allianz continued monthly residence form
What measures does Allianz have in place to help protect me from fraud? This document outlines the forms that are necessary to file a new claim under your SHIP long-term care policy and Minneapolis, MN 55416-1297, You can update your address, email, and mobile phone number online. If I want to elect annuitization payments to receive the death benefit, are there any time periods I need to be concerned with? If you forgot your username, please complete our Forgot username formand we will email your username to the email address associated with your account. Please consult a tax advisor on specifics regarding contributions for Traditional IRAs, Roth IRAs, SEP IRAs, and SIMPLE IRAs. Under My Policy, select Withdrawal Funds, select Start, select Setup RMD payment schedule, and follow the prompts to complete the request. Pay form to SHIP. 50 of the value of the food - Oaks Amusement Park, Gift Forms And Functions Exchang - ShopAmericaNG, CAMP CLARK WILLIAMSON FACILITY & GROUNDS USE POLICY. Allianz Global Investors is here to help. Many prospective customers may find it hard to trust an annuity firm, but the industry has put in place guidelines to evaluate these companies. If they are negotiable, or you make an offer you can change? Depending on the option selected, payment will be sent to the beneficiary. Claim Healthcare Form. We will mail Form 1099-R by January 31, 2023. See Also: Cna continued monthly residence form Show details, 7 hours ago 20202022 Form Allianz Life S2043 Fill Online, Printable . For tax-qualified annuities, your first annuity payment must be issued by December 31 in the year after the death to avoid potential tax penalties. All Overnight Mail A+ (Superior) and A (Excellent) are the 2nd and 3rd highest, respectively, of A.M. Best's 13 . 4. signNow combines ease of use, affordability and security in one online tool, all without forcing extra DDD on you. Download the form below associated with your contract or policy and log in to upload the completed form. Create this form in 5 minutes! Email: longtermcareclaims@metlife.com You can Surrender Bajaj Allianz Life insurance policy online on our portal. What do I do if I forgot my account password? To request your RMD withdrawal, please download and complete the form associated with your contract or policy andlog into upload the completed form. Direction to Pay View More. How do I request a withdrawal from my annuity contract or life insurance policy? Types of beneficiaries may include an individual, minor, trust, estate, or a qualified retirement plan. Agent Agreement - M1087. If you are covered by one of the International Healthcare Plans for Vietnam, choose the relevant form below to claim back eligible medical expenses. Decide on what kind of signature to create. If you have more than one Allianz contract, please verify that you have specified the correct contract number. Claim Professional lawyers-profitability Form. Why is there a taxable amount on a loan from a nonqualified annuity? Policy not found You may continue without a policy number; however, you will need to print and mail or fax back the signed, completed form along with any required supporting documents to our home office. LOGIN NOW If you choose to assign your long-term care insurance benefits to a covered provider, you must submit the Direction to ", Beneficiary changes can be made online. Follow the simple instructions below: The times of distressing complex tax and legal documents have ended. Be aware that scammers often employ addresses that differ only slightly from those belonging to the entities they are impersonating. Upon receipt of the completed claim form packet and certified death certificate, the Allianz Claims department will evaluate your claim within 10 business days (or within applicable state requirements). allianz continued monthly residence form allianz claim Create this form in 5 minutes! We strongly encourage all customers to consult their financial professionals about their unique personal needs and situation. To get started on the form, use the Fill & Sign Online button or tick the preview image of the blank. Enter your official contact and identification details. Minneapolis, MN 55416-1297 This checklist does not, If you choose to assign your long-term care insurance benefits to your covered provider, this form is required from your, Authorization to Release Medical Information, W-9 Request for Taxpayer Identification Number and Certification. : Contract/Warranty Not applicable. Register or log in to access these forms online. The death benefit from a Roth IRA may be income tax free if certain requirements are met. Are there time limitations for filing a death claim? Surrender approved (Approved within 4 working days for standard cases) Surrender payout via e-Payment (Payout within 5 working days). This form is provided for your convenience in the event your home health care provider does not have their own daily The surrender value is paid to the policyholder at the time of surrender. calpers long term form one-size-fits-all solution to design calpers continued monthly residence form? By using this site you agree to our use of cookies as described in our, allianz authorization to transfer funds form, allianz withdrawal request form for annuity contract. Allianz 222 Annuity Disclosure - 222-DISC-NJ [NJ] (typically, consisting of 3 to 9 members). Fixed annuities and Life insurance. If you must use the United States Postal Service (USPS) to pay premium, allow significant additional time and protect yourself by using the priority mail service or by securing a Certificate of Mailing. What if I have questions about my claim or benefit payment options? Get Form. 101-C series or 101-P series, depending on your state of residence and plan chosen. Reminder: If you complete an IRA-to-IRA indirect rollover, you generally cannot, within a 12-month period from the date you received the distribution, make another indirect rollover of a distribution from any of your IRAs to another IRA. Sign it in a few clicks Draw your signature, type it, upload its image, or use your mobile device as a signature pad. 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. We will mail Forms 1099-R and 5498 by January 31, 2023. This form is designed to help you stay organized while submitting a new home health care claim. Producer Services 763.582.6005, To change your account allocation, log inand go to " Personal Accounts. This checklist does not Where do I find my Form 1099-R statement? An RMD may be required even if the box is not checked (i.e., Inherited IRAs). What portion of my death benefit is taxable? Variable annuities 763.765.7912 PO Box 1344 We also monitor your product for suspicious requests or transactions, and confirm any changes to your account in writing. Original forms cannot be modified and resubmitted. Plan(s) only available to U.S. residents and may not be available in all jurisdictions. progress notes or billing forms. Upon receipt of the required documents, we will process your claim within 10 business days or within the applicable state requirements. You can call us to process an authorized debit of your bank account by phone. Claim Healthcare Form. Allianz Care offers Emergency Healthcare Plans for groups who only wish to cover the medical emergencies of employees travelling abroad. Avoid mail delays with recurring automatic payments. Please note that online statements are not available for some clients. return completed form to: claims department/2700 west plano parkway/plano, tx 75075 800.251.7254/ FAX: 866.586.6528 - - Male Female IRS Form 5498 is used for reporting IRA contribution information, such as contributions and rollovers to Traditional IRAs, Roth IRAs, SEP IRAs, and SIMPLE IRAs. Get access to thousands of forms. Any employer contributions will show as SEP IRA contributions. Claim managemnet Liability Form. If you are covered by our International Healthcare Plans for Hong Kong, use this form to claim back eligible medical expenses. Just Now allianz continued monthly residence form. Any determination that is to be made, such as to policy values, beneficiary, claim eligibility, or policy status, will take place. June 1, 2020. . Many updates and improvements! 2019 Daily-catalog.com. See your Form 1099-R instructions regarding Box 7 for IRS distribution code information. Agent Instant Commissions - M1060. This means that although you will not have full access to the funds in a lump sum, you could have a taxable event. Allianz Life Insurance Company of North America If you are covered by one of the International Healthcare Plans for Indonesia, choose the relevant form below to claim back eligible medical expenses. This checklist does not Use professional pre-built templates to fill in and sign documents online faster. PO Box 59060 Please be aware there may be different death benefit values available to a beneficiary depending upon the claim option that is elected. I hereby authorize the Allianz Funds to provide copies of my monthly account statements to the individuals set forth below. Log inand then go to "Archived Statements. We will contact the beneficiary if additional information is needed. A loan from a nonqualified annuity is considered a taxable event (if there were gains in the contract up to the amount of the loan), even if it was paid back in the same year. Please note that online statements are not available for some clients. Please refer to the account number box on the 1099-R. If you can't find an answer to your question, please contact us. This form is designed to help you stay organized while submitting a new nursing facility claim. See your Form 1099-R instructions regarding Box 7 for IRS distribution code information. If you have an RMD due in 2023, an RMD Election Form can be completed and submitted to us by mail or fax. Preview 800.950.1962. Edit your form settlement option online Type text, add images, blackout confidential details, add comments, highlights and more. If you are covered by our International Healthcare Plans for Lebanon, use this form to claim back eligible medical expenses that occurred outside of Lebanon. Our highest priority is the health and well-being of our customers, partners, and employees during these extraordinary times. How do I know if Im scheduled for an RMD distribution? submitting this form to us you give us authorization to obtain personal information, including health information, from Use direct deposit to receive secure electronic payments. Employer contributions to a SEP IRA will be reported in Box 8. 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. An IRA-to-IRA indirect rollover occurs when money is received by you from one IRA and redeposited into another IRA within 60-days of receipt of the funds. If you are covered by our International Healthcare Plans for the UAE, use this form to claim back eligible medical expenses. Why did I get a 1099-R? This form is required to recognize and work with deponents as the sole, legal, equitable, and unrestricted heirs to the If you defaulted on loan payments from a 403(b) contract, the remaining loan balance is reported as taxable; however, the loan is still outstanding. PHONE: (800) 621-3724. You can begin the claims process online or by contacting us by phone. If you will receive the first payment outside of these timeframes, contact us to discuss your specific situation. Jackson recognizes that information security is critical to maintaining the trust of our customers and advisors. Personal contributions are reported on the form for the year for which the contributions were made. Why does the Form 5498 show no contributions? explains the time frames associated with filing a new claim. What changes can I make to my account online? Just Now For Taiwan Investors only Allianz Global Investo rs Taiwan Limited, 5F, No. Complete the quick two-step registration process to access your Allianz account online. to assign benefits to the care provider, but not the rights under the policy. One can fi nd out the surrender value of the policy on the online portal of the insurance company. Open them in the editor, fill out, e-sign, and share them right from your browser. How is Allianz helping those impacted by COVID-19? Fax Please see information in the above question for details on how to terminate a payment. Representative must be appointed with Allianz Life Insurance Company of North America. Make a phone payment. Allianz receives document and process surrender. You will also need to complete Section 5 tax withholding information if you wish to elect out of federal tax withholding. Long-term disability LTD benefits replace 66 23 of your base monthly. Your cost basis has been increased to the extent of any gain reported on Form 1099-R as taxable, so you will not be taxed on this amount twice. Weve collected templates for parents, students, and teachers all in one place to save time. Complete the blank fields; involved parties names, places of residence and phone numbers etc. If you own an Allianz policy or contract, you can register for online access. Please read the "To File a Claim" instructions included in the Claim Information Package. We will contact the beneficiary if additional information is needed. 378, Fuxng N. Road, Taipei 10476, Taiwan. need to be returned. If you will receive the first payment outside of these timeframes, contact us to discuss your specific situation. If you do not elect out of withholding, an amount equal to 10% withholding of the taxable amount for federal income tax (plus any mandatory state income tax if applicable) will be withheld. Fixed annuities 763.582.6002 We've got more versions of the allianz beneficiary change form form. The IRS instructions require reporting on IRS Form 1099-R in this manner. Select the right allianz beneficiary change form version from the list and start editing it straight away! Complete each fillable area. Mail your physicians, medical practitioners, hospitals, clinics, etc. This means that although you will not have full access to the funds in a lump sum, you could have a taxable event. Once Ive submitted my beneficiary claim form packet, how long will it take to process? Typically, the Fair Market Value (FMV) in Box 5 is the only information provided. 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. A 1035 exchange is reportable, but not taxable. See Also: Customer Service Templates Show details. Allianz Life Insurance Company of North America My contract is annuitized and Im receiving annuity payments; what is my required distribution amount? How do I know if Required Minimum Distributions (RMDs) have been set up on my contract? This form is required to verify the needs of the claimant. Please send your fully completed Claim Form(s) with any supporting invoices/receipts (credit card slips cannot be accepted) as follows: Scan and email to: claims@allianzworldwidecare.com Fax to: + 353 1 645 4033 or Post to: Claims Department, Allianz Worldwide Care, 15 Joyce Way, Park West Business Campus, Nangor Road, Dublin 12, Ireland. As the issuer of the individual retirement annuity (IRA), we are required to provide you and the IRS information on your contract annually. The transfer amount is added into your Fair Market Value in Box 5. Or, download the form below associated with your contract or policy andlog into upload the completed form. : (886) 2 8770 9888 Fax : 0800 088 112 . Typically, a policy with three years of successful premiums paid acquires a surrender value. In times like these, financial matters may be the last thing on your mind. Collateral assignments or taxable ownership changes on nonqualified annuities. Agent Report - NB5029-EN-5. Section 1 Taxpayer s rst name M. I. 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. Due to HIPAA regulations, we are unable to release your personal information without your authorization. Research any charities or crowdfunding sites soliciting donations in connection with COVID-19 before giving any donation. Send allianz beneficiary forms nb6059 via email, link, or fax. Contact us for assistance. Fax Otherwise, you can report suspected fraud by calling the National Center for Disaster Fraud (NCDF) hotline (1-866-720-5721) or by e-mailing the NCDF at disaster@leo.gov. Please note: If a claim isn't filed within a certain number of years after the death, it is considered unclaimed property and is sent to the state in accordance with state requirements. 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." By using this site you agree to our use of cookies as described in our, Something went wrong! Forms that have been reused will not be honored. If your first non-tax qualified annuity payment is issued after one year from the date of death, the following will occur: We will report the entire taxable portion of the death benefit in the year in which the first payment is made. Im a beneficiary can I create an account online? Its a good idea to contact your financial professional or issuing agent to review and determine the best options for your situation. Allianz reports any amount that it receives via this method in Box 2 (Rollover Contributions) on Form 5498. Log in or registerand go to " Personal Accounts. Check the websites and email addresses offering information, products, or services related to COVID-19. The information on the form will be furnished to the IRS by the required due date. The display of third-party trademarks and trade names on this site does not necessarily indicate any affiliation or endorsement of daily-catalog.com. If you are covered by one of the International Healthcare Plans for Qatar, use this form to claim back eligible medical expenses. 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. covered provider. To get started, the following information will be helpful in submitting your claim: Frequently asked questions for returning claim form packet: What is a beneficiary? Rating: 4.8/5 (52) 0 share; SHARE ON TWITTER; Share on Facebook Agent Eligibility Quick Guide - AEQG04. If you had a taxable distribution in more than one resident state in a calendar year, a separate 1099-R would generate for each state. 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. I certify that to the best of my knowledge this Claim Form does not contain any false misleading or incomplete information. Allianz does not issue any tax reporting on custodial IRAs or qualified plans such as pension plans, Keoghs, 401(k) plans, or defined benefit plans. No additional withdrawals are necessary. Adhere to this straightforward guideline redact Allianz beneficiary change form in PDF format online for free: Try all the benefits of our editor today! 4 hours ago Please send your fully completed Claim Form(s) with any supporting invoices/receipts (credit card slips cannot be accepted) as follows: Scan and email to: [emailprotected] Fax to: + 353 1 645 4033 or Post to: Claims Department, Allianz Worldwide Care, 15 Joyce Way, Park West Business Campus, Nangor Road, Dublin 12, Ireland. 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 . It may be necessary for us to request additional information to reach an eligibility determination. Yes. Get Form How to create an eSignature for the continental casualty company continued monthly residence form What is the purpose of this annual tax summary? More. Ensure copies of current BLANK CMR forms are maintained by the facility. These can be obtained at any USPS kiosk or service counter. What is the difference between a tax-qualified and non-qualified annuity contract? 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. For example, they might use cdc.com or cdc.org instead of cdc.gov.. Success. This email with intrauterine growth, and who renders the dtf oversees the web at calpers continued care program pays the. How can I find my policy or contract value? Producer Services 763.582.6005. pdfFiller is not affiliated with any government organization. The beneficiary will receive a claim form packet from Allianz. After January 31, you can check to see if your statements are also available online by registering or logging in to your account and going to Current Statements." A death claim requires the beneficiary to complete and return the claim form packet with one copy of the certified death certificate. ", Address changes can be made online. Also available in the following languages: Typically, these groups consist of 10 or more members. Surrender Value: The Policy can be surrendered provided three full years premiums have been paid. Claim managemnet Liability Form. The group can be covered for single or multiple trips to the region where the healthcare plan is held for up to or a combined maximum of either: 90 travel days per insurance year each. 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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.