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Standard Life Disability



  In the July 2008 issue of Best’s Review, Standard Life Insurance Company was recognized for maintaining an “A” rating or higher from A.M. Best Company since 1928  

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StanCorp Financial Group, Inc. is the parent company of Standard Life

StanCorp Financial Group, Inc., is the holding company for businesses that provide insurance, retirement and investment products and services.

  • Headquartered in Portland, Oregon
  • Incorporated in 1998
  • Became a public company in 1999
  • NYSE ticker symbol: SFG
  • StanCorp and its primary operating subsidiaries together employ approximately 3,202 people
  • Total assets under administration: $21.94 billion

Standard Disability For Individuals



 
 

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Forms

Annuity Forms

Title Purpose Number
Authorization for EFT of Payments Use to initiate electronic withdrawal of premiums or loan payments. 1804-ANN
Guide to Beneficiary Designations Use to provide information and explanation on types of entities and beneficiaries. 12258
Privacy Policy Statement of privacy policy of The Standard. 9542
Qualified Joint and Survivor Annuity Notice and Spousal Consent Use in any case of a qualified joint and survivor annuity. 13018
Request for 403(b) Tax-Sheltered Annuity Loan Use to initiate TSA loan. 7811
Request for 72(t) or 72(q) Substantially Equal Periodic Payments Use to initiate distribution as a SEPP. 7180
Request for Absolute Assignment and Successor Owner Endorsement Use to transfer ownership of a contract. 2527-ANN
Request for Account Reallocation Use to reallocate funds between the Index Interest and Fixed Interest accounts in the Index Growth Annuity. 13100
Request for Change EFT of Annuity Payout Use to change instruction for electronic "direct deposit" of payouts. 11436
Request for Change of Beneficiary Use to change or add beneficiaries. 6304
Request for Change to Annuity Policy Use to change address, name, payor or servicing agent on an in force contract. 12428
Request for Distribution from 457 Plan or Non-Qualified Deferred Compensation Plan Use to initiate distribution from a 457 or non-qualified deferred compensation annuity. 10853
Request for Distribution from Individual Retirement Annuity 403(b) Tax-Sheltered Annuity or Pension Use to initiate distribution from an IRA, TSA or pension-plan annuity. 10050
Request for Distribution from Non-Qualified Annuity Use to initiate distribution from a non-qualified annuity. 12411
Request for EFT of Annuity Payout Use to establish electronic "direct deposit" of payouts. 11426
Request for IRS Required Minimum Distribution Use to initiate distribution as an IRS RMD. 10516
Request for Supplementary Contract Distribution Use to initiate distribution as a settlement option. 6592
Request to Mail Payments to Financial Institution Use to establish mailing of payouts to bank. 10441
Special Tax Notice for 457 Plan or Non-Qualified Deferred Compensation Plan Use to provide information about tax consequences of a distribution from a 457 or non-qualified deferred compensation annuity. 12300
Special Tax Notice for Individual Retirement Annuity, 403(b) Tax-Sheltered Annuity or Pension Plan Use to provide information about tax consequences of a distribution from an IRA, TSA or pension-plan annuity. 12299
Substitute IRS Forms W-4P and W-9 Use in any case of a payout or taxable event to verify SSN or TIN. 5031

Dental Forms

Title Purpose Number
Dental Claim Use this form to report a treatment plan and to initiate a dental claim. SI 3943
Dental Claim Use this form to report a treatment plan and to initiate a dental claim. For use in New York only. SNY 3943

Group Disability Forms

Title Purpose Number
LTD Claim Find answers to general questions about LTD benefits and initiate a claim.  
STD Claim Find answers to general questions about STD benefits and initiate a claim.  

Vision Forms

Title Purpose Number
Balanced Care Vision Plan III Claim Use this form to initiate an eye care claim. SI 14068
Eye Med Vision Out of Network Claim Used to initiate an out of network eye care claim. SI 14070
VSP Vision Out of Network Claim Used to request out of network eye care expense reimbursement. SI 14071



 
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StanCorp Financial Group, Inc., is the holding company for businesses that provide insurance, retirement and investment products and services.

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A Tale Of Two Agents


Captive Agent
 

An agent working exclusively for a single firm. He or she is obliged to submit business only to that firm, or at least give that firm first rights of refusal on the case.

Captive agents that are non-established are usually paid on a combination of salary and commissions earned from selling the policy contract. Also, the firm usually provides its captive agents with an allowance for office expenses as well as employee benefits such as pensions, life insurance, and health insurance. 

The established captive agent is usually paid exclusively on a commission basis.  This type of agent will tend to have more in-depth knowledge of that firm's policies, however, he or she will hardly ever be equipped to offer the industries' best price on any particular product offering.


Independent Agent Broker

Simply said, independent agents are appointed to sell policies from many insurers. The agent is independent from all insurers thus, the independent agent's responsibility is solely focused on evaluating the client's needs and the pricing of the product chosen.

While searching for the brokerage market's best place for a client's business, independent agents pay all their own expenses and keep their own records and earn their income from brokerage commissions on the policies they sell.


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