Approved Variable Annuities can be found on the "Approved Direct Products List" available under the "Representative/Advisor Resources" section of the website. 
All new business must be submitted in hard copy and by mail for pre-approval to Trustmont's Home Office at:
200 Brush Run Rd, Ste A, Greensburg, PA 15601


Required Paperwork for Direct Variable Annuity Business

  • Client Profile Form
    All new business requires a Client Profile Form, for guidance on how to complete the Client Profile Form, click here.  If your client(s) do not want to provide a "Trusted Contact" indicate that by marking the box "Client declines to provide a Trusted Contact" in the Trusted Contact section of the Client Profile Form.
    Please note: Including a copy of client(s) current drivers license is highly encouraged.

  • Trustmont Required Disclosures Delivery Confirmation Cover Sheet (Financial & Advisory)
    This form must be submitted to the home office with all new business paperwork (including change of broker/dealer) as well as additional investments into an account that is 25% of the existing value or $50,000+ whichever is lower. If a recommendation did not result in additional required paperwork, this form is to be retained at the branch office in either paper or electronic form and made available to Compliance upon request. 

  • AI Report (MorningStar), VA Acknowledgment, Checklist
    This set of documents must be submitted with every variable annuity application. You will need to click on and prepare both "Analyze Expenses" and "Suitability Form". For instructions on how to complete this set of documents, click here.

  • Fund Company Paperwork
    Please include all fund company paperwork and a current product statement when doing a 1035/Trustee to Trustee/etc transfer.

Required Disclosures

Potentially Required

  • Rollover Analyzer
    Required for all IRA to IRA transfers, Plan (401K/403B/457/etc) to IRA Transfers and Plan to Plan Transfers. For a quick start guide, including log in information, a link to a video demonstration and user guide, click here.

  • Prospectus Receipt and Share Class Purchase Form
    Required for all new mutual fund applications. Recommended for all business.

  • Signature Guarantee Request Form
    Required when requesting any Medallion Signature Guarantee, limited of $250,000, anything higher must be directed to a bank, credit union, etc. Must be accompanied by a copy of the client(s) current drivers license, passport, or government issued ID.