Presidential Life General Agents - Company Forms

Access Brokerage Services	14 Roosevelt Avenue Port Jefferson Sta., NY 11776 (631) 473-7244
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Companies / Forms

Presidential Life [Return To Company List]

Name	Description	Category
Deferred Annuity Application	Annuity Application 1 of 3	New Business
Definition of Replacement	Annuity Application 2 of 3	New Business
Suitability Form	Annuity Application 3 of 3	New Business
Immediate Annuity Application	Immediate Annuity Application Also required Definition of Replacement form (above)	New Business
Notice To Replacing Co.	Replacement paperwork. Don't forget to also fill out the Definition of Replacement.	Replacement
Important Notice	Replacement paperwork	Replacement
Exchange Assets	Use for 1035 or a qualified account.	Replacement / Transfer
Life Disclosure	Use this form for a life replacement	Replacement
Annuity Disclosure	Use this form for an annuity to annuity replacement	Replacement
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Presidential Life Insurance General Agents

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