Forms & Applications Library

For access to a complete list of available forms, please click here to log into www.wnl.com/access.

Forms Checklist
Western National Applications
Western National Owner Acknowledgements
Western National Forms
Western National Replacement Forms

________________________________________


Forms Checklist

WNL Forms Checklist
Help your clients achieve financial security.

________________________________________


Western National Applications

WNL Flex 5 and WNL Flex 7 Annuity Applications
(premium bonus versions) :

Arizona only

Florida only

New Jersey only

Oregon only

Texas only

Virginia only

Non-State specific version (to be utilized for all states not listed above)


WNL Flex 5 and WNL Flex 7 MVA Annuity Applications
(premium bonus versions) :

Arizona only

Florida only

Virgina only

Non-State specific version (to be utilized for all states not listed above)


WNL Flex 5 and WNL Flex 7 Annuity Applications
(non-premium bonus versions) :

Arizona only

Florida only

New Jersey only

Oregon only

Texas only

Non-state specific version (to be utilized for all states not listed above)

WNL Security Builder 5 Annuity Applications
(non-premium bonus versions)  :

Arizona only

Connecticut only

Florida only

Illinois only

New Jersey only

Oregon only

Texas only

Non-state specific version (to be utilized for all states not listed above)

WNL Power Index Annuity Applications :

Connecticut only

Florida only

Massachusetts only

Maine only

Minnesota only

Non-state specific version (to be utilized for all states not listed above)

________________________________________


Western National Owner Acknowledgments

Financial Institutions
(premium bonus versions)

WNL Flex 5 Annuity Owner Acknowledgment [FI-CU]

Financial Institutions
(non-premium bonus versions)

WNL Security Builder 5 Annuity Owner Acknowledgment [FI-CU] 

WNL Flex 5 Annuity Owner Acknowledgment [FI-CU]

WNL Flex 7 Annuity Owner Acknowledgment [FI-CU]

WNL Flex 5 Annuity MVA Owner Acknowledgement [FI-CU]

WNL Flex 7 Annuity MVA Owner Acknowledgement [FI-CU]

WNL Power Index Annuity Owner Acknowledgment [FI-CU]

PPGA

WNL Flex 5 Annuity Owner Acknowledgment [PPGA]

WNL Flex 7 Annuity Owner Acknowledgment [PPGA]

________________________________________


Western National Forms

Annuity Claimant Statement Form

Annuity Withdrawal Request Form

Claim Distribution Request Form

Military Disclosure Form

Minimum Distribution Election Form

Request to Transfer Funds to WNL Form

Request for Partial Exchange

Secure Income Immediate Annuity

Service Request Form

Subsequent Premium Addition Form

Systematic Premium Preauthorization Debit Form

Systematic Withdrawal Request Form

Florida Only Forms

Annuity Suitability Questionnaire 

Disclosure and Comparison of Annuity Contracts 

FL Churning Form – Internal replacements only