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

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Forms Checklist

WNL Forms Checklist
Help your clients achieve financial security.

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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

New Jersey only

Texas 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

Maine only

Massachusetts only 

Minnesota only

New Jersey only 

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

Secure Income Immediate Annuity

Non-State specific version (to be utilized for all states)

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Western National Owner Acknowledgments

Financial Institutions
(premium bonus versions)

WNL Flex 5 Annuity Owner Acknowledgment [FI-CU]

WNL Flex 7 Annuity Owner Acknowledgment [FI-CU]

WNL Power Index Annuity Owner Acknowledgment [FI-CU]

WNL Power Index Annuity Owner Acknowledgment [FI-CU] (Pennsylvania only)

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]


PPGA

WNL Flex 5 Annuity Owner Acknowledgment [PPGA]

WNL Flex 7 Annuity Owner Acknowledgment [PPGA]

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Western National Forms  

Annuity Withdrawal Request Form

Client Profile Form

Military Disclosure Form

Minimum Distribution Election Form

Request to Transfer Funds to WNL Form

Request for Partial Exchange

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

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