Change of Agent and or Broker
RESET
American General
Life Insurance Company
Address mail to:
Annuity Service Center
Regular Mail
P.O. Box 15570
Amarillo, TX 79105-5570
Overnight Mail
1050 North Western Street
Amarillo, TX 79106-7011
? 800-445-7862
FAX 818-615-1547
Change of Agent and / or Broker
Please print or type.
Please select the appropriate item:
?
Transfer Business from Agent to Agent within the same Broker/Dealer
? Requires authorization of the Policyowner (Section 1) or a Broker/Dealer Branch Manager (Section 3, page 2)
?
Transfer Business from Broker/Dealer to Broker/Dealer
? Requires authorization of the Policyowner (Section 1) or a combination of a Vice President from the releasing firm and
the Branch Manager from the accepting firm (Section 3, page 2)
?
Block/Blanket Transfer
? Requires authorization from the Vice President of the releasing firm and a Branch Manager from the accepting firm
(Section 3, page 2)
?
Transfer Business from Agent to Broker/Dealer House Account
? Requires authorization of the Policyowner (Section 1), releasing Agent or Broker/Dealer (Section 3, page 2)
All agents must be appointed and active with the respective insurance company through their current Broker Dealer/Agency prior to
execution of this request by the respective insurance company.
Please accept this request as your authority to change the agent on my account(s) as I have indicated below.
1 Account Information
Account Number(s) ____________________________________________________________________________________________
Brokerage Account Number _____________________________________Owner¡¯s SSN ____________________________________
Owner¡¯s Last Name ____________________________________________________ First Name _____________________ MI ______
Address ___________________________________________ City _________________________ State ________ Zip ____________
Joint Owner¡¯s Last Name______________________________________ First Name ______________________________ MI _______
Owner Signature _____________________________________________________________________________________________
Joint Owner¡¯s Signature (if applicable) ____________________________________________________________________________
2 Agent / Broker Information
Old Agent Information:
Agent/Broker ________________________________________ Broker/Dealer ____________________________________________
New Agent Information:
Agent/Broker ________________________________________ % of Agent Split________________ Agent SSN _________________
Agent/Broker ________________________________________ % of Agent Split________________ Agent SSN _________________
Agent/Broker ________________________________________ % of Agent Split________________ Agent SSN _________________
Agent/Broker ________________________________________ % of Agent Split________________ Agent SSN _________________
Address ___________________________________________ City _________________________ State ________ Zip ____________
Broker/Dealer Name ________________________________________________________
SA2243POS.9 Rev. 5.14
Change of Agent / Broker
Page 2 of 2
3 Broker / Dealer Authorization
A. Current Broker / Dealer
Check if all accounts currently assigned to an agent are to be transferred.
? We agree to release the above accounts in accordance with this request.
Authorized Signature _____________________________________________________________________________________
Print Name ______________________________________________ Title ________________________________________
Name of Broker/Dealer _____________________________________Phone ____________________________________
B. New Broker / Dealer
Authorized Signature _____________________________________________________________________________________
Print Name ______________________________________________ Title ________________________________________
Name of Broker/Dealer _____________________________________Phone ____________________________________
SA2243POS.9
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