Financial Planning Group

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Midland National Life

• Beneficiary Change
• Collateral Assignment
• Client Service Request (Loan, Address Change, etc.)
• EFT Form (To set up or change bank information on policy)
• Partial Surrender-Loan Request
• Policy Change Request
• Variable Reallocation Request Form

Midland Annuity

• EFT Authorization
• Fixed Partial Surrender Form
• Variable Annuity Partial Surrender Form

AIG

• EFT Form (To setup or change bank draft)
• Change of Beneficiary Form

Americo

• EFT Form (To setup or change bank draft)
• Change of Beneficiary Form

Transamerica

• Beneficiary Change
• PAC Authorization