AG Quote Software Forms

You have reached the AG Quote Software Forms page. From here you can download common forms for use with the quote software and other processes. The links below utilize Adobe Acrobat PDF files. You will need the free Adobe Acrobat Reader to properly access these files.

AGL Forms

AGL Application

AGL UQA

AGL Attorney Fees - W4/W9

AGL UQAR

AGL Attorney Fees - Hold Harmless

AGL UQARP

AGL Reinsurance with Release

AGL W9 Signed

AGL Reinsurance without Release

AGL UQAR w/ Attorney Fees

AGL UQAR Mult. Assignors

AGL UQAR Mult. Assignors w/ Attorney Fees

USL Forms

USL Application

USL UQAR

USL Attorney Fees - W4/W9

USL UQARP

USL Attorney Fees - Hold Harmless

USL W9 Signed

USL UQA

USL UQAR w/ Attorney Fees

USL UQA w/ Attorney Fees

NQA Forms

NQA AGL Application

NQAR AGL Annuity

NQA AGL Application Puerto Rico Only

NQAR USL Annuity

NQA USL Application (NY Resident)

NQAR AGL Funding Agreement

NQA USL Application (Non-NY Resident)

NQAR USL Funding Agreement

NQA USL Assigned Funding Agreement Application

NQAR AGL PR

NQA Assigned Funding Agreement Application

AGLAC W9 Signed

Other Common Forms

AGASC W9 Signed

Lock-In Form

Beneficiary

Name Change

Change of Address

NY Reg 60

Direct Deposit Request

Settlement Agreement Sample

For Financial Professional Use Only - Not For Public Distribution

This material is general in nature, was developed for educational use only, and is not intended to provide financial, legal, fiduciary, accounting or tax advice, nor is it intended to make any recommendations. Applicable laws and regulations are complex and subject to change. For legal, accounting or tax advice consult the appropriate professional.