Click here for:
Printing Guidelines | Minimum Laptop Requirements

Files are organized into these sections:
Administrative Forms
Agent Training & Underwriting Materials
Agent Websites
Approval Charts
Company Specific Advertising
Individual Product Guide
Rate Cards
Recruiting
UAatWork
Discount Medical Programs

Something Missing?

Can't find a form you are looking for? A link not downloading the form you requested? Have your Branch Manager email branchservice@torchmarkcorp.com

Individual Product Guide > Annuities



• Flexible Premium Annuity (FPA802) (offered exclusively by UA Branch Agents)
• Product Description: Flexible premium tax deferred annuity for ages 0-90.
  Minimum deposit $2,000. Additional deposits allowed (minimum $50).
  Guaranteed Minimum interest rate 3%.
• Product Brochure A900 R08
• Administrative Guidelines (32 pages for agents use only) UA FP802-AG
• Automatic Payment Plan Authorization FP-1048
• Your Guide to United American IRA UA SA DF PCE91

• Enrollment Forms Select Your State Alabama Arizona Arkansas California Connecticut Delaware Florida Georgia Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Michigan Mississippi Missouri Montana Nebraska Nevada New Hampshire New Mexico North Carolina North Dakota Ohio Oklahoma Oregon Rhode Island South Carolina South Dakota Tennessee Texas Utah Virginia Washington West Virginia Wisconsin Wyoming

  Certificate of Receipt Select Your State Alabama Arizona Arkansas California Connecticut Delaware Florida Georgia Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Michigan Mississippi Missouri Montana Nebraska Nevada New Hampshire New Mexico North Carolina North Dakota Ohio Oklahoma Oregon Rhode Island South Carolina South Dakota Tennessee Texas Utah Virginia Washington West Virginia Wisconsin Wyoming

• Qualified Funds Worksheet UASA QFW
• 1035 Exchange Form UASA 1035
• Transfer of Account Proceeds UASA TQR
• Beneficiary Designation UASA BD
• Nursing Home Waiver Request UASAWR
• Flexible Premium Annuity Request Forms:
• Annuity Systematic Withdrawal Form UASA ASW
• Individual Retirement Annuity Minimum Distribution Withdrawal Request UASA AMD
• Annuity Withdrawal or Surrender Request (this form is not required for these services; a letter signed by the owner will also be accepted) UASA SR
• Annuity Request Form UASA PR
• Additional Premium Request UASA APR
• Authorization Agreement For Direct Deposit UASA DD
  

• Reserve Fund Annuity
• Product Description: A flexible premium deferred annuity, to assist policyholders with accumulating funds needed to meet their health insurance calendar year deductible or co‑payment amount by authorizing United American to draft the deductible or co‑payment amount from the annuity. A good option for new ProCare Plan K, L or HDF policyholders. No-load annuity - (Less State Annuity Premium Tax in: CA, ME, NV, SD, WV & WY). No fees or penalty charges for withdrawal of funds. Interest rate is guaranteed to never be less than 3%. This is a non-qualified annuity. Issue ages 65-90 (65-86 in OK).
• Check UA Compliance Sheet for your state for availability.
  
  
• Reserve Fund Annuity Brochure F4546R08
• Reserve Fund Annuity Transaction Form USFMS-TF
• Reserve Fund Annuity FAQ RFA FAQ
• Lifestyle Annuity
• Product Description: Single premium tax-deferred investment issue ages 0-80.* Customers choose purchase amount from $5,000 up to $100,000 with an annual interest rate guaranteed never to fall below 3%. The Lifestyle Annuity provides attractive payout options including: Fixed amount (specific monthly payments), Fixed Period (monthly payments for a specific period) or Life Income.
• Check UA Compliance Sheet for your state for availability.

*Plan features and issue ages may vary by state.


NOTE: You MUST have a Free copy of Adobe Reader version 5.0 or higher installed on your computer in order to view & print these files correctly. Click here to download a free copy.