Liberty Agile Switch

Internal RA Transfer

This process is for an internal transfer of a Liberty Retirement Annuity via an Agile Switch or Section 14 transfer.

Document Checklist (9 selected)

Clear Copy of ID

Online Record of Advice (ROA)

Financial Needs Analysis (FNA)

Signed Quotes

Updated Disclosure Letter

Liberty Retirement Range Switch Form

Risk Profile Analysis (RPA)

UCF (Client Declaration Form)

IRAR (Investment Replacement Advice Record)

Liberty Retirement Range Switch Form