Forms and Checklists
Idaho Annuity Disclosure – Effective July 1, 2021, this form is no longer required. See Idaho Bulletin No. 21-05.
Disclosures and Advertisement Requirements
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
Have more questions?
Contact the Rates and Forms team