North American Annuity DOL New Business Forms for 6-9-17

by admin sunderland | Jun 07, 2017

New Business Forms Changes
Effective June 9, 2017

As part of our process to comply with the Department of Labor (DOL) Fiduciary Rule's June 9, 2017 applicability date, updated suitability forms will be required.

NEW - The forms below will be required if application signed (not received) on June 9, 2017 or after.

If North American is performing suitability, the updated forms below will be required for all applications (includes an acknowledgment in reference to the DOL Conflict of Interest Rule).

Deferred Suitability Form (26003Z) or
Immediate Suitability Form (26004Z)

IN ADDITION: You can preview new suitability comparison forms on our DOL Resource page. These new forms serve as a resource now and will be required on 8-1-17.