AttachmentType

Description
Attachment Type

Type : OLI_LU_ATTACHMENTTYPE
DescriptionNameValue
1035 Cost BasisOLI_ATTACH_COSTBASIS152
1035 Exchange MemorandumsOLI_ATTACH_1035EXCHMEMO153
1035 Letter/CheckOLI_ATTACH_1035LETTERCHK156
1035 Loan TransferOLI_ATTACH_1035RESQ154
1035 Minimum Deposit ResQ WorksheetOLI_ATTACH_1035LOANTRAN155
1035 PaperworkOLI_ATTACH_1035PAPERWK151
1035 SurrenderOLI_ATTACH_DISB1035SURR211
1035 Tax AdvantageOLI_ATTACH_1035TAXADV157
1099ROLI_ATTACH_TAX1099R158
5498OLI_ATTACH_TAX5498159
Account Opening FormOLI_ATTACH_ACCTOPEN2550010
Acknowledgement of Arbitration AgreementOLI_ATTACH_ACK_ARB_AGRMNT508
ACORD 660 - Ins Agent Disclosure For AnnuitiesOLI_ATTACH_ACORD660545
ACORD 701 - Life Application Part 1 FormOLI_ATTACH_ACORD70154
ACORD 702 - Life Application Part 2 FormOLI_ATTACH_ACORD70255
ACORD 703 - Medical Examiner's Report FormOLI_ATTACH_ACORD70356
ACORD 731 - Additional Unions ScheduleOLI_ATTACH_ACORD731492
ACORD 732 - Additional Locations ScheduleOLI_ATTACH_ACORD732493
ACORD 733 - Covered Affiliates ScheduleOLI_ATTACH_ACORD733494
ACORD 751 - Authorization to Obtain and Disclose Information FormOLI_ATTACH_ACORD75157
ACORD 752 - Certificate of Non-Illustration FormOLI_ATTACH_ACORD75258
ACORD 753 - Pre-Notice FormOLI_ATTACH_ACORD75359
ACORD 754 - Additional Other Proposed Insured FormOLI_ATTACH_ACORD75460
ACORD 755 - Additional Owners FormOLI_ATTACH_ACORD75561
ACORD 756 - Additional Beneficiaries FormOLI_ATTACH_ACORD75662
ACORD 757 - HIV Antibody / Antigen Consent and Testing FormOLI_ATTACH_ACORD75763
ACORD 758 - Producer Appointment Sheet FormOLI_ATTACH_ACORD75864
ACORD 759 - Important Notice Regarding Replacement FormOLI_ATTACH_ACORD75965
ACORD 761 - Policy Effective Date Supplement - Date of Policy Application FormOLI_ATTACH_ACORD76166
ACORD 762 - Policy Effective Date Supplement - Date of Policy Delivery FormOLI_ATTACH_ACORD76267
ACORD 763 - Policy Effective Date Supplement - Date Policy Issued FormOLI_ATTACH_ACORD76368
ACORD 764 - Fair Credit Reporting Act Disclosure FormOLI_ATTACH_ACORD76469
ACORD 765 - Agent's Report FormOLI_ATTACH_ACORD76570
ACORD 766 - Product Comparison FormOLI_ATTACH_ACORD76671
ACORD 767 - Temporary Insurance Agreement FormOLI_ATTACH_ACORD76772
ACORD 785 - Request for ProposalOLI_ATTACH_ACORD785495
ACORD 786 - Request For Proposal Life SupplementOLI_ATTACH_ACORD786496
ACORD 787 - Request For Proposal Short Term Disability SupplementOLI_ATTACH_ACORD787497
ACORD 788 - Request For Proposal Long Term Disability SupplementOLI_ATTACH_ACORD788498
ACORD 789 - Age Banded Rate Supplement OLI_ATTACH_ACORD789499
ACORD 790 - Reducing Benefit Duration ScheduleOLI_ATTACH_ACORD790500
ACORD 791 - Administrative Services & Fee Schedule - LTDOLI_ATTACH_ACORD791501
ACORD 792 - Administrative Services & Fee Schedule - STDOLI_ATTACH_ACORD792502
ACORD 821 - Producer Information FormOLI_ATTACH_ACORD821525
ACORD 951 - 1035 Exchange / Rollover / Transfer FormOLI_ATTACH_ACORD95173
ACORD 951E - 1035 Exch / Rollover / Transfer eFormOLI_ATTACH_ACORD951E547
ACORD 960 ID - Idaho Annuity DisclosureOLI_ATTACH_ACORD960546
ACORD - Census SupplementOLI_ATTACH_CENSUS273
Advisory Fee AdjustmentOLI_ATTACH_ADVFEEADJ548
Agency/Agent Contract MaintenanceOLI_ATTACH_AGCONTMAINT236
Agency/Agent TerminationOLI_ATTACH_AGTERM237
AgencyAgent License MaintenanceOLI_ATTACH_AGLICMAINT238
Agent Reimbursement for APSOLI_ATTACH_APSAGTREIM166
Alcohol Abuse Questionnaire/SupplementOLI_ATTACH_QALCOHOL135
AmendmentOLI_ATTACH_AMEND130
Annuitization Authorization FormOLI_ATTACH_ANNUITIZE2550290
Annuity Application - IRI CompliantOLI_ATTACH_ANNUITY_APPNAVACOMP2550190
Annuity Application - Non IRI CompliantOLI_ATTACH_ANNUITY_APP_NONNAVACOMP2550200
Annuity Policy ContractOLI_ATTACH_ANNUITYCONTRACT2550400
Applicant Chest Pain Questionnaire/SupplementOLI_ATTACH_QCHESTPAIN132
Applicant Diabetic Questionnaire/SupplementOLI_ATTACH_QDIABETIC134
Application - Alternate Life Insurance PlanOLI_ATTACH_ALTLIFEAPP334
Application - Credit / LoanOLI_ATTACH_CREDITAPP335
Application - GroupOLI_ATTACH_GROUPAPP336
Application - Health CoverageOLI_ATTACH_HEALTHAPP337
Application - Nominee AccountOLI_ATTACH_NAAPP338
Application Overflow FormOLI_ATTACH_APP_OVERFLOW509
Application - Payout AnnuityOLI_ATTACH_PAYANNUAPP339
Application - Policy ChangeOLI_ATTACH_POLCHGAPP340
Applications/Enrollment Form - EmployeesOLI_ATTACH_APPENROLL320
Applications/Enrollment Form - EmployerOLI_ATTACH_APPENROLLEMPL491
Application - Signature PageOLI_ATTACH_SIGNATUREAPP341
Application - Social Insurance Number (SIN)OLI_ATTACH_SINAPP342
Appointment - Authorization to DiscloseOLI_ATTACH_APPTDISCLOSE215
Appointment - Broker AuthorizationOLI_ATTACH_APPTBROKER214
Appointment Copy in non pre-appointment statesOLI_ATTACH_APPTLICENSE213
Appointment Documents for pre-appointment statesOLI_ATTACH_APPTPREAPPT218
Appointment E & OOLI_ATTACH_APPTEO219
Appointment - General CorrespondenceOLI_ATTACH_APPTGENCORR217
Appointment - Producer Information FormOLI_ATTACH_APPTPRODUCER216
Arkansas Rule 82 CertificateOLI_ATTACH_AKRULE82CERT2550510
Articles of IncorporationOLI_ATTACH_ARTOFINCORP537
As Originally Sold IllustrationOLI_ATTACH_ASORIGSOLDILLUS7
Asset Rebalancing FormOLI_ATTACH_ASSETREBAL2550310
Assignment - absoluteOLI_ATTACH_ASSIGNABS226
Assignment - CollateralOLI_ATTACH_ASSIGNCOLL228
Assignment of CommissionsOLI_ATTACH_COMMASSIGN229
Assignment - ReleaseOLI_ATTACH_ASSIGNREL227
AssumptionsOLI_ATTACH_ASSUMPTIONS265
Attending Physician StatementOLI_ATTACH_APSMD163
AuthorizationOLI_ATTACH_AUTH239
Authorization - Credit CardOLI_ATTACH_CREDCARDAUTH343
Authorization for Non-Resident Tax ExemptionOLI_ATTACH_NRTAXA346
Authorization - Motor Vehicle ReportOLI_ATTACH_MOTORVEHREP344
Authorization - Obtain / Release InformationOLI_ATTACH_RELINFO345
Autopsy ReportOLI_ATTACH_AUTOPSY243
Aviation Questionnaire/SupplementOLI_ATTACH_QAVIATION136
Backdate NoticeOLI_ATTACH_BACKDATE127
Bank CorrespondenceOLI_ATTACH_MONEYBANK184
Benchmarking/Survey ResultsOLI_ATTACH_BENCHMARK266
Beneficiary InformationOLI_ATTACH_BENEFICIARYINFO543
Benefit SummaryOLI_ATTACH_BENESUMM267
Billing StatementOLI_ATTACH_CARRIERINV272
Blood & Urine Test Results, ElectronicOLI_ATTACH_LABSBLDURINE168
Blood Pressure RecheckOLI_ATTACH_APSBLDPRESS165
Blood Test Results - PaperOLI_ATTACH_LABSBLD169
Broker AuthorizationOLI_ATTACH_LICBRKERAUTH221
Broker Dealer of Record Change FormOLI_ATTACH_BDOFRECCHGFORM550
Broker of Record LetterOLI_ATTACH_BROKER268
Budget InformationOLI_ATTACH_BUDGET269
Business Insurance Questionnaire/SupplementOLI_ATTACH_QBUSINS140
Buyers Guide (Non-NAIC)OLI_ATTACH_BUYERS_GUIDE2550450
California Pre-Sale NoticeOLI_ATTACH_CAPRESALE2550185
CancellationOLI_ATTACH_DISBCANCEL210
Carrier Contact InformationOLI_ATTACH_CARRIERCONT270
Carrier FormOLI_ATTACH_CARRIERFORM271
Carrier Specific ApplicationOLI_ATTACH_CARRIERAPP253
Carrier Specific Express ApplicationOLI_ATTACH_EXPAPP523
Cash on Delivery CheckOLI_ATTACH_MONEYCOD181
Cash with AppOLI_ATTACH_MONEYCWA180
Census - AncillaryOLI_ATTACH_CENSUSANC274
Census - MedicalOLI_ATTACH_CENSUSMED275
Claim - Additional ClaimantsOLI_ATTACH_ADDCLS347
Claim - Claimant StatementOLI_ATTACH_CLAIMSTAT348
Claim - Critical IllnessOLI_ATTACH_CRITICALILLNESS349
Claim - Declaration / Proof of DeathOLI_ATTACH_DEATHDEC350
Claim - Drug Employee ReimbursementOLI_ATTACH_DRUGEMPLCL351
Claim Financial InvestigationOLI_ATTACH_FINANCIALINVESTIG242
Claim - ForeignOLI_ATTACH_FORIEGNCL352
Claim - Healthcare ExpensesOLI_ATTACH_HEALTHCARE353
Claim - RequirementsOLI_ATTACH_REQUIREMENTS354
Claims - AllOLI_ATTACH_CLAIMS276
Claims - Large / ShockOLI_ATTACH_CLAIMSLRGSHCK488
Claims - WaiverOLI_ATTACH_CLAIMSWVR489
Client Identification - Age of MajorityOLI_ATTACH_AGEOFMAJORITYID516
Client Identification - Birth CertificateOLI_ATTACH_BIRTHCERT355
Client Identification - CitizenshipOLI_ATTACH_CITIZENSHIPID521
Client Identification - Driver's LicenseOLI_ATTACH_DRIVERSLIC356
Client Identification - Member of Armed ForcesOLI_ATTACH_ARMEDFORCESID520
Client Identification - PassportOLI_ATTACH_PASSPORT357
Client Identification - Work PermitOLI_ATTACH_WORKPERMIT358
Comment/RemarkOLI_ATTACH_COMMENT2
Commission, Single Case AgreementOLI_ATTACH_COMMSCA234
Commission Agreement - ACORD 785OLI_ATTACH_COMMAGREE277
Commission Agreement - NAILBAOLI_ATTACH_COMMAGREEMNT232
Commission ScheduleOLI_ATTACH_COMMSCHED233
Commission SplitOLI_ATTACH_COMMSPLIT231
Commission StatementOLI_ATTACH_COMMSTATEMNT235
Compensation DisclosureOLI_ATTACH_COMDISCLOSURE2550120
Completed Census DataOLI_ATTACH_CENSUSDATA279
Completed Proposal FormOLI_ATTACH_PROPOSAL280
ComplianceOLI_ATTACH_COMPLIANCE278
Conditional ReceiptOLI_ATTACH_CONDRCPT98
ConditionsOLI_ATTACH_CONDITIONS322
Confirmation of AgreementsOLI_ATTACH_CONFAGREE281
Confirmation StatementOLI_ATTACH_CONFSTATE282
Conflicts of Interest DisclosureOLI_ATTACH_CONFLICTS2550130
Consulting AgreementOLI_ATTACH_CONSULAGREE283
Contract - additional info unknownOLI_ATTACH_CONTRACT284
Contracting - ApplicationOLI_ATTACH_CONTRAPP359
Contracting - BonusOLI_ATTACH_BONUS360
Contracting - Broker is a Business EntityOLI_ATTACH_CORPENTITY361
Contracting - Cancellation / TerminationOLI_ATTACH_TERMINATION362
Contracting - Code of ConductOLI_ATTACH_CODEOFCOND363
Contracting - E&O CertificateOLI_ATTACH_EOCERT364
Contributions/PricingOLI_ATTACH_CONTRIBUT285
Coronary Artery Disease Questionnaire/SupplementOLI_ATTACH_QCORONARY131
CorrespondenceOLI_ATTACH_CORRESP286
Correspondence from AgentOLI_ATTACH_CORRFRMAGT111
Correspondence from General AgencyOLI_ATTACH_CORRFRMGA110
Correspondence from Proposed InsuredOLI_ATTACH_CORRFRMPI115
Correspondence from ProviderOLI_ATTACH_CORRFRMPROV114
Correspondence to AgentOLI_ATTACH_CORRTOAGT113
Correspondence to General AgencyOLI_ATTACH_CORRTOGA112
CredentialOLI_ATTACH_CREDENTIAL2550005
Credit Enhancement Disclosure FormOLI_ATTACH_CREDITENH2550233
Customer Confirmation FormOLI_ATTACH_CUSTOMERCONFIRM2550380
Customer Information SupplementOLI_ATTACH_CUSTSUPPLEMENT542
Customer ProfileOLI_ATTACH_CUSTPROFILE2550015
Death CertificateOLI_ATTACH_DEATHCERTIFICATE527
Death ClaimOLI_ATTACH_DISBDEATHCLAIM209
Delivery CoversheetOLI_ATTACH_DELVRYCOVER125
Disbursement FormsOLI_ATTACH_DISBDISB205
Disbursement - LoanOLI_ATTACH_DISBLOAN207
Disbursement - PUA SurrenderOLI_ATTACH_DISBPUASURR206
Disbursement - SurrenderOLI_ATTACH_DISBSURR203
Disbursement - WithdrawalOLI_ATTACH_DISBWITHDRAW204
DisclosureOLI_ATTACH_DISCLOSURE108
Disclosure Statement for Accelerated BenefitsOLI_ATTACH_DISCACCBENE507
Disruption Report for Current CarrierOLI_ATTACH_DISRUPTRP287
Dividend FormsOLI_ATTACH_DISBDIV208
DocumentOLI_ATTACH_DOC1
Dollar Cost Averaging (DCA) FormOLI_ATTACH_DCAREQ2550320
Driving ReportOLI_ATTACH_DRIVERPT176
Drug Use Questionnaire/SupplementOLI_ATTACH_QDRUGUSE144
Due DiligenceOLI_ATTACH_DUEDIL288
Early Withdrawals on Annuity Proceeds DisclosureOLI_ATTACH_EARLYWITH2550216
Education Savings - Grant (CESG)OLI_ATTACH_CESG365
Education Savings - Investment ApplicationOLI_ATTACH_INVESTMENTAPP366
Education Savings - TaxOLI_ATTACH_TAXEDUSAV367
EKG HolterOLI_ATTACH_EKGHOLTER173
EKG InterpretationOLI_ATTACH_EKGINTERP172
EKG TracingOLI_ATTACH_EKGTRACE171
Electronic Consent Form - CarrierOLI_ATTACH_CARRCONSENT2550020
Electronic Consent Form - DistributorOLI_ATTACH_DISTCONSENT2550030
Electronic Consent Form - JointOLI_ATTACH_JNTCONSENT2550035
Electronic Funds Transfer (EFT) FormOLI_ATTACH_EFTFORM123
Electronic Health RecordOLI_ATTACH_EHR533
Electronic Inspection ReportOLI_ATTACH_ELECINSPECTIONRPT549
Electronic Signature SummaryOLI_ATTACH_ELECSIGSUMMARY506
EligibilityOLI_ATTACH_ELIGIBL289
E-MailOLI_ATTACH_EMAIL4
Employee and/or Employer ContributionsOLI_ATTACH_EMPLCONTRIB490
Employee Communication MaterialsOLI_ATTACH_EMPLOCOM290
Employer-owned Life Ins Notice and Consent FormOLI_ATTACH_NOTICECONSENT505
Examiner NoteOLI_ATTACH_EXAMINERNOTE325
Exception NoteOLI_ATTACH_EXCEPTIONNOTE15
Exchange/Rollover Transfer FormOLI_ATTACH_EXCHANGE2550360
Executive ReportOLI_ATTACH_EXECRP291
Experience/Plan UtilizationOLI_ATTACH_EXPPLAN293
Experience InformationOLI_ATTACH_EXPINFO292
Face to Face AssessmentOLI_ATTACH_FACETOFACE328
FASB StudyOLI_ATTACH_FASB294
FATCA Entity Classification DeclarationOLI_ATTACH_FATCATAXCLASSENT529
FATCA Self-CertificationOLI_ATTACH_FATCATAXCLASSIND530
Financial - Bank EstateOLI_ATTACH_BANKESTATE368
Financial - Business CoverageOLI_ATTACH_BUSCOV369
Financial - Business EntityOLI_ATTACH_BUSINESSENTITY370
Financial - Buy/Sell Agreement Request/RequirementOLI_ATTACH_BSR371
Financial - Confidential Business QuestionnaireOLI_ATTACH_CONFIDENTIALQ372
Financial - Divorce / Separation AgreementOLI_ATTACH_DIVORCEAGR373
Financial - Estate PlanningOLI_ATTACH_ESTATEPLANF374
Financial - Gifted PropertyOLI_ATTACH_GIFTEDPROP375
Financial - HardshipOLI_ATTACH_HARDSHIP376
Financial - Personal StatementOLI_ATTACH_PERSONALSTAT377
Financial - Proposed InsuredOLI_ATTACH_PROPOSEDINS378
Financial QuestionnaireOLI_ATTACH_QFINANCIAL146
Financial Report - BusinessOLI_ATTACH_FINRPTBUS150
Financial Report - PersonalOLI_ATTACH_FINRPTPERS149
Financial - Trust for a MinorOLI_ATTACH_TRUSTMINOR379
Financial - WillOLI_ATTACH_WILL380
Fixed Annuity ProfileOLI_ATTACH_FAP2550070
FootnoteOLI_ATTACH_FOOTNOTE78
Foreign Resident/Travel Questionnaire/SupplementOLI_ATTACH_QFORTRAV141
FormOLI_ATTACH_FORM5
Form 5500OLI_ATTACH_F5500295
FormulaOLI_ATTACH_FORMULA534
Full Liquidation FormOLI_ATTACH_FULLLIQUIDATION513
Fund ProspectusOLI_ATTACH_FUNDPROSP2550050
General descriptionOLI_ATTACH_GENDESC264
General NoteOLI_ATTACH_GENERALNOTE14
General VA Disclosure (Rule 2821)OLI_ATTACH_VADISCLOSURE2550110
Government AllotmentOLI_ATTACH_GOVTALLOT124
Group - Employee Data ListingOLI_ATTACH_EMPDATLIST381
Group - Forfeiture of BenefitsOLI_ATTACH_FORFEITURE382
Guaranteed Insurability Election Admin RulesOLI_ATTACH_ELETIONADRULES383
Guaranty Association NoticesOLI_ATTACH_GUARANTYNOTICE2550420
Health StatementOLI_ATTACH_HLTHSTMNT129
HIPAA AuthorizationOLI_ATTACH_HIPAAAUTH487
Home Office SpecimenOLI_ATTACH_HOS329
IAI dataOLI_ATTACH_IAIDATA21
Implementation TimelineOLI_ATTACH_IMPLEM296
Income StatementOLI_ATTACH_INCSTMNT148
Independent Medical Examiner ReportOLI_ATTACH_INDEPDENTMEDEXAMNER241
Indexed Annuity profileOLI_ATTACH_IAP2550080
In-Force Address ChangeOLI_ATTACH_POSADDRCHNG201
In-Force AmendmentOLI_ATTACH_POSAMEND198
In-Force Audit RequestOLI_ATTACH_POSAUDREQ192
In-Force Beneficiary ChangeOLI_ATTACH_POSBENECHNG189
In-Force Complex TransactionOLI_ATTACH_POSCOMLPEXTRAN193
In-Force ConversionOLI_ATTACH_POSCONVERT196
In-Force Duplicate Policy RequestOLI_ATTACH_POSDUPPOL194
In-Force Face Amount ChangeOLI_ATTACH_POSFACECHNG197
In-Force Name ChangeOLI_ATTACH_POSNAMECHNG190
In-Force Non-Financial ChangeOLI_ATTACH_POSNONFINCHNG186
In-Force Non-Financial TransactionOLI_ATTACH_POSNONFIN185
In-Force Owner ChangeOLI_ATTACH_POSOWNCHNG188
In-Force Premium ChangeOLI_ATTACH_POSPREMCHNG191
In-Force Rate ReductionOLI_ATTACH_POSRATERED199
In-Force Reinstatement RequestOLI_ATTACH_POSREINSTATE202
In-Force ReissueOLI_ATTACH_POSREISS195
In-Force Rider ChangeOLI_ATTACH_POSRIDERCHNG200
In-Force Servicing Agent ChangeOLI_ATTACH_POSSERVAGTCHNG187
Information - Product PageOLI_ATTACH_PRODUCTOPAGE384
InspectionOLI_ATTACH_INSPECTION24
Inspection ReasonOLI_ATTACH_INSPREASON260
Inspection Report - Business BeneficiaryOLI_ATTACH_INSPBUSBENE179
Inspection Report - CreditOLI_ATTACH_INSPCREDIT178
Inspection Report - PersonalOLI_ATTACH_INSPPERS177
Instruction in Event of Deviation from RFPOLI_ATTACH_DEVIATERFP321
Instructions/RemindersOLI_ATTACH_INSTREMIND250
Instructions - Settlement OptionsOLI_ATTACH_ISSINSTSETTL331
Instructions - Term ConversionOLI_ATTACH_ISSINSTTERMCV332
Instructions - UnderwritingOLI_ATTACH_ISSINSTUND330
Insurance Verification LetterOLI_ATTACH_INSVER333
Interest Rate Lock Notice and DisclosureOLI_ATTACH_RATELOCK2550184
Interest Rate Notice and DisclosureOLI_ATTACH_RATEDISC2550182
Interest Sweep FormOLI_ATTACH_INTSWEEP2550300
Interim Conditional ReceiptOLI_ATTACH_CONDRECPTINT99
Internal CommunicationOLI_ATTACH_INTERNAL249
Investigator ReportOLI_ATTACH_INVESTIGATOR240
Issue LogOLI_ATTACH_ISSUELOG297
Itemized BillOLI_ATTACH_ITEMBILL248
Jumbo Case Review FormOLI_ATTACH_JUMBOREVIEW2550240
Lab dataOLI_ATTACH_LABREPORT23
Lab Slip DocumentOLI_ATTACH_LABSLIPDOC515
LegalOLI_ATTACH_LEGAL385
LetterOLI_ATTACH_LETTER3
Letter - ApologyOLI_ATTACH_APOLOGY386
Letter - CommitmentOLI_ATTACH_LETOFCOMMIT387
Letter - DecisionOLI_ATTACH_DECISION388
Letter of Authorization to QuoteOLI_ATTACH_LTRAUTH298
Letter - Receipt for Premiums CollectedOLI_ATTACH_RECEIPT389
Letter - To PhysicianOLI_ATTACH_PHYSICIANLET390
License Copy in non pre-appointment statesOLI_ATTACH_LICLICENSE220
Licensing Authorization to DiscloseOLI_ATTACH_LICPRODUCER223
Licensing Broker AuthorizationOLI_ATTACH_LICDISCAUTH222
Licensing - Documents for pre-appointment statesOLI_ATTACH_LICPREAPPT225
Licensing - General CorrespondenceOLI_ATTACH_LICGENCORR224
Life Policy ContractOLI_ATTACH_LIFECONTRACT538
Lifestyle Questionnaire/SupplementOLI_ATTACH_QLIFESTYLE145
Limited Insurance AgreementOLI_ATTACH_LIA100
Lost Policy AffidavitOLI_ATTACH_LOSTPOL256
Mail LogOLI_ATTACH_MAILLOG391
Marketing - Fund Code ChartOLI_ATTACH_FUNDCODE392
Marketing MaterialsOLI_ATTACH_MARKMAT299
Marketing ObjectiveOLI_ATTACH_MKTGOBJECTIVE263
Marketing - Quotation RequestOLI_ATTACH_QUOTEREQ393
Marketing Strategy LetterOLI_ATTACH_MARKSTRAT300
Marketing - Underwriting Requirements ChartOLI_ATTACH_UNDERWRITREQ394
Market Value Adjustment DisclosureOLI_ATTACH_MVADISC535
Medical exam performed by personal physicianOLI_ATTACH_MEDICALEXAM528
Meeting/Call NotesOLI_ATTACH_CALLNOTES301
MIB NoticeOLI_ATTACH_MIBNOTICE541
MIB Search data returned in the MIB Service Request formatOLI_ATTACH_MIB_SERVRESP19
MIB Update DataOLI_ATTACH_MIB402244
Mini Mental State Exam FormOLI_ATTACH_MMNTALSTEX254
Motor vehicle report informationOLI_ATTACH_MVR20
Mountain/Rock/Ice Climbing Questionnaire/SupplementOLI_ATTACH_QCLIMB142
NAIC Buyers Guide - EIAOLI_ATTACH_NAICBUYGUIDEEIA2550170
NAIC Buyers Guide - FixedOLI_ATTACH_NAICBUYGUIDEFIXED2550150
NAIC Buyers Guide - VariableOLI_ATTACH_NAICBUYGUIDEVAR2550160
NAIC Disclosure - Fixed and EIAOLI_ATTACH_NAICDISCFIXEIA2550180
NAIC Model Reg Replacement FormOLI_ATTACH_NAICMODELREGDISC2550330
Needs Analysis / Screening - Critical IllnessOLI_ATTACH_CRITICALSCREEN395
Needs Analysis / Screening - DisabilityOLI_ATTACH_DISABSCREEN396
Needs Analysis / Screening - InsuranceOLI_ATTACH_INSSCREEN397
Needs Analysis / Screening - InvestmentOLI_ATTACH_INVESTSCREEN398
Needs Assessment Summary LetterOLI_ATTACH_REASONWHY536
New York Reg 60 Form Appendix 10AOLI_ATTACH_APPEN10A257
New York Reg 60 Form Appendix 10BOLI_ATTACH_APPEN10B258
New York Reg 60 Form Appendix 10COLI_ATTACH_APPEN10C259
New York Regulation 60 Disclosure FormOLI_ATTACH_REG602550350
Non-Inspection ReasonOLI_ATTACH_NONINSPREASON261
Non-Medical DeclarationOLI_ATTACH_NONMEDDEC102
Non-Medical ExamOLI_ATTACH_NONMED101
Non-NAIC Model Replacement FormOLI_ATTACH_NONNAICREPLACEMENT2550340
Non- NAIC SPDA Disclosure FormOLI_ATTACH_NONNAICSPDA2550175
Note from BuyerOLI_ATTACH_BUYERNOTE486
Note from SellerOLI_ATTACH_SELLERNOTE485
Notice Concerning Policyholder RightsOLI_ATTACH_NOTICE_POLHLDR_RIGHTS510
Not Taken OptionOLI_ATTACH_DISBNTO212
ObituaryOLI_ATTACH_OBITUARY532
Occupation Specialty ScheduleOLI_ATTACH_OCCUSPSCHED503
One Time Withdrawal FormOLI_ATTACH_ONETIMEWITHDRAWAL512
Open EnrollmentOLI_ATTACH_OPENENROLL302
Original ApplicationOLI_ATTACH_ORIGINALAPP10
OtherOLI_OTHER2147483647
Other Exam FormOLI_ATTACH_EXAMFORM106
Ownership Disclosure - Non-Natural or Corp OwnedOLI_ATTACH_OWNDISCNNCO2550212
Ownership Disclosure - Notice for Active Duty USAFOLI_ATTACH_OWNDISCMIL2550214
Paramed ExamOLI_ATTACH_PARAMED103
Partial Withdrawal FormOLI_ATTACH_PARTIALWITHDRAWAL514
Payment - Acceptable forms of Payment NoticeOLI_ATTACH_PAYFORM2550234
Payment Authorization FormOLI_ATTACH_PAYMENTAUTHFORM540
Payment - Pre-Authorized Investment Form (PAC)OLI_ATTACH_PAYPAC2550232
Performance GuaranteeOLI_ATTACH_PERFGUARAN504
Personal History InterviewOLI_ATTACH_PERSHISTINTERVIEW327
Plan HistoryOLI_ATTACH_PLANHIST303
Policy Delivery - Evaluation GuideOLI_ATTACH_EVALGUIDE399
Policy Delivery ReceiptOLI_ATTACH_POLDELVRCPT126
Policy SummaryOLI_ATTACH_POLSUMMARY81
Politically Exposed Person FormOLI_ATTACH_PEFPFORM519
Power Of Attorney AffidavitOLI_ATTACH_POA2550270
Pre-Authorized Check (PAC) AuthorizationOLI_ATTACH_PACAUTH120
Pre-Authorized Check (PAC) Authorization/Voided CheckOLI_ATTACH_PACAUTHVOID121
Pre-Authorized Check (PAC) CorrespondenceOLI_ATTACH_CORRPAC116
Pre-Candidate IllustrationOLI_ATTACH_PRECAND6
Preliminary ApplicationOLI_ATTACH_PRELIMAPP252
Premium Allocation FormOLI_ATTACH_PREMIUMALLOCATIONFORM517
Premium Check - Initial Premium (COD)OLI_ATTACH_PREMCHK122
Premium Check - Ongoing PremiumsOLI_ATTACH_MONEYPREMCHK182
Premium ReportOLI_ATTACH_PREMIUM304
Prescription dataOLI_ATTACH_PRESCRIPTION_PROFILE22
PresentationOLI_ATTACH_PRESENT305
Pre-Tax Section 125 / Other Tax ConsiderationsOLI_ATTACH_TAX125324
Privacy NoticeOLI_ATTACH_PRIVACYNOTE2550100
Producer Card (a.k.a. Agent Card)OLI_ATTACH_AGENTCARD79
Product Criteria FormOLI_ATTACH_PRODUCT306
Product Feature Comparison FormOLI_ATTACH_PRODFEATURECOMP544
Proof of Delivery StatementOLI_ATTACH_PROOFOFDEL2550410
Proposal InformationOLI_ATTACH_PROPOSAL_INFO307
Provider/Network InformationOLI_ATTACH_PROVIDER308
Publicly Disclosable InformationOLI_ATTACH_INFO251
Pulmonary Function TestsOLI_ATTACH_APSPULMONARY164
QualificationsOLI_ATTACH_QUALIF323
Qualified Plan DisclosuresOLI_ATTACH_QUALPLANDISC2550430
Qualified Plan Disclosure - Simple IRA Employer FormOLI_ATTACH_QUALSIMPLE2550432
Qualified Plan Disclosure - Tax Sheltered AnnuityOLI_ATTACH_QUALTSA2550434
Questionnaire - Activities of Daily LivingOLI_ATTACH_DAILYLIVQ400
Questionnaire - Alcohol or Drug UseOLI_ATTACH_ALCOHOLQ401
Questionnaire - ArthritisOLI_ATTACH_ARTHRITISQ402
Questionnaire - AssessmentOLI_ATTACH_ASSESSQ403
Questionnaire - AvocationOLI_ATTACH_AVOCATIONQ404
Questionnaire - Back PainOLI_ATTACH_BACKPAINQ405
Questionnaire - Beneficial OwnershipOLI_ATTACH_BENEFICIALQ406
Questionnaire - Blood PressureOLI_ATTACH_BLOODPRESQS407
Questionnaire - Client InformationOLI_ATTACH_CLIENTIINFOQ408
Questionnaire - ClimbingOLI_ATTACH_CLIMBQ409
Questionnaire - ColitisOLI_ATTACH_COLITISQ410
Questionnaire - Coronary and AnginaOLI_ATTACH_CORONARYQ411
Questionnaire - Digestive / Bowel DisorderOLI_ATTACH_DIGESTIVEQ412
Questionnaire - Driving HistoryOLI_ATTACH_DRIVHISTQ413
Questionnaire - Emotional HealthOLI_ATTACH_EMOTHEALQ414
Questionnaire - FaintingOLI_ATTACH_FAINTINGQ415
Questionnaire - Family HistoryOLI_ATTACH_FAMILYQ416
Questionnaire for Carrier CompletionOLI_ATTACH_QUEST309
Questionnaire - Gastro-IntestinalOLI_ATTACH_GASTROIN417
Questionnaire - GynaecologicalOLI_ATTACH_GYNQ418
Questionnaire - HeadacheOLI_ATTACH_HEADACHE419
Questionnaire - KidneyOLI_ATTACH_KIDNEYQ420
Questionnaire - LiverOLI_ATTACH_LIVERQ421
Questionnaire - Mature AgeOLI_ATTACH_MATUREQ422
Questionnaire - MilitaryOLI_ATTACH_MILITARYQ423
Questionnaire - MotorcycleOLI_ATTACH_MOTORCYCLE425
Questionnaire - Motor SportOLI_ATTACH_MOTORSPORTSQ424
Questionnaire - NeurologicalOLI_ATTACH_NEUROLOQ426
Questionnaire - NicotineOLI_ATTACH_NICOTINEQ427
Questionnaire - OccupationOLI_ATTACH_OCCUPATIONQ428
Questionnaire - Part 2 (Paramedical / Medical)OLI_ATTACH_MEDICALP2429
Questionnaire - Physical DemandsOLI_ATTACH_PHYSICALDEMAQ430
Questionnaire - Physiotherapy ReportOLI_ATTACH_PHYSIOTHERYQ431
Questionnaire - Politically Exposed PersonOLI_ATTACH_QPEFP518
Questionnaire - Power Boat RacingOLI_ATTACH_POWERBOATQ432
Questionnaire - PsychiatricOLI_ATTACH_PSYCHIATRICQ433
Questionnaire - RespiratoryOLI_ATTACH_RESPIRATORYQ434
Questionnaire - Scuba DivingOLI_ATTACH_SCUBAQ435
Questionnaire - Skydiving, ParachutingOLI_ATTACH_SKYDIVINGQ436
Questionnaire - SnowmobilingOLI_ATTACH_SNOWMOBILEQ437
Questionnaire - Temporary Insurance AgreementOLI_ATTACH_TEMPAGREE438
Questionnaire - TumourOLI_ATTACH_TUMORQ439
Racing Questionnaire/SupplementOLI_ATTACH_QRACING139
Rate/Financial InformationOLI_ATTACH_RATEINFO311
Rate HistoryOLI_ATTACH_RATEHIST310
Registered Fixed Annuity Prospectus (MVA and EIA)OLI_ATTACH_FIXEDPROSP2550042
Release of Commission AssignmentOLI_ATTACH_COMMREL230
Remittance LogOLI_ATTACH_REMITLOG118
Renewal NotificationOLI_ATTACH_RENEWAL312
Replacement FormOLI_ATTACH_REPLF107
Reports, Office and Hospital RecordsOLI_ATTACH_APSREPORT167
ReproposalOLI_ATTACH_REPROPOSAL8
Request - Disclosure of Reasons for UW DecisionOLI_ATTACH_DISCLOSUREREA440
Request - Duplicate PolicyOLI_ATTACH_DUPLICATERQ441
Request - Supplies (Group)OLI_ATTACH_SUPPLIESGR442
Request - Supplies (Insurance)OLI_ATTACH_SUPPLIESINS443
Request - Supplies (Investment)OLI_ATTACH_SUPPLIESINV444
Requirement Result.OLI_ATTACH_REQUIRERESULTS246
Requirements RequestOLI_ATTACH_REQUIREREQUEST245
Resident Alien CardOLI_ATTACH_RESALIENCD117
Resident Alien Questionnaire/SupplementOLI_ATTACH_QRESALIEN143
Restriction NoteOLI_ATTACH_RESTRICTNOTE522
Returned CheckOLI_ATTACH_RETURNCHK119
Returned Original PolicyOLI_ATTACH_RETORIGPOL128
Revised ApplicationOLI_ATTACH_REVISEDAPP11
Revised IllustrationOLI_ATTACH_REVISEDILLUS9
RFP InstructionsOLI_ATTACH_RFP313
Rider Reset Authorization FormOLI_ATTACH_RIDERRESET2550280
Risk Tolerance QuestionnaireOLI_ATTACH_RISKTOL2550090
Sales Summary DisclosureOLI_ATTACH_SALESDISCOSURE2550140
SEC N-4 Sec Registration Narrative ExplanationOLI_ATTACH_SECN_4262
Secondary Address FormOLI_ATTACH_SECONDADDRESSFORM539
Segregated Funds - ResetOLI_ATTACH_RESETSEGRFUNDS445
Seizure Disorder Questionnaire/SupplementOLI_ATTACH_QSEIZURE133
Service - Banking / Premium PaymentOLI_ATTACH_BANKPREMPAY446
Service - Bene, Owner, Trustee, Assignment, NameOLI_ATTACH_BENENAMECORR447
Service - Cancellation / TerminationOLI_ATTACH_CANCELLSERV448
Service - Creditor RequestOLI_ATTACH_CREIDTORREQSERV449
Service - Deposit NoticeOLI_ATTACH_DEPOSITNOTESERV450
Service FormsOLI_ATTACH_SERVICEFORM2550440
Service Level AgreementOLI_ATTACH_SERVICELVL314
Service - Loan RepaymentOLI_ATTACH_LOANREPAYSERV451
Service - Non-Financial UpdateOLI_ATTACH_NONFINUPDATE452
Service - Ownership or BeneficiaryOLI_ATTACH_OWNERSERV453
Service - PayeeOLI_ATTACH_PAYEESERV454
Service - Phone RestrictionOLI_ATTACH_PHONESERV455
Service - PolicyOLI_ATTACH_POLICYSERV456
Service - Registered Investment TransferOLI_ATTACH_TRANSFERSERV457
Service - Release of Beneficiary's InterestOLI_ATTACH_RELBENEINT458
Service - Release of Collateral AssignmentOLI_ATTACH_RELCOLLASS459
Service - Rider Election / Addition of CoverageOLI_ATTACH_RIDERELEC460
Service - Servicing Representative ChangeOLI_ATTACH_SERVREPCHG461
Service - Status ChangeOLI_ATTACH_STATUSCHG462
Short Portable Mental Status QuestionnaireOLI_ATTACH_SPMSQ255
Signed Tele-medOLI_ATTACH_TELMEDSGND104
Specification PageOLI_ATTACH_SPECIFICATIONPAGE82
Statement - AcceptanceOLI_ATTACH_ACCEPTANCE463
Statement - Amounts held in Federal plansOLI_ATTACH_AMOUNTSTAT464
Statement - Certificate of DischargeOLI_ATTACH_CERTOFDISCH465
Statement - Certificate of ExistenceOLI_ATTACH_CERTOFEXIST466
Statement - Child HealthOLI_ATTACH_CLDHEALTH467
Statement - Client DisclosureOLI_ATTACH_CLTDISCLO468
Statement - Compensation (Group)OLI_ATTACH_COMPENSATIONGR469
Statement - Date of BirthOLI_ATTACH_DOBSTATEMENT470
Statement - Insurability / Good HealthOLI_ATTACH_INSURABILITYSTAT471
Statement - Interest Rate GuaranteeOLI_ATTACH_INTRATEGUARSTAT472
Statement - InterpreterOLI_ATTACH_INTERPRETER473
Statement - Letter of DirectionOLI_ATTACH_LETDIRECTION474
Statement - Locked-In Pension FundsOLI_ATTACH_LOCKINPENSION475
Statement - Major Cash DepositOLI_ATTACH_MAJORCASHDEP476
Statement - Marital StatusOLI_ATTACH_MARITALSTATUS477
Statement - Notary Public CertificateOLI_ATTACH_NOTARY478
Statement - Refusal of CoverageOLI_ATTACH_REFUSAL479
Statement - Representative DeclarationOLI_ATTACH_REPDECLARATION480
Statement - Spousal Consent / WaiverOLI_ATTACH_SPOUSALCONS481
Statement - Third Party DeclarationOLI_ATTACH_THRIDPARTY482
Strategic PlanningOLI_ATTACH_STRATIGIC315
Suitability Determination FormOLI_ATTACH_SUITABILITY2550370
Summary of Premium ProvisionOLI_ATTACH_SUM_PREMIUM_PROVISION511
Summary Plan DescriptionOLI_ATTACH_SUMMPLAN316
Supplementary application - ChildOLI_ATTACH_SUPPAPPCHLD161
Supplementary Application - SpouseOLI_ATTACH_SUPPAPPSPSE162
Systematic Withdrawal FormOLI_ATTACH_SYSWITH2550220
Tax - Canada Revenue Agency (CCRA)OLI_ATTACH_CCRA483
Tax Disclosure Form - W4POLI_ATTACH_TAXW4P2550260
Tax Disclosure Form - W8OLI_ATTACH_TAXW82550250
Tax - Request to Reduce Tax Deductions at SourceOLI_ATTACH_REDUCETAXDED484
Teleinterview NoteOLI_ATTACH_TELEINTERVIEWNOTE326
Telephone/ Electronic Transaction Auth FormOLI_ATTACH_TELE2550230
Testamentary Trust WordingOLI_ATTACH_TRUSTWORDING531
Tobacco Use Questionnaire/SupplementOLI_ATTACH_QTOBACCOUSE137
TransmittalOLI_ATTACH_TRANSMITTAL109
Transparency Disclosure FormOLI_ATTACH_TRNASDISC317
Trust AgreementOLI_ATTACH_TRUSTAGRMNT147
Trust Document CertificateOLI_ATTACH_TRUST2550210
U.S. W4 Tax FormOLI_ATTACH_TAXW4524
Underwater/Sky Sports Questionnaire/SupplementOLI_ATTACH_QDIVESKYSPORT138
Underwriter Work SheetOLI_ATTACH_UNDRWRTWKSHT80
Underwriting NoteOLI_ATTACH_UNDRWRTNOTE12
Union Contract/AgreementOLI_ATTACH_UNIONCON318
UnknownOLI_UNKNOWN0
Unsigned Tele-medOLI_ATTACH_TELMEDUNSGND105
Urine Test Results - PaperOLI_ATTACH_LABSURINE170
Values PageOLI_ATTACH_VALUEPAGE83
Variable Annuity Contract ProspectusOLI_ATTACH_CONTRACTPROSP2550040
Variable Annuity ProfileOLI_ATTACH_VAP2550060
Variable Annuity Summary ProspectusOLI_ATTACH_VASUMPROSPECTUS2550041
Voice Signature Image/FileOLI_ATTACH_VOICESIGN526
Void CheckOLI_ATTACH_MONEYVOID183
W9OLI_ATTACH_TAXW9160
Welcome LetterOLI_ATTACH_WELCOMELTR2550390
Wet signature imageOLI_ATTACH_WETSIGN13
WorkflowOLI_ATTACH_WORKFLOW319
WorksheetOLI_ATTACH_WRKSHT97
X-ray CopyOLI_ATTACH_XCOPY174
X-ray InterpretationOLI_ATTACH_XREPORT175

Definition
Type of attachment.

Parents
Attachment