Use the Links below for quick access to American Equity forms.
The New Account Form and appropriate Disclosure form is required for each new client.
- New Account Form
- Mutual Fund Disclosure
- Investment Switch Form
- Variable Annuity Disclosure
- Non-Traded Asset Disclosure (REIT's, GWG, Ect.)
- Change of Dealer Form
- Business Continuity Plan (B.C.P.)