   
Date of Birth
   
   
(mm/dd/yyyy)
 
     
 
Daytime Phone Number
   
Home Phone Number
   
     
 
 
3. Provide Contractowner Information
   
     
  r Same as Annuitant  
     
 
Name of Contractowner
           
m Male
 
m Female
 
   
First
 
MI
 
Last
 
     
 
Mailing Address
               
   
Street Address
 
City
 
State
 
ZIP Code
 
                   
 
Residential Address
               
 
(if different from mailing address)
Street Address
 
City
 
State
 
ZIP Code
 
             
 
Social Security Number/Tax I.D. Number
   
Date of Birth
   
   
(mm/dd/yyyy)
 
     
 
Daytime Phone Number
   
Home Phone Number
   
     
 
 
4. Provide Joint Owner Information
   
     
 
Name of Joint Owner
           
m Male
 
m Female
 
   
First
 
MI
 
Last
 
     
 
Mailing Address
               
   
Street Address
 
City
 
State
 
ZIP Code
 
                   
 
Residential Address
               
 
(if different from mailing address)
Street Address
 
City
 
State
 
ZIP Code
 
             
 
Social Security Number/Tax I.D. Number
   
Date of Birth
   
   
(mm/dd/yyyy)
 
     
 
Daytime Phone Number
   
Home Phone Number
   
     
   
FSB255 (5-13)
EliteDesigns Plus 18-90010-18 2013/05/01 (1/6)
 
 
 

 
 
 
5. Provide Primary and Secondary Beneficiary(ies)
   
     
 
For additional Primary Beneficiaries, please attach a separate list to the end of this application.
 
   
Primary Beneficiary
 Name   
 
Address (city, state, zip)
 
Phone No.
 Social
Security No.
DOB (mm/dd/yyyy)
Relationship to Owner
% of
Benefit
 
 
1.
 
 
 
             
 
2.
 
 
 
             
 
3.
 
 
 
             
 
For additional Secondary Beneficiaries, please attach a separate list to the end of this application.
 
   
Secondary Beneficiary
Name
 
Address (city, state, zip)
 
Phone No.
 Social
Security No.
DOB
(mm/dd/yyyy)
Relationship to
Owner
% of
Benefit
 
 
1.
 
 
 
             
 
2.
 
 
 
             
  3.
 
 
 
             
                   
 
 
6. Provide Replacement Information
   
       
 
Do you currently have any existing annuity or insurance policies? m Yes   m No
 
 
Does this proposed contract replace or change any existing annuity or insurance policy? m Yes   m No
 
 
If yes, please list the following for all life insurance or annuity contracts to be replaced:
 
  Current Carrier Name   Contract/Policy Number
 
         
         
         
         

 
7. Choose Optional Return of Premium Death Benefit Rider
         
                 
 
r Return of Premium Death Benefit Rider.
     
       
     Please Continue    
       
       
       
       
       
       
       
       
       
       
       
       
FSB255 (5-13) EliteDesigns Plus 18-90010-18 2013/05/01(2/6)
       
 
 
 

 
 
 
8. Provide Investment Directions (continued on page 4)
           
                           
 
Please indicate your investment preferences below. Please use whole percentages totaling 100%
 
                           
   
%
Adaptive Allocation Portfolio
 
%
DWS Global Thematic VIP
 
%
Goldman Sachs VIT Mid
 
%
Ibbotson Growth ETF Asset
 
   
%
Alger Capital Appreciation
 
%
DWS Government
   
Cap Value
   
Allocation
 
   
%
Alger Large Cap Growth
   
& Agency Securities VIP
 
%
Goldman Sachs VIT
 
%
Ibbotson Income and Growth ETF
 
   
%
AllianceBernstein VPS
 
%
DWS High Income VIP
   
Strategic Growth
   
Asset
 
     
Global Thematic Growth
 
%
DWS Large Cap Value VIP
 
%
Goldman Sachs VIT
   
Allocation
 
   
%
AllianceBernstein VPS
 
%
Federated Fund for U.S.
   
Strategic International
 
%
ING Clarion Global Real
 
     
Growth and Income
   
Government Securities II
   
Equity
   
Estate
 
   
%
AllianceBernstein VPS
 
%
Federated High Income
 
%
Goldman Sachs VIT
 
%
ING Clarion Real Estate
 
     
Small/Mid Cap Value
   
Bond II
   
Structured Small Cap Equity
 
%
ING MidCap Opportunities
 
   
%
American Century VP
 
%
Fidelity® VIP Balanced
 
%
Guggenheim VT All Cap
 
%
Innealta Capital Country
 
     
Income & Growth
 
%
Fidelity® VIP Contrafund®
   
Value
   
Rotation
 
   
%
American Century VP
 
%
Fidelity® VIP Disciplined
 
%
Guggenheim VT All-Asset
 
%
Innealta Capital Sector
 
     
Inflation Protection
   
Small Cap
   
Aggressive Strategy
   
Rotation
 
   
%
American Century VP
 
%
Fidelity® VIP Emerging
 
%
Guggenheim VT All-Asset
 
%
Invesco V.I. Core Equity
 
     
International
   
Markets
   
Conservative Strategy
 
%
Invesco V.I. Global Core
 
   
%
American Century VP Mid
 
%
Fidelity® VIP Growth
 
%
Guggenheim VT All-Asset
   
Equity
 
     
Cap Value
   
Opportunities
   
Moderate Strategy
 
%
Invesco V.I. Global Health
 
   
%
American Century VP Value
 
%
Fidelity® VIP Growth &
 
%
Guggenheim VT CLS
   
Care
 
   
%
BlackRock Basic Value V.I.
   
Income
   
AdvisorOne Amerigo
 
%
Invesco V.I. Global Real
 
   
%
BlackRock Capital
 
%
Fidelity® VIP High Income
 
%
Guggenheim VT CLS
   
Estate
 
     
Appreciation V.I.
 
%
Fidelity® VIP Index 500
   
AdvisorOne Clermont
 
%
Invesco V.I. Government
 
   
%
BlackRock Equity
 
%
Fidelity® VIP Investment
 
%
Guggenheim VT CLS
   
Securities
 
     
Dividend V.I.
   
Grade Bond
   
AdvisorOne
 
%
Invesco V.I. High Yield
 
   
%
BlackRock Global
 
%
Fidelity® VIP Mid Cap
   
Select Allocation
 
%
Invesco V.I. International
 
     
Allocation V.I.
 
%
Fidelity® VIP Overseas
 
%
Guggenheim VT DWA
   
Growth
 
     %
 BlackRock Global
 
%
Fidelity® VIP Real Estate
   
Flexible Allocation
 
%
Invesco V.I. Mid Cap Core
 
     
Opportunities V.I.
 
%
Fidelity® VIP Strategic
 
%
Guggenheim VT DWA
   
Equity
 
   
%
BlackRock High Yield V.I.
   
Income
   
Sector Rotation
 
%
Invesco V.I. Small Cap
 
   
%
BlackRock Large Cap
 
%
Franklin Flex Cap Growth
 
%
Guggenheim VT Global
   
Equity
 
     
Core V.I.
   
Securities
   
Managed Futures Strategy
 
%
Invesco V.I. S&P 500 Index
 
   
%
BlackRock Large Cap
 
%
Franklin Growth & Income
 
%
Guggenheim VT High Yield
 
%
Invesco V.I. Utilities
 
     
Growth V.I.
   
Securities
 
%
Guggenheim VT Large Cap
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA Global
 
%
Franklin High Income
   
Concentrated Growth
   
American Franchise
 
     
Bond Portfolio
   
Securities
 
%
Guggenheim VT Large Cap
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA
 
%
Franklin Income Securities
   
Core
   
American Value
 
     
International Small Portfolio
 
%
Franklin Large Cap Growth
 
%
Guggenheim VT Large Cap
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA o
   
Securities
   
Value
   
Comstock
 
     
International Value Portfoli
 
%
Franklin Large Cap Value
 
%
Guggenheim VT Managed
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA Short-Term
   
Securities
   
Asset Allocation
   
Equity and Income
 
     
Fixed Portfolio
 
%
Franklin Mutual Global
 
%
Guggenheim VT Mid Cap
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA U.S. Large
   
Discovery Securities
   
Growth
   
Growth and Income
 
     
Value Portfolio
 
%
Franklin Mutual Shares
 
%
Guggenheim VT Mid Cap
 
%
Invesco Van Kampen V.I.
 
   
%
Dimensional VA U.S.
   
Securities
   
Value
   
Mid CapGrowth
 
     
Targeted Value Portfolio
 
%
Franklin Rising Dividends
 
%
Guggenheim VT MSCI
 
%
Ivy Funds VIP Asset
 
   
%
Direxion Dynamic VP
   
Securities
   
EAFE Equal Weight
   
Strategy
 
     
HY Bond
 
%
Franklin Small Cap Value
 
%
Guggenheim VT Multi-
 
%
Ivy Funds VIP Balanced
 
   
%
Dreyfus IP Small Cap
   
Securities
   
Hedge Strategies
 
%
Ivy Funds VIP Core Equity
 
     
Stock Index
 
%
Franklin Small-Mid Cap
 
%
Guggenheim VT Small Cap
 
%
Ivy Funds VIP Dividend
 
   
%
Dreyfus IP Technology
   
Growth Securities
   
Growth
   
Opportunities
 
     
Growth
 
%
Franklin Strategic Income
 
%
Guggenheim VT Small Cap
 
%
Ivy Funds VIP Energy
 
   
%
Dreyfus Stock Index
   
Securities
   
Value
 
%
Ivy Funds VIP Global Bond
 
   
%
Dreyfus VIF Appreciation
 
%
Franklin US Government
 
%
Guggenheim VT Total
 
%
Ivy Funds VIP Growth
 
   
%
Dreyfus VIF International
   
Securities
   
Return Bond
 
%
Ivy Funds VIP High Income
 
     
Value
 
%
Goldman Sachs VIT
 
%
Guggenheim VT U.S. Long
 
%
Ivy Funds VIP International
 
   
%
DWS Capital Growth VIP
   
Government Income
   
Short Momentum
   
Core Equity
 
   
%
DWS Core Equity VIP
 
%
Goldman Sachs VIT Growth
 
%
Ibbotson Aggressive Growth
 
%
Ivy Funds VIP International
 
   
%
DWS Dreman Small Mid
   
Opportunities
   
ETF Asset Allocation
   
Growth
 
     
Cap Value VIP
 
%
Goldman Sachs VIT Large
 
%
Ibbotson Balanced ETF
 
%
Ivy Funds VIP Limited-Term
 
   
%
DWS Global Small Cap
   
Cap Value
   
Asset Allocation
   
Bond
 
     
Growth VIP
       
%
Ibbotson Conservative ETF
       
                 
Asset Allocation
       
   
FSB255 (5-13)
EliteDesigns Plus 18-90010-18 2013/05/01 (3/6)
   
 
 
 

 
 
 
8. Provide Investment Directions (continued from page 3)
           
                           
 
Please indicate your investment preferences below. Please use whole percentages totaling 100%
 
                           
   
%
Ivy Funds VIP Mid Cap
 
%
MFS® VIT New Discovery
 
%
Putnam VT Growth
 
%
Rydex VT S&P 500 Pure
 
     
Growth
 
%
MFS® VIT Research
   
Opportunities
   
Growth
 
   
%
Ivy Funds VIP Real Estate
 
%
MFS® VIT Research Bond
 
%
Putnam VT High Yield
 
%
Rydex VT S&P 500 Pure
 
     
Securities
 
%
MFS® VIT Research
 
%
Putnam VT Income
   
Value
 
   
%
Ivy Funds VIP Science
   
International
 
%
Putnam VT Investors
 
%
Rydex VT S&P MidCap
 
     
and Technology
 
%
MFS® VIT Total Return
 
%
Putnam VT Voyager
   
400 Pure Growth
 
   
%
Ivy Funds VIP Small Cap
 
%
MFS® VIT Utilities
 
%
Rydex VT Banking
 
%
Rydex VT S&P MidCap
 
     
Growth
 
%
Morgan Stanley UIF
 
%
Rydex VT Basic Materials
   
400 Pure Value
 
   
%
Ivy Funds VIP Small Cap
   
Emerging Markets Debt
 
%
Rydex VT Biotechnology
 
%
Rydex VT S&P SmallCap
 
     
Value
 
%
Morgan Stanley UIF
 
%
Rydex VT Commodities
   
600 Pure Growth
 
   
%
Ivy Funds VIP Value
   
Emerging Markets Equity
   
Strategy
 
%
Rydex VT S&P SmallCap
 
   
%
Janus Aspen Enterprise
 
%
Neuberger Berman AMT
 
%
Rydex VT Consumer
   
600 Pure Value
 
   
%
Janus Aspen Forty
   
Guardian
   
Products
 
%
Rydex VT Strengthening
 
   
%
Janus Aspen Janus Portfolio
 
%
Neuberger Berman AMT
 
%
Rydex VT Dow 2x Strategy
   
Dollar 2x Strategy
 
   
%
Janus Aspen Overseas
   
Socially Responsive
 
%
Rydex VT Electronics
 
%
Rydex VT Technology
 
   
%
Janus Aspen Perkins Mid
 
%
Oppenheimer Global
 
%
Rydex VT Energy
 
%
Rydex VT
 
     
Cap Value
   
Securities Fund/VA
 
%
Rydex VT Energy Services
   
Telecommunications
 
   
%
JPMorgan Insurance Trust
 
%
Oppenheimer Global
 
%
Rydex VT Europe 1.25x
 
%
Rydex VT Transportation
 
     
Core Bond Portfolio
   
Strategic Income Fund/VA
   
Strategy
 
%
Rydex VT U.S. Government
 
   
%
JPMorgan Insurance Trust
 
%
Oppenheimer International
 
%
Rydex VT Financial
   
Money Market
 
     
International Equity Portfolio
   
Growth Fund/VA
   
Services
 
%
Rydex VT Utilities
 
   
%
JPMorgan Insurance Trust
 
%
Oppenheimer Main Street
 
%
Rydex VT Government Long
 
%
Rydex VT Weakening Dollar
 
     
Intrepid Growth Portfolio
   
Small- & Mid-Cap Fund®/VA
   
Bond 1.2x Strategy
   
2x Strategy
 
   
%
JPMorgan Insurance Trust
 
%
PIMCO VIT All Asset
 
%
Rydex VT Health Care
 
%
T. Rowe Price Blue Chip
 
     
Intrepid MidCap Portfolio
  %
PIMCO VIT
 
%
Rydex VT Internet
   
Growth
 
   
%
JPMorgan Insurance Trust
   
CommodityRealReturn
 
%
Rydex VT Inverse Dow 2x
 
%
T. Rowe Price Equity
 
     
MidCap Growth Portfolio
   
Strategy
   
Strategy
   
Income
 
   
%
JPMorgan Insurance Trust
 
%
PIMCO VIT Emerging
 
%
Rydex VT Inverse
 
%
T. Rowe Price Health
 
     
Small Cap Core Portfolio
   
Markets Bond
   
Government Long Bond
   
Sciences
 
   
%
JPMorgan Insurance Trust
 
%
PIMCO VIT Foreign Bond
   
Strategy
 
%
T. Rowe Price Limited-Term
 
     
US Equity Portfolio
   
(Unhedged)
 
%
Rydex VT Inverse Mid-Cap
   
Bond
 
   
%
Lord Abbett Series Bond-
 
%
PIMCO VIT Global Bond
   
Strategy
 
%
Templeton Developing
 
     
Debenture VC
   
(Unhedged)
 
%
Rydex VT Inverse
   
Markets Securities
 
   
%
Lord Abbett Series
 
%
PIMCO VIT High Yield
   
NASDAQ-100® Strategy
 
%
Templeton Foreign
 
     
Calibrated Dividend
 
%
PIMCO VIT Low Duration
 
%
Rydex VT Inverse Russell
   
Securities
 
     
Growth VC
 
%
PIMCO VIT Real Return
   
2000® Strategy
 
%
Templeton Global Bond
 
   
%
Lord Abbett Series
 
%
PIMCO VIT Short-Term
 
%
Rydex VT Inverse S&P
   
Securities
 
     
Classic Stock VC
 
%
PIMCO VIT Total Return
   
500 Strategy
 
%
Templeton Growth
 
   
%
Lord Abbett Series
 
%
Pioneer Bond VCT
 
%
Rydex VT Japan 2x
   
Securities
 
     
Developing Growth VC
  %
 Pioneer Emerging Markets
   
Strategy
 
%
Third Avenue Value
 
   
%
Lord Abbett Series
   
VCT
 
%
Rydex VT Leisure
 
%
Van Eck VIP Global Hard
 
     
Fundamental Equity VC
 
%
Pioneer Equity Income VCT
 
%
Rydex VT Mid-Cap
   
Assets
 
   
%
Lord Abbett Series Growth
 
%
Pioneer High Yield VCT
   
1.5x Strategy
 
%
Wells Fargo Advantage
 
     
and Income VC
 
%
Pioneer Real Estate Shares
 
%
Rydex VT NASDAQ-100®
   
International Equity VT
 
   
%
Lord Abbett Series Growth
   
VCT
 
%
Rydex VT NASDAQ-100®
 
%
Wells Fargo Advantage
 
     
Opportunities VC
 
%
Pioneer Strategic Income
   
2x Strategy
   
Intrinsic Value VT
 
   
%
Lord Abbett Series Mid Cap
   
VCT
 
%
Rydex VT Nova
 
%
Wells Fargo Advantage
 
     
Stock VC
 
%
Power Income VIT
 
%
Rydex VT Precious Metals
   
Omega Growth VT
 
   
%
Lord Abbett Series Total
  %
 Putnam VT Absolute Return
 
%
Rydex VT Real Estate
 
%
Wells Fargo Advantage
 
     
Return VC
   
500
 
%
Rydex VT Retailing
   
Opportunity VT
 
   
%
Lord Abbett Series Value
 
%
Putnam VT Capital
 
%
Rydex VT Russell 2000®
 
%
Wells Fargo Advantage
 
     
Opportunities VC
   
Opportunities
   
1.5x Strategy
   
Small Cap Value VT
 
   
%
MFS® VIT Emerging Markets
 
%
Putnam VT Diversified
 
%
Rydex VT Russell 2000®
 
%
Western Asset Variable
 
     
Equity
   
Income
   
2x Strategy
   
Global High Yield Bond
 
   
%
MFS® VIT High Yield
 
%
Putnam VT Equity Income
 
%
Rydex VT S&P 500
       
   
%
MFS® VIT Investors Growth
 
%
Putnam VT Global Asset
   
2x Strategy
Must Total 100%  
     
Stock
   
Allocation
             
   
%
MFS® VIT Investors Trust
                   
                           
 
 
 
 
Please Continue
 
     
FSB255 (5-13)
EliteDesigns Plus 18-90010-18 2013/05/01 (4/6)
     
 
 
 

 
 
  9. Incentives and Other Considerations    
       
  Have you been offered any cash incentive or other consideration (such as free insurance) as an inducement to apply for this annuity contract? mYes m No  
       
  To the best of your knowledge and belief, has the annuitant been offered any cash incentive or other consideration (such as free insurance) as an inducement to apply for this annuity contract? mYes mNo  
       
 
 
10. Statement of Understanding
   
       
 
I have been given a current prospectus that describes the Contract for which I am applying. I understand that annuity payments and withdrawal values, if any, when based on the investment experience of the Investment Options are variable and dollar amounts are not guaranteed and that any benefits, values or payments based on performance of the Investment Options may vary and are NOT guaranteed by the U.S. Government or any State Government; and are NOT federally insured by the FDIC, the Federal Reserve Board or any other agency, Federal or State. I further understand that I bear all investment risk.
 
       
  If my annuity contract qualifies under Section 403(b), I declare that I know: (1) the limits on withdrawals from my Contract imposed by Section 403(b)(11) of the Internal Revenue Code; and (2) the investment choices available under my employer’s Section 403(b) plan to which I may elect to transfer my account balance. I understand that the amount paid and the application must be acceptable to FSBL under its rules and practices. If they are, the contract applied for will be in effect on the Contract Date. If they are not, FSBL will be liable only for the return of the amount paid.  
     
  r   Check this box to receive a Statement of Additional Information.  
       
 
 
Important Notice Concerning Tax Treatment for Same-Sex Spouses
   
       
 
Pursuant to Section 3 of the federal Defense of Marriage Act (“DOMA”), same-sex marriages currently are not recognized for purposes of federal law. Therefore, the favorable income-deferral options afforded by federal tax law to an opposite-sex spouse under Internal Revenue Code sections 72(s) and 401(a)(9) are currently NOT available to a same-sex spouse. Same-sex spouses who own or are considering the purchase of annuity products that provide benefits based upon status as a spouse should consult a tax advisor. To the extent that an annuity contract or certificate accords to spouses other rights or benefits that are not affected by DOMA, same-sex spouses remain entitled to such rights or benefits to the same extent as any annuity holder’s spouse.
 
       
       
     Please Continue    
       
       
       
       
       
       
       
       
       
       
       
       
FSB255 (5-13) EliteDesigns Plus 18-90010-18 2013/05/01(5/6)
       
 
 
 

 
 
 
11. Provide Signature
   
       
 
My signature below indicates the information provided within the application is accurate and true, including my tax identification number.
 
     
 
Tax Identification Number Certification
 
     
 
Instructions: You must cross out item (2) in the below paragraph if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest or dividends on your tax return. For contributions to an individual retirement arrangement (IRA), and generally payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct Tax Identification Number.
 
     
 
Under penalties of perjury I certify that (1) The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and (2) I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends or the IRS has notified me that I am no longer subject to backup withholding; and (3) I am a U.S. citizen or other U.S. person (as defined in the IRS Form W-9 instructions).
 
     
 
The Internal Revenue Service does not require your consent to any provision of this document other than the certifications required to avoid backup withholding.
 
               
 
X
           
   
 Signature of Owner
 
Date (mm/dd/yyyy)
 
Signed at (City/State)
 
               
 
X
 Signature of Joint Owner
 
Date (mm/dd/yyyy)
     

 
Important Information About Procedures for Opening a New Account
   
       
 
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
 
What this means to you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.
 
 
 
Registered Representative/Dealer Information
   
     
 
Will the Annuity being purchased replace any prior insurance or annuities of this or any other Company?
 
  m
No, to the best of my knowledge, this application is not involved in the replacement of any life insurance or annuity contract, as defined in applicable Insurance Department Regulations. I have complied with the requirements for disclosure and/or replacement by enclosing a completed and signed Definition of Replacement and leaving a copy of the form with the applicant.
 
       
  m
Yes. If yes, please enclose a completed and signed (i) Disclosure Statement; (ii) Important Notice form; and (iii) Incoming Funds Transfer form. The agent is required to leave with the applicant a copy of the Disclosure Statement and Important Notice form. Also, if an Application Supplement is applicable (for selecting the dollar cost averaging or asset allocation option), please enclose a completed and signed Application Supplement as well.
 
       
 
Comments:
   
       
     
 
Print Name of Representative
   
     
 
X
 
     
   
Signature of Representative
 
Date (mm/dd/yyyy)
 
                   
 
Address
               
 
 
Street Address
 
City
 
State
 
ZIP Code
 
     
 
Daytime Phone Number
   
Email Address
   
             
 
Representative License I.D. Number
         
             
 
Print Name of Broker/Dealer
   
     
 
 
Mail to: First Security Benefit Life Insurance and Annuity Company of New York • Administrative Office • PO Box 750497 • Topeka, KS 66675-0497 or
Fax to: 1-785-368-1772
Visit us online at www.securitybenefit.com
 
   
FSB255 (5-13)
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