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US Life American Pathway Deferred Income Annuity (DIA) Forms & Applications

For a guidance on the forms and applications needed, check out:

American General Forms Checklist   

Deferred Income Annuity Checklist 

Applications

Required Point-of-Sale Forms 

One Step Process - Option Y 
Regulation 60 replacement booklet for policies being exchanged in New York that utilize the Disclosure After Application process, known as "One-Step" (Option Y). This forms booklet is required for all firms utilizing the One-Step process. 

Two Step Process - Option X 
Regulation 60 replacement booklet for policies being exchanged in New York that utilize the Disclosure at the Time of Application process, known as "Two-Step" (Option X). This forms booklet is required for all firms utilizing the Two-Step process.

Forms & Applications Library