HBW Forms

Before distributing or using an HBW form, please check this page to make sure you are using the latest version.

All forms are in Adobe PDF format and require Adobe Acrobat Reader.

Recruiting Standards and Practices

Licensing & Contracting

New Agent Contracting Paperwork - Information and forms for licensing and contracting new agents.

AIG Fixed Annuities Solicitor Sales Agreement - Required form for previously contracted agents only. Complete and return to HBW.

Personal Contact Information Change Form - Submit this form to update HBW if your contact information changes.

Contract Change Form - Covers requests for hierarchy, life payout, and securities payout changes. (Updated July 26, 2006)

AIG Direct Deposit Authorization Form

New Business

AIG Transmittal Form - Transmittal form & instructions for submitting AIG business.

AIG Annuity / Creative Marketing Transmittal Form - Transmittal form for 1st AIG annuity application mailed to Creative Marketing

Banner Transmittal Form - Transmittal form & instructions for submitting Banner business.

Old Mutual Financial Network Transmittal Form - Transmittal form & instructions for submitting OMFN business.

HBW Life Brokerage Transmittal Form - Transmittal form & instructions for submitting business to life brokerage companies.

Disability Insurance Transmittal Form - Transmittal form & instructions for submitting disability business.

Status Requests - Status request procedures for all divisions.

Advertising / Website Compliance and Review

Insurance Agent Rules of Advertising - Please refer to this document when creating advertising pieces and websites. The Rules of Advertising detail what must be included and excluded in HBW advertising.

Advertising Review Form - All advertisements and websites must be submitted for review prior to being published. This Advertising Review Form must be completed and faxed in with your request for review. (Updated August 2, 2006).

HBW Supplies and Order Forms

Marketing Supplies and Support Online - Order HBW supplies such as HBW brochures, recruiting kits, pens, notepads, Agency Building Systems, business cards etc.

HBW Email Address Order Form - Get your name @HBWInc.com! Includes a webmail so you can check your email from anywhere. $34.95 per year. Fill out this form online! (Updated October 20, 2006)