I did a 1035 exchange of my nonqualified annuity or life insurance policy. This includes the potential cancellation or nonrenewal of policies due to nonpayment of premium. Please allow 5-7 business days to receive your statement(s) by mail. allianz continued monthly residence form allianzlife com forms allianz agent change allianz 1099 Related to allianz life insurance forms . To review your RMD payment schedule, register or log in to the Allianz Life website (www.allianzlife.com). 360 Qualified Plan Acknowledgement Form and ERISA Disclosure - 360-ERPOS. An RMD may be required even if the box is not checked (i.e., Inherited IRAs). ABC Qualified Plan Acknowledgement Form and ERISA Disclosure - ABC-ERPOS. If you applied for your policy independent of an employer and pay your own premium, you are an individual member. Box 2a will be blank to show that this is nontaxable. The general limit the most that can be contributed to your Traditional IRA and/or Roth IRA is the lesser of the following amounts: $6,000.00 ($7,000.00 if you are age 50 or older) or your earned income for the year. The first increase of 52% took effect beginning in November 2021. We strongly encourage all customers to consult their financial professionals about their unique personal needs and situation. P. O. Requests to take the required minimum distribution from a fixed annuity can be made online. Just Now For Taiwan Investors only Allianz Global Investo rs Taiwan Limited, 5F, No. Include the date and place your electronic signature. If Need help bajaj allianz life insurance customer care number:1800 209 7272. This form is required to recognize and work with deponents as the sole, legal, equitable, and unrestricted heirs to the to assign benefits to the care provider, but not the rights under the policy. Log in and go to Personal Accounts. Forms | Jackson Once I've submitted my beneficiary claim form packet, how long will it take to process? Claim Professional accountant Form. Why was the IRA distribution reported as a taxable event when it was sent to another company? 101-C series or 101-P series, depending on your state of residence and plan chosen. Any determination that is to be made, such as to policy values, beneficiary, claim eligibility, or policy status, will take place. If you have an RMD due in 2023, an RMD Election Form can be completed and submitted to us by mail or fax. Minneapolis, MN 55440-0561. Draw your signature, type it, upload its image, or use your mobile device as a signature pad. After the taxable amount is reported to you as income, you will not be taxed on this amount again when annuity payments begin; instead, only earnings from the annuity payments will be taxable each year. Dochub is the best editor for changing your forms online. Our Claims Informationpage will help you learn about the process and what information you will need to provide. Download the form below associated with your contract or policy and log in to upload the completed form. Claim managemnet Liability Form. Any employer contributions will show as SEP IRA contributions. Plan(s) only available to U.S. residents and may not be available in all jurisdictions. Weve also adjusted our approved leave policies to ensure employees who are ill can take the time they need to recover, and have access to additional personal time as required to support the needs of their family and loved ones. How to fill out and sign bankers life casuality company continued monthly residence form online? PO Box 59060 Annuities are classified into two basic types: tax-qualified and non-tax-qualified. Employer contributions to a SEP IRA will be reported in Box 8. allianz reimbursement form. Yes, the taxation of the death benefit proceeds for annuity payments is affected by the length of time between the date of death and the date the first payment goes out. See your Form 1099-R instructions regarding Box 7 for IRS distribution code information. By completing and, This form is provided for your convenience in the event your home health care provider does not have their own daily, This form is designed to help you stay organized while submitting a new home health care claim. If 2022 contribution is not on your check, we will apply the money as a 2023 contribution. See your Form 1099-R instructions regarding Box 7 for IRS distribution code information. Fixed annuities fixedannuity@send.allianzlife.com This date is always subject to change by the U.S. Department of the Treasury; we encourage you to speak with your tax professional if you have questions about your due date. This form is provided for your convenience in the event your home health care provider does not have their own daily How to create an eSignature for the allianz care form. If you forgot your username, please complete our Forgot username formand we will email your username to the email address associated with your account. Yes, if a claim isn't filed within a certain number of years it is considered unclaimed property and would be sent to the state in accordance with applicable state requirements. We follow a variety of procedures to verify that any annuity contract or life insurance policy you buy from us meets your stated needs. Ensure copies of current BLANK CMR forms are maintained by the facility. Schedule secure automatic premium payments. The mailing address and fax number are provided on the form for your convenience. One can fi nd out the surrender value of the policy on the online portal of the insurance company. We've got more versions of the allianz beneficiary change form form. If Box 11 is checked on IRS Form 5498, then you are required to take an RMD from your contract. Thats why weve designed our claims process in three steps so you can focus on what matters most. Where can I find my policy or contract statement? For Bajaj Allianz life insurance login to our portal policybachat.com. Just Now allianz continued monthly residence form. 4 hours ago Insurance benefits underwritten by BCS Insurance Company or Jefferson Insurance Company, depending on insureds state of residence and plan type. Log inand go to "Personal Accounts.". We will contact the beneficiary for additional information if needed. Why is there a taxable amount on a loan from a nonqualified annuity? Fixed annuities 763.582.6002 Please be aware there may be different death benefit values available to a beneficiary depending upon the claim option that is elected. In November 2020, the CalPERS board approved a rate increase on all Long-Term Care Program policies that was phased in over two years. A 1099-R is used to report transactions that occur between January 1 and December 31 of the previous tax year from financial products such as life insurance or annuities. Independently verify the identity of any company, charity, or individual that contacts you regarding COVID-19. What is the amount that I am allowed to contribute to my Traditional IRA and/or Roth IRA for year 2022? You can Surrender Bajaj Allianz Life insurance policy online on our portal. Claim Healthcare Form. About Fixed Index Universal Life Insurance, log into select your eDelivery preferences, Fixed annuity - transfer ownership and/or change beneficiaries, Life insurance - transfer ownership and/or change beneficiaries, Log in to set your online document preferences, Allianz Life Insurance Company of North America. Once Ive submitted my beneficiary claim form packet, how long will it take to process? Minneapolis, MN 55416-1297, You can update your address, email, and mobile phone number online. Are there time limitations for filing a death claim? Fixed annuities and Life insurance. The information displayed is provided for your reference only. Where does this amount show on my Form 5498? If you had a taxable distribution in more than one resident state, a separate 1099-R would generate for each state. Minneapolis, MN 55416-1297 Adhere to this straightforward guideline redact Allianz beneficiary change form in PDF format online for free: Try all the benefits of our editor today! This means that although you will not have full access to the funds in a lump sum, you could have a taxable event. The advanced tools of the editor will direct you through the editable PDF template. It is to be completed by a licensed health care practitioner. It may be necessary for us to request additional information to reach an eligibility determination. Tax forms will be sent to the beneficiary in the year following payment if applicable. Note: Additional documents may be required if you are a minor beneficiary, trust beneficiary, estate beneficiary, foreign beneficiary, or a qualified retirement plan beneficiary. A new withdrawal form is required with each request. What measures does Allianz have in place to help protect me from fraud? Claim Healthcare Form. Why is the total distribution amount reported in Box 1 (gross distribution)? , 10476 378 5 Tel . Agent Eligibility Quick Guide - AEQG04. Non-individual owner name (Attach Non- Individual Ownership form or Qualified Will the annuity contract applied for replace or change existing contracts Samsung, on Our behalf, will service the Beneficiary's claim upon return to the United Kingdom where the Insured Product must have been purchased and Prudential Life Insurance : A summary about basic life policy offerings. Collateral Account Form (For non-retirement accounts only.) We are remaining fully operational to support all customers and their financial professionals with normal access to our products, services, and support channels. Yes. The beneficiary will receive a claim form packet from Allianz. I understand that in the event. allianz form s2043 allianz form s2043 allianz s2043 download allianz form s2071 allianz company form Allianz Life Insurance Company of North America PO Box 59060 Minneapolis, , See Also: Allianz long term care formsVerify It Show details, 6 hours ago Related to allianz life insuranc company of north america continued monthly residence form allianz company form Allianz Life Insurance Company of North America PO Box 59060 Minneapolis, MN 554590060 Phone: 800.950.1962 Fax: , See Also: Ship continued monthly residence formVerify It Show details. A confirmation letter will also be mailed under separate cover that includes payment and taxability details. Personal contributions are reported on the form for the year for which the contributions were made. Upon receipt of the completed claim form packet and proof of death (i.e., death certificate) from the beneficiary, we will evaluate the claim within 10 business days or within applicable state requirements. Producer services 763.582.6005. Edit your form settlement option online Type text, add images, blackout confidential details, add comments, highlights and more. When logged into your account, you can make changes to your contract allocations and beneficiary. ", First log in, then click on the policy or contract number(s) displayed under "My Account. How do I find performance information for variable investment options? allianz continued monthly residence form Claim Professional architects_engineers Form. If any portion of this distribution is not redeposited within 60 days, this portion will be considered taxable and no longer qualifies as a rollover contribution. 17 Station St., Ste 3 Brookline, MA 02445. If you make a contribution for 2022 between January 1, 2023 and the due date, your 2022 IRS Form 5498 will be updated to reflect the new contribution amount and will be mailed to you by May 31, 2023. If you have more than one Allianz contract, please verify that you have specified the correct contract number. What is the difference between a tax-qualified and non-qualified annuity contract? need to be returned. I certify that to the best of my knowledge this Claim Form does not contain any false misleading or incomplete information. allianz claim. Allianz reports any amount that it receives via this method in Box 2 (Rollover Contributions) on Form 5498. A death claim requires the beneficiary to complete and return the claim form packet with one copy of the certified death certificate. Im a beneficiary can I create an account online? Use professional pre-built templates to fill in and sign documents online faster. PO Box 1344 What steps can I take to help protect myself from fraud and scams related to COVID-19? Log inand go to "Personal Accounts.. Are there different kinds? How do I change my address and other contract information? Fixed annuities 763.582.6002 We will contact the beneficiary if additional information is needed. The beneficiary will receive a claim form packet from Allianz. Application for Child Care Benefits - Ohio Department of Job and - jfs ohio. Standard and Poors (SP), Moodys and A.M. Best are three such authorities, and each member of the trio has rated Allianz within the top 25% of their rankings. The transfer amount is added into your Fair Market Value in Box 5. Please contact customer service at (800) 621-3724 (800) 525-7662 for assistance. Submit all forms and documents to: Mail: MetLife Long Term Care Claims PO Box 14407 Lexington, KY 40512-4633. Use professional pre-built templates to fill in and sign documents online faster. Please reference the contract number on each page of all forms and any accompanying correspondence. For non-tax-qualified annuities, your first annuity payment must be made within one year from the date of death. The RMD Election Form is provided below under the section titled Forms.. Manage Your Policy/Contract Online Change your address, billing info, automate payments and more. For some contracts, withdrawals taken may be subject to an MVA adjustment. allianz continued monthly residence form allianz forms download allianz s2067 form allianz authorization to transfer funds form allianz withdrawal request form for annuity contract allianz death claim form allianz claim form pdf allianz life forms allianzlife.com login Learn more Learn more Learn more Learn more be ready to get more Can I surrender my Bajaj Allianz policy online? What do I do if I forgot my account password? 5 hours ago Mail to: Nationwide Financial * Attn: Account Changes PO Box 182021 Columbus, Ohio 43218-2021 Fax to: 1-877-634-5264 Section. How do I change my beneficiary information? If they are negotiable, or you make an offer you can change? I sent money from another IRA directly into this IRA at Allianz. By registering your account online, you will have access to contract values, statements, the ability to change allocations, and access to yearly tax statements. Yes, the taxation of the death benefit proceeds for annuity payments is affected by the length of time between the date of death and the date the first payment goes out. Minneapolis, MN 55416-1297, Fax How does Allianz ensure that my best interests are protected when purchasing an annuity or life insurance? 50 of the value of the food - Oaks Amusement Park, Gift Forms And Functions Exchang - ShopAmericaNG, CAMP CLARK WILLIAMSON FACILITY & GROUNDS USE POLICY. If you own an Allianz policy or contract, you can register for online access. 02. Allianz Life Insurance Company of North America After January 31, you can check to see if your statement is also available online by registering or logging in to your account and going to "Current Statements." when filing a new claim. Are there time limitations for filing a death claim? covered provider. Allianz Care offers Emergency Healthcare Plans for groups who only wish to cover the medical emergencies of employees travelling abroad. Step-by-step guide to submitting a claim | Allianz Life Enter your official contact and identification details. Enter your Birthday Last 4 SSN Enter the last 4 digits of your Social Security Number. Open it using the online editor and start editing. Mail Information on Claim Forms | Allianz Care Why did I get this? Money that was sent directly from one IRA into another IRA is considered a transfer. Find the right form for you and fill it out: No results. If you choose to assign your long-term care insurance benefits to your covered provider, this form is required from your Past statements on active Allianz policies and contracts are available online. Upon receipt, the Allianz Claims department will evaluate your claim within 10 business days. your physicians, medical practitioners, hospitals, clinics, etc. Calpers Long Term Care Program Continued Monthly Residence Form To set up a trust account online please contact website support at 800.950.3347. Choose My Signature. ", Address changes can be made online. I hereby authorize the Allianz Funds to provide copies of my monthly account statements to the individuals set forth below. Why did I receive an IRS Form 1099-R from Allianz Life? The 1099-R is the supporting document to show the amount of gains and the cost basis amount, if known, that were sent to the other company. To get started on the form, use the Fill & Sign Online button or tick the preview image of the blank. If you are covered by our International Healthcare Plans for the UAE, use this form to claim back eligible medical expenses. Cna continued monthly residence form Sunflower. The guaranteed minimum surrender value in case of surrender before the due date of first survival benefit is 30 % of all premiums paid excluding the first year premium and the premiums for all additional benefits. You can also find past premium payment information by registering or logging in to our website. For those born in 1951, their first RMD will not be due until they turn age 73. process. allianz claim. You can sign up to receive notifications when new statements and other correspondence is available online. Allianz Global Investors is here to help. Whereas underwritten groups typically consist of 3 to 9 members. See Also: Cna continued monthly residence form Show details, 7 hours ago 20202022 Form Allianz Life S2043 Fill Online, Printable . These transactions typically include, but are not limited to: For a nonqualified annuity, Allianz did not receive the after-tax contribution (cost basis) information from the previous company. Your claim form packet will contain a cover letter that includes death benefit values. In addition, we continue to identify and provide new tools and technologies to help us stay connected with each other and our customers. If your Traditional or Roth IRA contract allows for additional premium, your contribution must be sent to a company-approved mailing address and postmarked by the due date for filing your return for that year, not including extensions. With the evolving impact of COVID-19, we continue to work with customers and financial professionals to ensure they understand contract/policy terms and benefits that may assist them during these difficult times. Log into your account to upload the completed form. If you would like your contribution to be recorded for the 2022 tax year, please write 2022 contribution on your check. Please note that online statements are not available for some clients. Please consult a tax professional for any questions related to this reporting. What should I do if I suspect fraud related to COVID-19? I own a trust can I create an account online? This email with intrauterine growth, and who renders the dtf oversees the web at calpers continued care program pays the. If you are covered by one of the International Healthcare Plans for Singapore, choose the relevant form below to claim back eligible medical expenses. File a Claim | Allianz Global Assistance - Allianz Travel Insurance Life insurance 763.582.6002 Claim managemnet Liability Form. signNow combines ease of use, affordability and security in one online tool, all without forcing extra DDD on you. Continued Monthly Residence (CMR) Form The CMR form must be completed for facility claims by an authorized representative of the facility on a monthly basis and submitted with the bill (s) after the end of each month. Allianz receives document and process surrender. Get this form now! Different rules apply to Roth IRAs. allianz form s2043 Allianz Life Insurance Company of North America PO Box 59060 Minneapolis, MN 55459-0060 Phone: 800.950.1962 Fax: 763.582.6004 Overnight Address: 5701 Golden . The amount of income tax withheld will reduce the death benefit value dollar for dollar. To submit a request for an eligibility determination, a claim form and additional information is required to initiate this If you choose to assign your long-term care insurance benefits to a covered provider, you must submit the Direction to No additional withdrawals are necessary. Why is the taxable amount not determined Box 2b checked? Prudential Global Beneficiary Designation Form. Log inand go to "Personal Accounts. Many prospective customers may find it hard to trust an annuity firm, but the industry has put in place guidelines to evaluate these companies. We encourage you to contact your financial professional before making any final decisions regarding RMD. You can also ask your tax professional if an RMD is required from your contract. Fax When you call, well ask you to provide the contract number or Social Security number (SSN) of the deceased. For tax-qualified annuities, your first annuity payment must be issued by December 31 in the year after the death in order to avoid potential tax penalties. Claim Professional realestate Form. Distributions (e.g., required minimum distributions, loans from nonqualified annuities, full or partial surrenders, annuitization payments, and annuity claim proceeds). Allianz Global Assistance and Allianz Travel Insurance are brands of AGA Service Company. Rating: 4.8/5 (52) Minneapolis, MN 55459-0060, Allianz Life Insurance Company of North America Upon receipt of the required documents, we will process your claim within 10 business days or within the applicable state requirements. Allianz Life Insurance Company of North America Minneapolis, MN 55459-0060, Variable and index variable annuities If you perform an eligible 60-day rollover (indirect rollover), the IRS Form 5498 from the receiving company should report the receipt of the indirect rollover contribution. If you have registered for an online account, this information can be found by logging in to our secured website. What portion of my death benefit is taxable? Please note that online statements are not available for some clients. Agent Report - NB5029-EN-5. This form is designed to help you stay organized while submitting a new home health care claim. Once youve received your claim form packet, please complete and return it to us at: Fixed Annuities and Life Insurance Policies: Allianz Life Insurance Company of North America This document outlines the forms that are necessary to file a new claim under your SHIP long-term care policy and You may also be able to request a withdrawal or schedule a required minimum distribution (RMD) payment stream. See Also: Continued monthly residence form cmrVerify It Show details, 5 hours ago How to fill out the Form allianz on the internet: To get started on the form, use the Fill & Sign Online button or tick the preview image of the blank. Genworth's long term care insurance forms will assist you with conducting authorizations, changing your name/address, naming a beneficiary, changing your long term care coverage and conducting other updates to your policy/certificate. Share your form with others Send allianz form s2043 via email, link, or fax. PO Box 1344 (typically, consisting of 3 to 9 members) Claim Form for non-underwritten groups. Keep proof of payment/mailing. Claim Professional largelawfarmprofliability Form. office. Any traditional/personal IRA contributions you make directly to the SEP IRA will be reported in Box 1. Typically, the Fair Market Value (FMV) in Box 5 is the only information provided. As an issuer of the Individual Retirement Annuity (IRA), we are required to provide you and the IRS information on the contract annually. Collateral assignments or taxable ownership changes on nonqualified annuities. Alternatively, you can submit the form via email, mail, or fax. International Corporate Health Insurance | Allianz Summit Upload Policy Service and Claim Forms | My Bankers Life Enter your official contact and identification details. Allianz 222 Annuity provides the typical features of fixed index annuities including principal protection from market downturns, the potential for tax-deferred growth, options for lifetime retirement income, and a death benefit for your beneficiaries. Or, download the form below associated with your contract or policy andlog into upload the completed form. Fixed annuities 763.582.6002 The death benefit is generally not taxable to the beneficiary. 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S2070-01, Buyer's Guide for Fixed Deferred Annuities - ANB-LE (1999), Buyer's Guide for Fixed Deferred Annuities - ANB-LE (2013) [Generic], Buyers Guide for Deferred Annuities (Variable) - ANB-LA [GA], Buyers Guide for Deferred Annuities - ANB-LV (2013) [AL-CO-FL-GA-IA-ME-MO-NH-OH-RI-TX-WV-WI], Buyers Guide to Fixed Indexed Annuities - NB4023 [VT], California Elder Disclosure - NBAL0053 [CA], California Senior (age 60 or older) Free Look - USA-699 [CA], Certification for 72(t) and 72(q) Withdrawals - USA-388N, Certification for 72(t) and 72(q) Withdrawals - USA-388NY [NY], Certification of Attorney-in-Fact Form - NBAL0052, Certification of Attorney-in-Fact Form - NBAL0052-NY [NY], CI7 Qualified Plan Acknowledgement Form and ERISA Disclosure - CI7-ERPOS, Civil Union and Equality Act of 2011 Notice - NB6079 [DE], Client Contract Update Request - USA-383 [Generic], Client Contract Update Request - USA-383NY [NY], Command Provider Annuity Application - AIMS-CP [Generic], Command Provider Annuity Application - AIMS-CP-FL [FL], Command Provider Annuity Application - AIMS-CP-MA [MA], Command Provider Annuity Application - AIMS-CP-OR [OR], Command Provider Annuity Application - AIMS-CP-TX [TX], Commission Information Quick Guide - CIQG04, Connections Qualified Acknowledgement Form and ERISA Disclosure - CNT-ERPOS, Continuing Annuity Option Settlement Claim Form - S2069-01, Continuing Annuity Option Settlement Claim Form - S2069-NY [NY], Custom Income Flexible Rebalancing - USA-059 [Generic], Custom Income Variable Annuity Income Option Selection - CST-015 [Generic], Customer Authorization of Transfer by Third Party - USA-1300 [Generic], Customer Authorization of Transfer by Third Party - USA-1300-NY [NY], Customer Authorization of Transfer by Third Party Money Manager - USA-1301 [Generic], Customer Authorization of Transfer by Third Party Money Manager - USA-1301-NY [NY], Disclosure Form/Preliminary Contract Summary - 222-SOU-AZ [AZ], Disclosure Form/Preliminary Contract Summary - ABC-SOU-AZ [AZ], Disclosure Form/Preliminary Contract Summary - Allianz 360 - 360-SOU-AZ [AZ], Disclosure Form/Preliminary Contract Summary - Allianz Core Income 7 - CI7-SOU-AZ [AZ], Disclosure to California Residents (age 65 or older) - USA-090 [CA], Disclosure to Minnesota Resdients - Index Advantage ADV - IXA-DISC-MN2-ADV [MN], Disclosure to Minnesota Residents - Index Advantage ADV - IXA-DISC-MN2-NF [MN], Disclosure to Minnesota Residents - Index Advantage Income - IAI-DISC-MN2, Dollar Cost Averaging (DCA) - PLI-030NY [NY], Dollar Cost Averaging (DCA) - Retirement Pro - PLI-103-NY [NY], Dollar Cost Averaging (DCA) - USA-354 [Generic], Dollar Cost Averaging - Alterity/ Rewards - USA-1650, Enhanced Withdrawal Benefit (EWB) Election Form - S2291, Entity Customer Information Form - NBAL0055 [Generic], Entity Customer Information Form - NBAL0055-NY [NY], ERISA Section 408(b)(2) Disclosure - DISC52575-ERPOS, ERISA Section 408(b)(2) Disclosure - DISC54370-ERPOS, ERISA Section 408(b)(2) Disclosure - DISC59951-02-ERPOS, ERISA Section 408(b)(2) Disclosure - DISC95374-ERPOS, ERISA Section 408(B)(2)Disclosure - DISC95376-ERPOS, Five Year Deferral Service Form - S2241 [Generic], Five Year Deferral Service Form - S2241-NY [NY], Flexible Rebalancing - Alterity/ Rewards - USA-1651, Flexible Rebalancing - Retirement Pro - PLI-104-NY [NY], Income Maximizer Rider Disclosure Form - SOU95331-03-AZ [AZ], Income Maximizer Rider Statement of Understanding - SOU95331-03 [Generic], Income Maximizer Rider Statement of Understanding - SOU95331-03-CT [CT], Income Maximizer Rider Statement of Understanding - SOU95331-03-FL [FL], Income Maximizer Rider Statement of Understanding - SOU95331-03-OK01 [OK], Income Maximizer Rider Statement of Understanding - SOU95331-03-WI [WI], Income Maximizer Rider Statement of Understanding - SOU95331-GMV-03 [DE-IL-OH-TX], Income Maximizer Rider Statement of Understanding - SOU95331-GMV-03-NC [NC], Income Maximizer Rider Statement of Understanding - SOU95331-GMV-03-NJ [NJ], Income Maximizer Rider Statement of Understanding - SOU95331-ICC-04 [MN-MO-MS-UT], Income Maximizer Rider Statement of Understanding - SOU95331-ICC-04-OR [OR], Income Maximizer Rider Statement of Understanding - SOU95331-ICC-04-PA [PA], Income Maximizer Rider Statement of Understanding - SOU95331-ICC-NFWR-04 [AK-WA], Income Maximizer Rider Statement of Understanding - SOU95331-MSRP-03-CA [CA], Income Maximizer Rider Statement of Understanding - SOU95331-NFWR-03 [MA-SD], Income Payment Selection/Change Form - IAI-153 [Generic], Income Plus / Simple Income Benefit Election Form for Contract - S2212-1, InCommandDex Annuity Request for Annuity Settlement Options - S2160, Index Advantage ADV Qualified Plan Acknowledgement Form and ERISA Disclosure - IXA-ERPOS-ADV, Index Advantage ADV Variable Annuity Application Tipsheet - IXA-001-ADV, Index Advantage Income Qualified Acknowledgement Form and ERISA Disclosure - IAI-ERPOS, Index Advantage Income Variable Annuity Application - IAI-APP-03 [CA-DE-ND-SD], Index Advantage Income Variable Annuity Application - IAI-APP-03-FL [FL], Index Advantage Income Variable Annuity Application - IAI-APP-03-LA [LA], Index Advantage Income Variable Annuity Application - IAI-APP-03-NC [NC], Index Advantage Income Variable Annuity Application - ICC20-IAI-APP-03 [Generic], Index Advantage Income Variable Annuity Application - ICC20-IAI-APP-03-NJ [NJ], Index Advantage Income Variable Annuity Application - ICC21-IAI-APP-03-MN [MN], Index Advantage Income Variable Annuity Application Tipsheet - IAI-001, Index Advantage New York Qualified Plan Acknowledgement Form and ERISA Disclosure - INY-ERPOS [NY], Index Advantage New York Regulation 60 Forms Package - INY-055 [NY], Index Advantage NF Qualified Plan Acknowledgement Form and ERISA Disclosure - IXA-ERPOS-NF, Index Advantage NF Variable Annuity Application Tipsheet - IXA-001-NF, Index Advantage Qualified Plan Acknowledgement Form and ERISA Disclosure - IXA-ERPOS, Index Advantage Variable ADV Annuity Application - ICC20-IXA-APP-03-ADV [Generic], Index Advantage Variable ADV Annuity Application - ICC20-IXA-APP-03-NJ-ADV [NJ], Index Advantage Variable ADV Annuity Application - ICC21-IXA-APP-03-MN-ADV [MN], Index Advantage Variable ADV Annuity Application - IXA-APP-03-ADV [CA-DE-ND-SD], Index Advantage Variable ADV Annuity Application - IXA-APP-03-FL-ADV [FL], Index Advantage Variable ADV Annuity Application - IXA-APP-03-LA-ADV [LA], Index Advantage Variable ADV Annuity Application - IXA-APP-03-NC-ADV [NC], Index Advantage Variable ADV Annuity Application - IXA-APP-MOWA-01-ADV [MO-WA], Index Advantage Variable ADV Annuity Application - IXA-APP-MT-ADV [MT], Index Advantage Variable Annuity Application - F40538-02-NY [NY], Index Advantage Variable Annuity Application - ICC20-IXA-APP-03 [Generic], Index Advantage Variable Annuity Application - ICC20-IXA-APP-03 [HI], Index Advantage Variable Annuity Application - ICC20-IXA-APP-03-NJ [NJ], Index Advantage Variable Annuity Application - ICC21-IXA-APP-03-MN [MN], Index Advantage Variable Annuity Application - IXA-APP-03 [CA-DE-ND-SD], Index Advantage Variable Annuity Application - IXA-APP-03-FL [FL], Index Advantage Variable Annuity Application - IXA-APP-03-LA [LA], Index Advantage Variable Annuity Application - IXA-APP-03-NC [NC], Index Advantage Variable Annuity Application - IXA-APP-MOWA-01 [MO-WA], Index Advantage Variable Annuity Application Tipsheet - INY-016 [NY], Index Advantage Variable Annuity Application Tipsheet - IXA-001, Index Advantage Variable NF Annuity Application - ICC17-IXA-APP-NF [MT], Index Advantage Variable NF Annuity Application - ICC20-IXA-APP-03-NF [Generic], Index Advantage Variable NF Annuity Application - ICC20-IXA-APP-03-NJ-NF [NJ], Index Advantage Variable NF Annuity Application - ICC21-IXA-APP-03-MN-NF [MN], Index Advantage Variable NF Annuity Application - IXA-APP-03-FL-NF [FL], Index Advantage Variable NF Annuity Application - IXA-APP-03-LA-NF [LA], Index Advantage Variable NF Annuity Application - IXA-APP-03-NC-NF [NC], Index Advantage Variable NF Annuity Application - IXA-APP-03-NF [CA-DE-ND-SD], Index Advantage Variable NF Annuity Application - IXA-APP-MOWA-01-NF [MO-WA], Index Anniversary Rebalance Form - IAI-022 [Generic], Index Anniversary Rebalancing and Transfers between the Allocation Options - INY-019 [NY], Index Anniversary Rebalancing and Transfers between the Allocation Options - IXA-022, Individual Customer Information Form - NBAL0054 [Generic], Individual Customer Information Form - NBAL0054-NY [NY], Interested Party Statement Request - USA-851 [Generic], Interested Party Statement Request - USA-851-NY [NY], Investment Advisor Representative Client Authorization - NBAL0043, Investment Advisor Representative Client Authorization - NBAL0043-NY [NY], Investment Advisor Representative Information - NBAL0044, Investment Advisor Representative Information - NBAL0044-NY [NY], Investment Allocation Guide - VNY-142 [NY], Investment Allocation Guide - VSN-145 [Generic], IRA Excess Contribution Removal Form - S2235, IRA Excess Contribution Removal Form - USA-1506 [Generic], IRA Excess Contribution Removal Form - USA-1506-NY [NY], Lifetime Withdrawal Benefit/Income Maximizer Election Form - S2212-PREFD, Military Sales Forms Packet - USA-1461 [Generic], Military Sales Forms Packet - USA-1461 [NY], Non-Individual Ownership Form - NB6059-NY [NY], Non-Individual Ownership Form - PLI-086 [NY], Non-Individual Ownership Form - USA-1327 [Generic], Nonresident Sales Form - Information Page - NBAL6078, Nonresident Sales Form - Information Page - NBAL6078-NY [NY], Notice Regarding Medi-Cal Eligibility (Fixed) - NB5003-CA [CA], Notice Regarding Medi-Cal Eligibility (Variable) - NB5003-CA [CA], Notice to Connecticut Financial Professionals - IXA-DISC-CT2 [CT], Partial Settlement Options Request for Contract - S2247, Partial Settlement Options Request for Contract - S2247-NY [NY], Performance Lock Request Form - INY-106 [NY], Policy Payment Electronic Funds Transfer (EFT) - Clients - S2071, Policy Payment Electronic Funds Transfer (EFT) - Clients - S2071-NY [NY], PRIME - Guaranteed Partial Withdrawal Benefit (GPWB) Payment Election - 403(b) - PLI-100-NY [NY, PRIME - Guaranteed Partial Withdrawal Benefit (GPWB) Payment Election - 403(b) - USA-1567 [Generic], PRIME - Guaranteed Partial Withdrawal Benefit (GPWB) Payment Election - USA-1519 [Generic], PRIME Plus (GPWB) Payment Election - USA-1520, Producer Change Request - S2249 [Generic], Product Suitability Form - NB3051 [Generic], Product Suitability Form - NB3051-CA [CA], Product Suitability Form - NB3051-FL-02 [FL], Product Suitability Form - NB3051-MA [MA], Product Suitability Form - NB3051-MT [MT], Product Suitability Form - NB3051-NJ [NJ], Qualified Disbursement Request - S2085-NY [NY], Qualified Plan Acknowledgement - USA-337-NY [NY], Qualified Plan Acknowledgement and Custodial IRA Agreement - S2236, Qualified Plan Acknowledgement and Custodial IRA Agreement - S2236-NY [NY], Quick Tips for Completing the NY Reg 60 Disclosure Statement - PLI-120-NY [NY], Reg 60 Part D Tipsheet - Index Advantage NY - PLI-125-NY-IXA [NY], Reg 60 Part D Tipsheet - Retirement Pro NY - PLI-125-NY-RET [NY], Registered Representative Appointment Request - USA-678A [Generic], Registered Representative Appointment Request - USA-678NY [NY], Regulation 60 Disclosure Statement - NB2273-NY [NY], Regulation 60 Sales Material Checklist - NB2274-NY [NY], Regulation 60 Sales Material Checklist - PLI-081-NY [NY], Regulation 60 Six-Step Process - NB2278-NY [NY], Regulation 60 VA Disclosure Statement - PLI-092-NY [NY], Regulation 60 VA Replacement - PLI-090-NY [NY], Replacement Comparison Worksheet (Fixed) - NBAL0023-AR [AR], Replacement Comparison Worksheet (Variable) - NBAL0023-AR [AR], Replacement Comparison Worksheet - NB6023, Replacement Comparison Worksheet Tip Sheet (Fixed) - NBAL0022-AR [AR], Replacement Comparison Worksheet Tip Sheet (Variable) - NBAL0022-AR [AR], Replacement List (Fixed) - NBAL0028-IL [IL], Replacement Notice (Fixed) - NBAL0026-IL [IL], Replacement Notice (Fixed) - NBAL0037-KS [KS], Replacement Notice (Fixed) - NBAL0038-KS [KS], Replacement Of Life Insurance Or Annuities (Fixed) - NBAL0021-MO [MO], Replacement Of Life Insurance Or Annuities (Variable) - NBAL0021-MO [MO], Replacement Packet (Fixed) - NBAL0001-01 [LA-VA], Replacement Packet (Fixed) - NBAL0001-MO [MO], Replacement Packet (Fixed) - NBAL0002-CA [CA], Replacement Packet (Fixed) - NBAL0003-DE [DE], Replacement Packet (Fixed) - NBAL0004-FL [FL], Replacement Packet (Fixed) - NBAL0005-GA [GA], Replacement Packet (Fixed) - NBAL0006-ID [ID], Replacement Packet (Fixed) - NBAL0007-IL [IL], Replacement Packet (Fixed) - NBAL0008-IN [IN], Replacement Packet (Fixed) - NBAL0009-MA [MA], Replacement Packet (Fixed) - NBAL0010-MI [MI], Replacement Packet (Fixed) - NBAL0011-MN [MN], Replacement Packet (Fixed) - NBAL0013-ANN-NV [NV], Replacement Packet (Fixed) - NBAL0014-OK [OK], Replacement Packet (Fixed) - NBAL0015-PA [PA], Replacement Packet (Fixed) - NBAL0017-TN [TN], Replacement Packet (Fixed) - NBAL0018-WA [WA], Replacement Packet (Fixed) - NBAL0019-WY [WY], Replacement Packet (Fixed) - NBAL0020-AR [AR], Replacement Packet (Variable) - NBAL0001-01 [LA-VA], Replacement Packet (Variable) - NBAL0001-MO [MO], Replacement Packet (Variable) - NBAL0002-CA [CA], Replacement Packet (Variable) - NBAL0003-DE [DE], Replacement Packet (Variable) - NBAL0004-FL [FL], Replacement Packet (Variable) - NBAL0005-GA [GA], Replacement Packet (Variable) - NBAL0006-ID [ID], Replacement Packet (Variable) - NBAL0007-IL [IL], Replacement Packet (Variable) - NBAL0008-IN [IN], Replacement Packet (Variable) - NBAL0009-MA [MA], Replacement Packet (Variable) - NBAL0010-MI [MI], Replacement Packet (Variable) - NBAL0011-MN [MN], Replacement Packet (Variable) - NBAL0013-ANN-NV [NV], Replacement Packet (Variable) - NBAL0014-OK [OK], Replacement Packet (Variable) - NBAL0015-PA [PA], Replacement Packet (Variable) - NBAL0017-TN [TN], Replacement Packet (Variable) - NBAL0018-WA [WA], Replacement Packet (Variable) - NBAL0019-WY [WY], Replacement Packet (Variable) - NBAL0020-AR [AR], Replacement Packet - NAIC/multi-state (Fixed) - NBAL0001, Replacement Packet - NAIC/Multi-state (Variable) - NBAL0001, Representative/Agent Change Form - PLI-037NY [NY], Representative/Agent Change Form - USA-374 [Generic], Request for Allocation Change Form - S2068, Request for Allocation Change Form - S2266, Request for Allocation Change Form - S2266-1, Request for Allocation Change Form - S2266-2, Request for Allocation Change Form - S2267-1 [CA-HI-ID-OK-OR-RI], Request for Allocation Change Form - S2267-2, Request for Allocation Change Form - S2268, Request for Allocation Change Form - S2268-1, Request for Allocation Change Form - S2269, Request for Allocation Change Form - S2269-1, Request for Allocation Change Form - S2269-2, Request for Allocation Change Form - S2269-3, Request for Allocation Change Form - S2269-SR, Request for Allocation Change Form - S2269-SR-1, Request for Allocation Change Form - S2269-SR-2, Request for Allocation Percentage Chage (Optionsa) - MasterDex X - S2213-SR-5, Request for Allocation Percentage Change - BonusDe Elite, FlexDex MC Elite - S2075, Request for IRA Contribution Recharacterization - SFAL-0006, Request for IRA Contribution Recharacterization - SFAL-0006-NY, Request for IRA Recharacterization - S2187, Request for IRA Recharacterization - USA-1504 [Generic], Request for IRA Recharacterization - USA-1504-NY [NY], Request for Roth IRA Conversion - SFAL-0008 [Generic], Request for Tax Reporting of Premature Distribution Due to Disability - USA-1299 [Generic], Request for Tax Reporting of Premature Distribution Due to Disability - USA-1299-NY [NY], Request to Change Contract Information - S2004 [Generic], Request to Change Contract Information - S2004-NY [NY], Required Minimum Distribution (RMD) - Retirement Pro - PLI-112-NY [NY], Required Minimum Distribution (RMD) - USA-382N [Generic], Required Minimum Distribution (RMD) - USA-382NY [NY], Required Minimum Distribution Election Form - S2230 [Generic], Required Minimum Distribution Election Form - S2230-NY [NY], Retirement Pro - Certification for IRC Sec 72(t) or 72(q) Withdrawals - PLI-111-NY [NY], Retirement Pro VA 72(t) or 72(q) Withdrawals - USA-1598, Retirement Pro VA Allocation Change Form - USA-1574, Retirement Pro VA Dollar Cost Averaging (DCA) - USA-1575, Retirement Pro VA Flexible Rebalancing - USA-1576, Retirement Pro VA Income Advantage Payment Selection/Change Form - USA-1577, Retirement Pro VA Income Advantage Payment Selection/Change Form - USA-1577-NJ, Retirement Pro VA Required Minimum Distribution (RMD) - USA-1585, Retirement Pro VA Systematic Withdrawal - USA-1578, Retirement Pro VA Withdrawal Request - USA-1597, RFA Qualified Plan Acknowledgement Form and ERISA Disclosure - RFA-ERPOS, Rollover Notice - 403(b) - SFAL-0002-NY [NY], Rollover Notice Regarding Retirement Plan Payments - PLI-095-NY [NY], Sep IRA Excess Contribution Removal Form - USA-1507 [Generic], Sep IRA Excess Contribution Removal Form - USA-1507-NY [NY], SEP or SIMPLE Excess Contribution Removal Form - S2234, Settlement for Annuity Benefits - S2043-NY [NY], Simple Income II Rider Statement of Understanding - SOU91050-2 [DE-IA-MN-OH], Source of Payment (Fixed) - NBAL0041-NY [NY], Source of Payment (Variable) - NBAL0041-NY [NY], State Withholding Tax Guide - NBAL0035-NY [NY], Statement of Understanding - Death Benefit Rider - NB2222 [Generic], Statement of Understanding - Death Benefit Rider - NB2222-AZ [AZ], Statement of Understanding - Death Benefit Rider - NB2222-MT [MT], Statement of Understanding - Death Benefit Rider - NB2222-OK [OK], Statement of Understanding - Flexible Withdrawal Rider - SOU95178-1 [Generic], Statement of Understanding - Flexible Withdrawal Rider - SOU95178-1-PA [PA], Statement of Understanding/Preliminary Contr.
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