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Forms and Checklists

Idaho Filing Certification

Idaho Annuity Disclosure – Effective July 1, 2021, this form is no longer required. See Idaho Bulletin No. 21-05.

Disclosures and Advertisement Requirements

Bulletin No. 21-05

Suitability Forms from NAIC Model 275

Appendix A – Insurance Agent/Producer Disclosure for Annuities

Appendix B – Consumer Refusal to Provide Information

Appendix C – Consumer Decision to Purchase an Annuity NOT Based on a Recommendation

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