Text Size A A A
Have a question?

Forms & Applications Library

For access to a complete list of available forms, please click here to log into www.wnl.com/access. All forms posted on this web site are for use with fixed annuity products only.

Forms Checklist
First SunAmerica New Business Required Forms
First SunAmerica Regulation 60 Forms
First SunAmerica Service Forms

________________________________________


Forms Checklist

FSA Forms Checklist
Help your clients achieve financial security.

________________________________________


First SunAmerica New Business Required Forms

FSA Flex 5 and Flex 7 Annuity Application (Premium Bonus Version)

FSA Flex 5 and Flex 7 Annuity Application (Non-Premium Bonus Version)

FSA Flex 5 Plus Annuity Application

FSA Flex 5 Owner Acknowledgment with Premium Bonus

FSA Flex 7 Owner Acknowledgment with Premium Bonus

FSA Flex 5 Annuity Owner Acknowledgment

FSA Flex 7 Annuity Owner Acknowledgment

FSA Flex 5 Plus Annuity Owner Acknowledgement

FSA Security Builder 5 Fixed Deferred Annuity Application  

FSA Security Builder 5 Owner Acknowledgment   

Definition of Replacement

Sale to Military Personnel Disclosure Form

________________________________________


First SunAmerica Regulation 60 Forms

Regulation 60 Training Guide

Agent's Request for Disclosure Statement Information and Policyowner's Authorization

Disclosure Statement

Disclosure Statement (Annuity to Annuity Replacement Only)

Important Notice Regarding Replacement of Change of Life Insurance Policy or Annuity Contracts

Replacement Procedures

________________________________________


First SunAmerica Service Forms

Annuity Claimant Statement Form

Annuity Withdrawal Request

Claim Distribution Request Form

Minimum Distribution Election Form

Request for Partial Exchange 

Request to Transfer Funds Form

Service Request

Systematic Withdrawal Request

Systematic Premium Preauthorized Debit Form