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

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Forms Checklist

FSA Forms Checklist
Help your clients achieve financial security.

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First SunAmerica New Business Required Forms

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

FSA Flex 5 Owner Acknowledgment with Premium Bonus

FSA Flex 7 Owner Acknowledgment with Premium Bonus

FSA Security Builder 5 Fixed Deferred Annuity Application  

FSA Security Builder 5 Owner Acknowledgment   

Definition of Replacement

Sale to Military Personnel Disclosure Form

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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

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First SunAmerica Service Forms

Annuity Withdrawal Request

Client Profile Form

Minimum Distribution Election Form

Request for Partial Exchange 

Request to Transfer Funds Form

Service Request

Systematic Withdrawal Request

Systematic Premium Preauthorized Debit Form