Annuity eApp Wiki - e-App Process (2025)

Logging In

Log into SalesLink using your F&G agent code for your annuity contract. If you have multiple agent codes, please ensure you have selected your correct writing agent code.

Starting an e-App

Ensure you select the correct state of sale (location where the application is being signed) for “jurisdiction” and select the appropriate product. After clicking “Create” you have the option to save your application under a specific name to reference later.

Agent Information

Your Producer ID, first and last name, phone number (where available) and e-mail (where available) will pre-populate based on your SalesLink log-in. You have the option to edit your phone number and/or email for the application. Please note: Updating your phone number or e-mail on the e-application will not update your contact information on SalesLink or in the F&G system. You must contact FGL contracting & licensing should you need to request an update to your contact information.

Indicate the correct “Split %” for this application. If you are the only writing agent on the application, enter 100.

If there is more than one agent writing the case, enter all information in the appropriate section. Producer ID, first name & last name are all required to proceed. Indicate the correct split on the corresponding line for each agent (i.e. 50 & 50). The total must equal 100%.

After you click “Validate” there may be a delay while the validation is running. This process can take up to 60 seconds. Please do not click “Validate” again, or back out of the application. You will see a pop-up indicating you are approved to proceed with the application once the validation is complete. If there is an issue with the validation, you will receive a pop-up notifying you of this. You can choose to proceed with the application and complete the forms with your client, but you will not be able to submit the application until you receive clearance from contracting and can complete the agent validation successfully.

Should you have any questions about your eligibility to continue taking the application, please contact F&G contracting at 800-445-6758, opt. 4.

Electronic Consent Forms

Review and acknowledge the information.

Completing an e-App

Do not use your browser “back” button during the completion of the application. You must utilize the arrows and navigation options within the e-App to proceed or go back.

Complete all sections of the application. Required fields will be highlighted in red. You will not be able to submit the application with any required fields incomplete.

The orange comment bubble will indicate to you that there are required fields which remain incomplete. By clicking on this symbol you can see/hide instructions for each of these specific fields.

Based on the responses throughout the application, additional fields may become required and any required supplemental forms will generate and be added to your e-App.

Generate Application Number

Click on “Generate Application Number.” Once application number is shown, click the red box indicated to proceed. Please note: it may take 24-48 hours for the application to be visible under your pending new business on SalesLink.

Signatures

Proceed through all required signatures for the client (owner, annuitant, payor, etc.) and agent. The client’s identifying information must be verified and completed in the “Client Identification Verification” screen.

The client will be prompted to review all necessary sections and indicate that he/she has reviewed and agrees to the terms expressed within the application documents. Please note: an individual will be required to acknowledge each section of the application separately for each role. For example, if the owner and annuitant are the same person, he/she will be prompted twice to acknowledge the pages of the application where a signature is needed (once as an annuitant, and once as owner).

When capturing the electronic signature, we will accept the typed out name, or the client may use the touchpad or mouse to complete the signature. You also have the option to send an email request to the client to complete the signature. The agent signature is required on the e-App, this cannot be requested via email. If an email is sent to the client requesting the signature, he/she will receive a link and will need to log in to review the application and complete the signature.

Submitting the Application

You can review any sections of the application prior to submission by choosing the drop-down navigation on the left side and jumping to a specific page. Any pages with incomplete required information will be shown in red.

Once the application, including all supplemental forms and signatures are complete, you are ready to submit the application.

Client Receives Email to View e-App

Upon submission, your client will receive an email with a link allowing him/her to log-in using date of birth and last four digits of SSN to review the completed application. No changes can be made to the application, but the client has the ability to download, print and save his/her application.

Upline View of e-App

If you have downline agents, you have the ability to view all of the activity of your downline agents on our e-App platform.

1. Log into SalesLink using IMO/upline number. Click on F&G Annuity e-App.
2. After confirming the correct agent ID, click NEXT.
3. Once logged in, click on All Applications.
4. Click on the icon showing blue and green figures in the top left-hand corner, this is the “owner” icon.
5. Choose either “All Owners” to see all downline business, or select a specific agent name/agent code to see only that individual’s e-Apps.
6. A list will be presented of all e-App activity including saved or submitted applications.

Status Key:

• Complete = All sections complete and application submitted to FGL
• Form Entry = Data entry on application is not complete; Application is not signed or submitted
• Signatures = Data entry on application is complete, and signatures have been requested but not completed; Application has not been submitted
• Locked = Data entry on application is complete and the process of collecting signatures has been initiated but not completed; Application has not been submitted