EX-99.(5)(D) 4 ex995d.htm INDIVIDUAL APPLICATION FORM ex995d.htm
First Security Benefit Life Insurance
and Annuity Company of New York
EliteDesigns® Variable Annuity Application 
     
Questions? Call our Service Center at 877-700-6847.  
 
 
Instructions
 
 
Complete the entire form to establish a new EliteDesigns® 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
 
 
 
     
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
 
 
 
     
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
 
 
 
     
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    
           
FSB 243 (08-13)
EliteDesigns 16-90012-11 2015/03/31 (1/7)

 
 

 

 
 5. Provide Primary and Secondary Beneficiary(ies)
   
 
For additional Primary Beneficiaries, please attach a separate list to the end of this application.
 
   
Primary Beneficiary
   
Social
DOB
Relationship to
%
 
   
Name
Address (city, state, zip)
Phone No.
Security No.
(mm/dd/yyyy)
Owner
of Benefit
 
 
1.
               
 
2.
               
 
3.
               
 
For additional Secondary Beneficiaries, please attach a separate list to the end of this application.
 
   
Secondary Beneficiary
   
Social
DOB
Relationship to
%
 
   
Name
Address (city, state, zip)
Phone No.
Security No.
(mm/dd/yyyy)
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
   
FSB 243 (08-13)
EliteDesigns 16-90012-11 2015/03/31 (2/7)

 
 

 

8. Provide Investment Directions (continued on page 4)
 
 
Please indicate your investment preferences below. Please use whole percentages totaling 100%
 
 
%
7TwelveTM Balanced
 
%
BlackRock Global
 
%
Fidelity® VIP Emerging
 
%
Guggenheim VIF CLS
     
Portfolio
   
Opportunities V.I.
   
Markets
   
AdvisorOne Select
 
 
%
Adaptive Allocation Portfolio
 
%
BlackRock High Yield V.I.
 
%
Fidelity® VIP Growth &
   
Allocation
   
%
Alger Capital Appreciation
 
%
BlackRock Large Cap
   
Income
 
%
Guggenheim VIF Floating
 
 
%
Alger Large Cap Growth
   
Core V.I.
 
%
Fidelity® VIP Growth
   
Rate Strategies
 
 
%
AllianceBernstein VPS
 
%
BlackRock Large Cap
   
Opportunities
 
%
Guggenheim VIF Global
     
Dynamic Asset Allocation
   
Growth V.I.
 
%
Fidelity® VIP High Income
   
Managed Futures Strategy
 
 
%
AllianceBernstein VPS
 
%
Deutsche Capital
 
%
Fidelity® VIP Index 500
 
%
Guggenheim VIF High Yield
     
Global Thematic Growth
   
Growth VIP
 
%
Fidelity® VIP Investment
 
%
Guggenheim VIF Large
 
 
%
AllianceBernstein VPS
 
%
Deutsche Core Equity VIP
   
Grade Bond
   
Cap Value
     
Growth and Income
 
%
Deutsche Global Growth VIP
 
%
Fidelity® VIP Mid Cap
 
%
Guggenheim VIF Long Short
 
 
%
AllianceBernstein VPS
 
%
Deutsche Global
 
%
Fidelity® VIP Overseas
   
Equity
     
Small/Mid Cap Value
   
Small Cap VIP
 
%
Fidelity® VIP Real Estate
 
%
Guggenheim VIF Macro
 
 
%
ALPS/Alerian Energy
 
%
Deutsche Government &
 
%
Fidelity® VIP Strategic
   
Opportunities
     
Infrastructure
   
Agency Securities VIP
   
Income
 
%
Guggenheim VIF Managed
 
 
%
American Century VP
 
%
Deutsche High Income VIP
 
%
Franklin Flex Cap Growth
   
Asset Allocation
     
Income & Growth
 
%
Deutsche Large
   
VIP Fund
 
%
Guggenheim VIF Mid Cap
 
 
%
American Century VP
   
Cap Value VIP
 
%
Franklin Growth and Income
   
Value
     
Inflation Protection
 
%
Deutsche Small Mid Cap
   
VIP Fund
 
%
Guggenheim VIF Multi-
 
 
%
American Century VP
   
Value VIP
 
%
Franklin High Income
   
Hedge Strategies
     
International
 
%
Dimensional VA Global
   
VIP Fund
 
%
Guggenheim VIF Small Cap
 
 
%
American Century VP
   
Bond Portfolio
 
%
Franklin Income VIP Fund
   
Value
     
Mid Cap Value
 
%
Dimensional VA
 
%
Franklin Large Cap Growth
 
%
Guggenheim VIF StylePlus
 
 
%
American Century VP Value
   
International Small Portfolio
   
VIP Fund
   
Large Core
 
 
%
American Funds IS® Asset
 
%
Dimensional VA
 
%
Franklin Mutual Global
 
%
Guggenheim VIF StylePlus
     
Allocation
   
International Value Portfolio
   
Discovery VIP Fund
   
Large Growth
 
 
%
American Funds IS® Blue
 
%
Dimensional VA Short-Term
 
%
Franklin Mutual Shares
 
%
Guggenheim VIF StylePlus
     
Chip Income and Growth
   
Fixed Portfolio
   
VIP Fund
   
Mid Growth
 
 
%
American Funds IS®
 
%
Dimensional VA U.S. Large
 
%
Franklin Rising Dividends
 
%
Guggenheim VIF StylePlus
     
Global Bond
   
Value Portfolio
   
VIP Fund
   
Small Growth
 
 
%
American Funds IS®
 
%
Dimensional VA U.S.
 
%
Franklin Small Cap Value
 
%
Guggenheim VIF Total
     
Global Growth
   
Targeted Value Portfolio
   
VIP Fund
   
Return Bond
 
 
%
American Funds IS®
 
%
Direxion Dynamic
 
%
Franklin Small-Mid Cap
 
%
Guggenheim VIF World
     
Global Growth
   
VP HY Bond
   
Growth VIP Fund
   
Equity Income
     
and Income
 
%
Direxion VP Indexed
 
%
Franklin Strategic Income
 
%
Ibbotson Aggressive Growth
 
 
%
American Funds IS® Global
   
Commodity Strategy
   
VIP Fund
   
ETF Asset Allocation
     
Small Capitalization
 
%
Direxion VP Indexed
 
%
Franklin U.S. Government
 
%
Ibbotson Balanced ETF
 
 
%
American Funds IS® Growth
   
Managed Futures Strategy
   
Securities VIP Fund
   
Asset Allocation
 
 
%
American Funds IS®
 
%
Dreyfus IP Small
 
%
Goldman Sachs VIT Growth
 
%
Ibbotson Conservative ETF
     
Growth-Income
   
Cap Stock Index
   
Opportunities
   
Asset Allocation
 
 
%
American Funds IS®
 
%
Dreyfus IP Technology
 
%
Goldman Sachs VIT High
 
%
Ibbotson Growth ETF
     
International
   
Growth
   
Quality Floating Rate
   
Asset Allocation
 
 
%
American Funds IS®
 
%
Dreyfus Stock Index
 
%
Goldman Sachs VIT Large
 
%
Ibbotson Income and
     
International
 
%
Dreyfus VIF Appreciation
   
Cap Value
   
Growth ETF Asset Allocation
     
Growth and Income
 
%
Dreyfus VIF International
 
%
Goldman Sachs VIT Mid
 
%
Invesco V.I. American
 
 
%
American Funds IS®
   
Value
   
Cap Value
   
Franchise
     
Mortgage
 
%
Eaton Vance VT Floating-
 
%
Goldman Sachs VIT Small
 
%
Invesco V.I. American Value
 
 
%
American Funds IS®
   
Rate Income
   
Cap Equity Insights
 
%
Invesco V.I. Balanced-Risk
     
New World
 
%
Eaton Vance VT
 
%
Goldman Sachs VIT
   
Allocation
 
 
%
American Funds IS® U.S.
   
Large-Cap Value
   
Strategic Growth
 
%
Invesco V.I. Comstock
     
Government/AAA-Rated
 
%
Federated Fund for U.S.
 
%
Goldman Sachs VIT
 
%
Invesco V.I. Core Equity
     
Securities
   
Government Securities II
   
Strategic International Equity
 
%
Invesco V.I. Equity and
 
 
%
BlackRock Basic Value V.I.
 
%
Federated High Income
 
%
Guggenheim VIF
   
Income
 
 
%
BlackRock Capital
   
Bond II
   
All Cap Value
 
%
Invesco V.I. Global Core
     
Appreciation V.I.
 
%
Fidelity® VIP Balanced
 
%
Guggenheim VIF CLS
   
Equity
 
 
%
BlackRock Equity
 
%
Fidelity® VIP Contrafund®
   
AdvisorOne Amerigo
 
%
Invesco V.I. Global
     
Dividend V.I.
 
%
Fidelity® VIP Disciplined
 
%
Guggenheim VIF CLS
   
Health Care
 
 
%
BlackRock Global
   
Small Cap
   
AdvisorOne Clermont
 
%
Invesco V.I. Global
     
Allocation V.I.
               
Real Estate
FSB 243 (08-13)
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8. Provide Investment Directions (continued from page 3)
 
 
Please indicate your investment preferences below. Please use whole percentages totaling 100%
 
 
%
Invesco V.I. Government
 
%
JPMorgan Insurance Trust
 
%
PIMCO VIT
 
%
Rydex VIF Government
     
Securities
   
US Equity Portfolio
   
CommodityRealReturn
   
Long Bond 1.2x Strategy
 
 
%
Invesco V.I. Growth
 
%
Lord Abbett Series
   
Strategy
 
%
Rydex VIF Health Care
     
and Income
   
Bond-Debenture VC
 
%
PIMCO VIT Emerging
 
%
Rydex VIF Internet
 
 
%
Invesco V.I. High Yield
 
%
Lord Abbett Series
   
Markets Bond
 
%
Rydex VIF Inverse Dow
 
 
%
Invesco V.I. International
   
Calibrated Dividend
 
%
PIMCO VIT Foreign Bond
 
 
2x Strategy
     
Growth
   
Growth VC
   
(Unhedged)
 
%
Rydex VIF Inverse
 
 
%
Invesco V.I. Managed
 
%
Lord Abbett Series
 
%
PIMCO VIT Global Bond
 
 
Government Long Bond
     
Volatility
   
Classic Stock VC
   
(Unhedged)
 
 
Strategy
 
 
%
Invesco V.I. Mid Cap
 
%
Lord Abbett Series
 
%
PIMCO VIT Global Multi-
 
%
Rydex VIF Inverse Mid-Cap
     
Core Equity
   
Developing Growth VC
   
Asset Managed Allocation
 
 
Strategy
 
 
%
Invesco V.I. Mid Cap Growth
 
%
Lord Abbett Series
 
%
PIMCO VIT High Yield
 
%
Rydex VIF Inverse
 
 
%
Invesco V.I. S&P 500 Index
   
Fundamental Equity VC
 
%
PIMCO VIT Low Duration
 
 
NASDAQ-100® Strategy
 
 
%
Invesco V.I. Small Cap
 
%
Lord Abbett Series Growth
 
%
PIMCO VIT Real Return
 
%
Rydex VIF Inverse Russell
     
Equity
   
and Income VC
 
%
PIMCO VIT Short-Term
 
 
2000® Strategy
 
 
%
Ivy Funds VIP Asset
 
%
Lord Abbett Series Growth
 
%
PIMCO VIT Total Return
 
%
Rydex VIF Inverse S&P
     
Strategy
   
Opportunities VC
 
%
Pioneer Bond VCT
 
 
500 Strategy
 
 
%
Ivy Funds VIP Balanced
 
%
Lord Abbett Series
 
%
Pioneer Emerging
 
%
Rydex VIF Japan 2x
 
 
%
Ivy Funds VIP Core Equity
   
Mid Cap Stock VC
   
Markets VCT
 
 
Strategy
 
 
%
Ivy Funds VIP Dividend
 
%
Lord Abbett Series
 
%
Pioneer Equity Income VCT
 
%
Rydex VIF Leisure
     
Opportunities
   
Total Return VC
 
%
Pioneer High Yield VCT
 
%
Rydex VIF Mid-Cap
 
 
%
Ivy Funds VIP Energy
 
%
Lord Abbett Series Value
 
%
Pioneer Real Estate
   
1.5x Strategy
 
 
%
Ivy Funds VIP Global Bond
   
Opportunities VC
   
Shares VCT
 
%
Rydex VIF NASDAQ-100®
 
 
%
Ivy Funds VIP Global
 
%
MFS® VIT Emerging
 
%
Pioneer Strategic
 
%
Rydex VIF NASDAQ-100®
     
Growth
   
Markets Equity
   
Income VCT
 
 
2x Strategy
 
 
%
Ivy Funds VIP Global
 
%
MFS® VIT Global Tactical
 
%
Power Income VIT
 
%
Rydex VIF Nova
     
Natural Resources
   
Allocation
 
%
Probabilities Fund
 
%
Rydex VIF Precious Metals
 
 
%
Ivy Funds VIP Growth
 
%
MFS® VIT High Yield
 
%
Putnam VT Absolute
 
%
Rydex VIF Real Estate
 
 
%
Ivy Funds VIP High Income
 
%
MFS® VIT II MA Investors
   
Return 500
 
%
Rydex VIF Retailing
 
 
%
Ivy Funds VIP International
   
Growth Stock
 
%
Putnam VT Capital
 
%
Rydex VIF Russell 2000®
     
Core Equity
 
%
MFS® VIT II Research
   
Opportunities
 
 
1.5x Strategy
      %
Ivy Funds VIP Limited-Term
   
International
 
%
Putnam VT Diversified
 
%
Rydex VIF Russell 2000®
     
Bond
 
%
MFS® VIT International
   
Income
 
 
2x Strategy
 
 
%
Ivy Funds VIP Mid Cap
   
Value
 
%
Putnam VT Equity Income
 
%
Rydex VIF S&P 500
     
Growth
 
%
MFS® VIT Investors Trust
 
%
Putnam VT Global Asset
 
 
2x Strategy
 
 
%
Ivy Funds VIP Real Estate
 
%
MFS® VIT New Discovery
   
Allocation
 
%
Rydex VIF S&P 500
     
Securities
 
%
MFS® VIT Research
 
%
Putnam VT Growth
 
 
Pure Growth
 
 
%
Ivy Funds VIP Science and
 
%
MFS® VIT Research Bond
   
Opportunities
 
%
Rydex VIF S&P 500
     
Technology
 
%
MFS® VIT Total Return
 
%
Putnam VT High Yield
 
 
Pure Value
 
 
%
Ivy Funds VIP Small
 
%
MFS® VIT Utilities
 
%
Putnam VT Income
 
%
Rydex VIF S&P MidCap
     
Cap Growth
 
%
Morgan Stanley UIF
 
%
Putnam VT Investors
 
 
400 Pure Growth
 
 
%
Ivy Funds VIP Small
   
Emerging Markets Debt
 
%
Putnam VT Voyager
 
%
Rydex VIF S&P MidCap
     
Cap Value
 
%
Morgan Stanley UIF
 
%
Rydex VIF Banking
 
 
400 Pure Value
 
 
%
Ivy Funds VIP Value
   
Emerging Markets Equity
 
%
Rydex VIF Basic Materials
 
%
Rydex VIF S&P SmallCap
 
 
%
Janus Aspen Enterprise
 
%
Neuberger Berman AMT
 
%
Rydex VIF Biotechnology
 
 
600 Pure Growth
 
 
%
Janus Aspen Forty
   
Guardian
 
%
Rydex VIF Commodities
 
%
Rydex VIF S&P SmallCap
 
 
%
Janus Aspen Janus Portfolio
 
%
Neuberger Berman AMT
   
Strategy
 
 
600 Pure Value
 
 
%
Janus Aspen Overseas
   
Socially Responsive
 
%
Rydex VIF Consumer
 
%
Rydex VIF Strengthening
 
 
%
Janus Aspen Perkins
 
%
Oppenheimer Global
   
Products
   
Dollar 2x Strategy
     
Mid Cap Value
   
Fund/VA
 
%
Rydex VIF Dow 2x Strategy
 
%
Rydex VIF Technology
 
 
%
JPMorgan Insurance Trust
 
%
Oppenheimer Global
 
%
Rydex VIF Electronics
 
%
Rydex VIF
     
Core Bond Portfolio
   
Strategic Income Fund/VA
 
%
Rydex VIF Energy
 
 
Telecommunications
 
 
%
JPMorgan Insurance Trust
 
%
Oppenheimer International
 
%
Rydex VIF Energy Services
 
%
Rydex VIF Transportation
 
 
%
Intrepid MidCap Portfolio
   
Growth Fund/VA
 
%
Rydex VIF Europe 1.25x
 
%
Rydex VIF U.S. Government
 
 
%
JPMorgan Insurance Trust
 
%
Oppenheimer Main Street
   
Strategy
   
Money Market
     
Small Cap Core Portfolio
   
Small Cap Fund®/VA
 
%
Rydex VIF Financial
 
%
Rydex VIF Utilities
       
 
%
PIMCO VIT All Asset
   
Services
     
                         
   
 
Please Continue
   
FSB 243 (08-13)
EliteDesigns 16-90012-11 2015/03/31 (4/7)

 
 

 
 
8. Provide Investment Directions (continued from page 4)
         
   
    Please indicate your investment preferences below. Please use whole percentages totaling 100%  
 
 
%
Rydex VIF Weakening Dollar
 
%
Templeton Foreign VIP Fund
 
%
Virtus Strategic
 
     
2x Strategy
 
%
Templeton Global
   
Allocation Series
 
 
 
%
SEI VP Balanced Strategy
 
 
Bond VIP Fund
 
%
Voya MidCap
 
 
 
%
SEI VP Conservative
 
%
Templeton Growth VIP Fund
 
 
Opportunities Portfolio
 
     
Strategy
 
%
Third Avenue Value
 
%
VY Clarion Global Real
 
 
 
%
SEI VP Defensive Strategy
 
%
Transparent Value
 
 
Estate Portfolio
 
 
 
%
SEI VP Market Growth
   
Directional Allocation VI
 
%
VY Clarion Real Estate
 
     
Strategy
 
%
Van Eck VIP Global Gold
 
 
Portfolio
 
 
 
%
SEI VP Market Plus Strategy
 
%
Van Eck VIP Global
 
%
Wells Fargo Advantage
 
 
 
%
SEI VP Moderate Strategy
 
 
Hard Assets
 
 
International Equity VT
 
 
 
%
T. Rowe Price
 
%
Virtus International Series
 
%
Wells Fargo Advantage
 
     
Blue Chip Growth
 
%
Virtus Multi-Sector Fixed
 
 
Intrinsic Value VT
 
 
 
%
T. Rowe Price
   
Income Series
 
%
Wells Fargo Advantage
 
     
Equity Income
 
%
Virtus Premium
 
 
Omega Growth VT
 
 
 
%
T. Rowe Price
   
AlphaSectorTM Series
 
%
Wells Fargo Advantage
 
     
Health Sciences
 
%
Virtus Real Estate
 
 
Opportunity VT
 
 
 
%
T. Rowe Price
   
Securities Series
 
%
Wells Fargo Advantage
 
     
Limited-Term Bond
 
%
Virtus Small-Cap
 
 
Small Cap Value VT
 
 
 
%
Templeton Developing
   
Growth Series
 
%
Western Asset Variable
 
     
Markets VIP Fund
     
 
 
Global High Yield Bond
 
             
Must Total 100%
   
 
Please Continue
   
FSB 243 (08-13)
EliteDesigns 16-90012-11 2015/03/31 (5/7)
 
 
 

 

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.
 
   
 
Please Continue
   
FSB 243 (08-13)
EliteDesigns 16-90012-11 2015/03/31 (6/7)
 
 
 

 

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.
   
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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
FSB 243 (08-13)
EliteDesigns 16-90012-11 2015/03/31 (7/7)

 
 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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FSB 243 (08-13)
EliteDesigns 16-90012-11 2015/03/31