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Carrier Resources

There's much to see here. You will find most carrier applications and forms on this page. These items are all carrier specific created items. To get GAF created materials, go to either GAF Resources or the GAF Marketing Suite.

AIG

Quality of Life Underwriting Playbook (pdf)

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Quick Quote Tips & Best Practices (pdf)

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Underwriting Playbook (pdf)

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American Amicable

Family Choice AppPack (pdf)

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Senior Choice Agent Guide (pdf)

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Senior Choice AppPack (pdf)

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American National

Annuity Rate Sheet (11.1.2025) (pdf)

Download

Athene

Annuity Rate Sheet (1.6.2026) (pdf)

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Athene Life Story (pdf)

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13980 - Withdrawal Form (pdf)

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Columbus Life

Life and Annuity Rate Sheet (5.1.2022) (pdf)

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Living Benefits Client Brochure (pdf)

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Living Benefits Client Brochure Spanish (pdf)

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TX Life Application (pdf)

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Underwriting Guide (pdf)

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Underwriting Overview (pdf)

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35.47 EFT Form (pdf)

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F&G

Underwriting Guidelines (pdf)

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5617 - PAC Authorization For (pdf)

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951e 1035-Transfer-Rollover Form (pdf)

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2.15.26 Annuity Interest Rates _ F&G (pdf)

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F&G Life Interest Rates 2.16.26 (pdf)

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Foresters

PlanRight Medical Guide (pdf)

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PlanRight Product Guide (pdf)

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Guarantee Trust Life

Adv Plus Elite Brochure (pdf)

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Adv Plus Elite Underwriting Guide & Rates (pdf)

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Lincoln

Annuity Rate Sheet (10.23.2023) (pdf)

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Spectra Quick Quote Tool (pdf)

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TermAccel Fact Guide (pdf)

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TermAccel Underwriting Guidelines (pdf)

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Underwriting Guidelines (pdf)

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Underwriting Guidelines (Financial) (pdf)

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CS06711 - EFT Form (pdf)

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Manhattan Life

Cancer Care Plus Agent Guide (PDF)

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Cancer Care Plus Brochure (PDF)

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CHS Agent Guide (PDF)

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CHS Brochure (pdf)

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DVH Agent Guide (PDF)

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DVH Brochure (pdf)

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DVH Select Agent Guide (PDF)

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DVH Select Brochure (pdf)

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Home Health Care Agent Guide (PDF)

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Home Health Care Brochure (pdf)

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Mutual of Omaha

E-App Quick Start Guide (pdf)

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E-ticket: What to Expect (pdf)

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Life Product Portfolio (pdf)

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Living Promise Product & Underwriting Guide (pdf)

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Underwriting Guide (pdf)

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National Life Group

Annuity Rate Sheet (11.29.2025) (pdf)

Download

Compliance Manual (pdf)

Download

Life Rate Sheet (1.14.21) (pdf)

Download

TX Life Application (pdf)

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Underwriting Guide (pdf)

Download

1531 - Beneficiary Change Form (pdf)

Download

1707 - EFT Form (pdf)

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5230 - Statement of Health Form (pdf)

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8027 - Replacement Form (pdf)

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9685 - Transfer/Exchange/Rollover/ Suitability Form (pdf)

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Oneamerica

Asset Care Ineligible Impairments (pdf)

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Asset Care Rate Sheet (pdf)

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Care Solutions Process Guide (pdf)

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Care Solutions Product Guide (pdf)

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Care Solutions Product Overview (pdf)

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Continuation of Benefits Deep Dive (pdf)

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Pre-Underwriting Inquiry (pdf)

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Transamerica

Final Expense Agent Guide (pdf)

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Final Expense Spec Sheet (pdf)

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PAY2023TM - EFT Form (pdf)

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Term Life Agent Guide (pdf)

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TransMatch Program (pdf)

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Underwriting Guide (Final Expense) (pdf)

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Underwriting Guide (Term & IUL) (pdf)

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Underwriting Guide (Whole Life) (pdf)

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Trinity

Golden Eagle Final Expense Application (pdf)

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Golden Eagle Final Expense Agent Guide (pdf)

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Paperless Phone Interview Worksheet (Agent Use Only) (pdf)

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United Home Life

Accidental Death Agent Guide (pdf)

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Product Portfolio Reference Guide (pdf)

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TX Accidental Death Application (pdf)

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TX Term Life Application (pdf)

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TX Whole Life Application (Guaranteed Issue) (pdf)

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TX Whole Life Application (Provider) (pdf)

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TX Whole Life Application (Simplified Issue) (pdf)

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Whole Life Agent Guide (pdf)

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200-804 EFT Form (pdf)

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Privacy Policy

All documents are intended only for the agents and agencies associated with Global America Financial. They may not be dispersed to anyone not affiliated with GAF or any of their subsequent agent s and agencies.

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