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Reset Standard Insurance Company 1100 SW Sixth Avenue Portland OR 972041092 800.766.9737 Tel 877.247.5473 Annuity Broker Financial Institution Contracting Financial INSTITUTION NAME (Company)AUTHORIZED
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People who want to have a formal agreement with a financial institution for annuity-related transactions
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Annuity broker-financial institution contracting is a formal agreement between an annuity broker and a financial institution outlining the terms and conditions of their business relationship.
Both the annuity broker and the financial institution are required to file annuity broker-financial institution contracting.
Annuity broker-financial institution contracting can be filled out by providing all the required information about the parties involved, terms of the agreement, and signatures of authorized representatives.
The purpose of annuity broker-financial institution contracting is to establish a formal agreement that governs the business relationship between an annuity broker and a financial institution.
Information such as the names and contact details of the parties involved, terms of the agreement, compensation terms, and signatures of authorized representatives must be reported on annuity broker-financial institution contracting.
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