Welcome to the New Business page for North American! Here you can download paperwork for your upcoming annuity sales with North American. We have included everything you will need to write a policy, including product state specific Application Kits, Consumer Brochures and Highlight Sheets. If the information you are looking for is not on this page, please contact us and we will get it to you ASAP!
IMPORTANT: In order to expedite your annuity application with any company, be sure to have all of the necessary paperwork required and completed before sending to the home office. This will ensure that your business is processed as quickly as possible. Usually, most companies require a maximum of 5 forms:
Annuity Application
Specific Product Disclosure
Transfer Request or 1035 Exchange Form (if transferring funds)
Specific State Replacement Form (if transferring funds)
Suitability / Privacy Notice
If there is anything we can do or if you have any additional questions, please contact us at 800-403-0043. Thank You!
