Life, Accident, and Health Annuity Checklists
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| TDI form number | Description | Format | Language |
|---|---|---|---|
| LAC001 |
Group Annuities Checklist |
English | |
| LAC002 |
Individual Deferred Annuities Checklist |
English | |
| LAC003 |
Single Premium Immediate Annuities Checklist |
English | |
| LAC004 |
Variable Annuities Checklist |
English | |
| LAC013 |
Annuity and Life Applications Checklist |
English | |
| LAC017 |
Guaranteed Living Benefits Checklist |
English | |
| LAC021 |
Market Value Adjustments Checklist |
English | |
| LAC028 |
Replacement of Life Insurance or Annuities |
English | |
| LAC029 |
Notice Regarding Replacement - Replacing Your Life Insurance Policy or Annuity |
English | |
| LAH322 |
Actuarial Certification of Compliance for Indexed-Linked Annuities with an Additional Basis Point Reduction |
English |
For more information, contact: LifeHealth@tdi.texas.gov