ClaimForms - CNA Get your online template and fill it in using progressive features. Register or log in to access these forms online. Upon receipt of the required documents, we will process your claim within 10 business days or within the applicable state requirements. pdfFiller is not affiliated with any government organization. need to be returned. How to create an eSignature for the allianz care form. 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. PDF Claim Form - Allianz Care How do I request to stop it? Life insurance lifeinsurance@send.allianzlife.com, Mail Schedule secure automatic premium payments. Prudential Global Beneficiary Designation Form. You can sign up to receive notifications when new statements and other correspondence is available online. Once Ive submitted my beneficiary claim form packet, how long will it take to process? 457 Transfer Request - PLI-039NY [NY] ABC Lifetime Withdrawal Election Form - . If you will receive the first payment outside of these timeframes, contact us to discuss your specific situation. Allianz Life Insurance Company of North America Get access to thousands of forms. You should receive a Form 1099-R from the distributing company. If Need help bajaj allianz life insurance customer care number:1800 209 7272. 360 Qualified Plan Acknowledgement Form and ERISA Disclosure - 360-ERPOS. Note: Additional documents may be required if you are a minor beneficiary, trust beneficiary, estate beneficiary, foreign beneficiary, or a qualified retirement plan beneficiary. 378, Fuxng N. Road, Taipei 10476, Taiwan. Get access to thousands of forms. 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. Section 1 Taxpayer s rst name M. I. Dochub is the best editor for changing your forms online. Use direct deposit to receive secure electronic payments. This checklist does not How do I know if Im scheduled for an RMD distribution? They can offer important benefits to help you accumulate for retirement, provide a level of protection for your savings, and offer guaranteed income for life. 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. Please note that online statements are not available for some clients. 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. Form 5498 is also used to report the year-end Fair Market Value information for your annuity. 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. 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. This form is designed to help you stay organized while submitting a new home health care claim. Begin the process by filling out a few questions about the annuity contract owner or life insurance policy owner or by calling one of our representatives. In November 2020, the CalPERS board approved a rate increase on all Long-Term Care Program policies that was phased in over two years. 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). Box Area Code / Phone Unlisted Mailing Address If different from above i.e. Requests for a withdrawal from a fixed annuity can be made online. P. O. Email How do I request a withdrawal from my annuity contract or life insurance policy? 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. Past statements on active Allianz policies and contracts are available online. PDF CLAIM FORM - Allianz Care If this form is not submitted with your claim form it may delay our handling of your claim. Last name Spouse s rst name only if married ling jointly Taxpayer s Social Security Our surrender process: Submit complete document to Allianz Life branch. The 2022 IRS Form 5498 will reflect this change and will not show an RMD is required in 2023 for individuals whoare impacted. ", You can make beneficiary changes online. To request your RMD withdrawal, please download and complete the form associated with your contract or policy andlog into upload the completed form. Please see information in the above question for details on how to terminate a payment. Fax 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. Share your form with others Send allianz form s2043 via email, link, or fax. Fixed annuities 763.582.6002 Typically, a policy with three years of successful premiums paid acquires a surrender value. Please check your spelling or try another term. CLAIM FORM202 KB Also available in the following languages: ARABIC CLAIM FORM241 KB CHINESE CLAIM FORM619 KB LATVIAN CLAIM FORM238 KB RUSSIAN CLAIM FORM306 KB Regional Healthcare Plans Be cautious of investment opportunities tied to COVID-19, especially those based on claims that a small companys products or services can help stop the virus. Save time and skip the bank line by signing up for direct deposit for one-time and recurring withdrawals. The death benefit amount that you receive from the contract or policy may also vary based on your death benefit payment option that you elect. Once your contract is annuitized, each annuity payment is considered your Required Minimum Distribution (RMD). By completing and Different rules apply to Roth IRAs. I understand that in the event. Click the Start a claim button to start the claims process. How does Allianz ensure that my best interests are protected when purchasing an annuity or life insurance? 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. You can begin the claims process online or by contacting us by phone. Please note that online statements are not available for some clients. We will contact the beneficiary for additional information if needed. For example, they might use cdc.com or cdc.org instead of cdc.gov.. We will contact the beneficiary if additional information is needed. Once you have registered your account online, you can log into select your eDelivery preferences. The option is available to have your long-term care policy premiums deducted directly from your checking or savings Typically, the Fair Market Value (FMV) in Box 5 is the only information provided. 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. 02. This form is required to recognize and work with deponents as the sole, legal, equitable, and unrestricted heirs to the The transfer amount is added into your Fair Market Value in Box 5. allianz claim. You can call us to process an authorized debit of your bank account by phone. Learn more about annuities. When can I expect to receive my year-end tax statements? Pay form to SHIP. Draw your signature, type it, upload its image, or use your mobile device as a signature pad. Why did I get a 1099-R? explains the time frames associated with filing a new claim. Cna continued monthly residence form Sunflower. The amount of income tax withheld will reduce the death benefit value dollar for dollar. Step-by-step guide to submitting a claim | Allianz Life If you can't find an answer to your question, please contact us. Fixed annuities and Life insurance. The total distribution amount will be reported in Box 1 (gross distribution), the taxable portion of the distribution will be reported in Box 2a (taxable amount), and the amount of after-tax contribution (cost basis) will be reported in Box 5. If you are covered by our International Healthcare Plans for Mexico, use this form to claim back eligible medical expenses. is it okay to take melatonin after covid vaccine. Our Claims Informationpage will help you learn about the process and what information you will need to provide. Since a transfer is also not reported on an IRS Form 1099-R, you should not receive a 1099-R from the previous company for a transfer. 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 does not accept starter checks. Use this step-by-step guide to fill out the Form allianz swiftly and with ideal accuracy. Please note that email notifications are not available for premium payment updates. Plan(s) only available to U.S. residents and may not be available in all jurisdictions. This checklist does not, This document outlines the forms that are necessary to file a new claim under your SHIP long-term care policy and, This form is designed to help you stay organized while submitting a new nursing facility claim. Log inand then go to "Archived Statements. Allianz Life Insurance Company of North America 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. 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. 7 a.m. to 6 p.m. Central time, 800.950.1962 Im a beneficiary can I create an account online? All you need is smooth internet connection and a device to work on. Choose My Signature. Representative must be appointed with Allianz Life Insurance Company of North America. 4. Alternatively, you can submit the form via email, fax, or mail: Fixed annuities See Also: Customer Service Templates Show details. SECTION 3: How to submit this form . 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. O. Use a check mark to point the choice wherever expected, See Also: Allianz ltc claim forms Show details, 2 hours ago If you are covered by one of our GlobalPass plans for Latin America, choose the relevant form below to claim back eligible medical expenses. We quickly transitioned into a work-from-home environment with the majority of our employees working remotely. If you are covered by our International Healthcare Plans for Hong Kong, use this form to claim back eligible medical expenses. Minneapolis, MN 55440-0561. We will contact the beneficiary for additional information if needed. Open it using the online editor and start editing. Claim managemnet Liability Form. 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. PO Box 561 Edit your form settlement option online Type text, add images, blackout confidential details, add comments, highlights and more. Claim Professional lawyers-profitability Form. Are there time limitations for filing a death claim? 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What is the due date (last date) that I can make a contribution for tax year 2022 to my Traditional IRA and/or Roth IRA? Minneapolis, MN 55459-0060, Variable and index variable annuities For individual members and underwritten groups, International Healthcare Plans for Singapore, CLAIM FORM FOR UNDERWRITTEN INDIVIDUAL MEMBERS AND GROUPS, International Healthcare Plans for Indonesia, International Healthcare Plans for Vietnam, International Health Insurance for Corporates, Small Business International Health Insurance, International Health Insurance for Diplomats, International Critical Illness Cover for Business, Short Term Health Insurance for Business Travel. Surrender approved (Approved within 4 working days for standard cases) Surrender payout via e-Payment (Payout within 5 working days). In addition, we continue to identify and provide new tools and technologies to help us stay connected with each other and our customers. Investor Education. To set up a trust account online please contact website support at 800.950.3347. Claim Healthcare Form. If you received distributions from multiple contracts, you will get a 1099-R for each contract. process. As an issuer of the Individual Retirement Annuity (IRA), we are required to provide you and the IRS information on the contract annually. If I want to elect annuitization payments to receive the death benefit, are there any time periods I need to be concerned with? Collateral Account Form (For non-retirement accounts only.) Allianz reports any amount that it receives via this method in Box 2 (Rollover Contributions) on Form 5498. Minneapolis, MN 55440-0561 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." If you have made any nondeductible contributions to an IRA, you should consult your tax professional to determine how much of the IRA distribution should be reported as taxable income. Accountholder Details , See Also: Free CatalogsVerify It Show details, 8 hours ago Allianz Life Insurance Company of North America 5701 Golden Hills Drive Minneapolis, MN 55416-1297 Mailing Transfer Form/Check to Allianz Allianz Fixed Annuity and Life Addresses: Residence address (street required) City State ZIP code Email address, 2 hours ago Continue without a policy # by selecting the company and policy type. Malicious actors and threats increase during times of crisis, particularly in the current environment. This form is designed to help you stay organized while submitting a new nursing facility claim. Allianz to provide up to 12.5 million euros of humanitarian assistance. Its a good idea to contact your financial professional or issuing agent to review and determine the best options for your situation. How do I find performance information for variable investment options? Rating: 4.8/5 (52) This means that although you will not have full access to the funds in a lump sum, you could have a taxable event. Where do I find my Form 1099-R statement? Allianz Life Insurance Company of North America I own a trust can I create an account online? June 1, 2020. . 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. 6 hours ago Fund Literature. account. My contract is annuitized and Im receiving annuity payments; what is my required distribution amount? The IRS requires the use of specific distribution codes for different types of distributions which need to be reported separately. PDF Long-Term Care Guide to Service Provider Payment - Facility - MetLife Ensure copies of current BLANK CMR forms are maintained by the facility. In addition, we are making sure financial professionals who work with Allianz Life have access to collaboration technologies to stay connected with clients. This document outlines the forms that are necessary to file a new claim under your SHIP long-term care policy and Policy Service and Claim Forms | My Bankers Life If you have registered for an online account, this information can be found by logging in to our secured website. This box is also generally checked for a distribution from an IRA (Traditional, SEP, SIMPLE or Roth). Customer Service FAQs | Allianz Life your physicians, medical practitioners, hospitals, clinics, etc. If you are covered by our International Healthcare Plans for Kuwait, use this form to claim back eligible medical expenses. PO Box 59060 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). Please allow 5-7 business days to receive your statement(s) by mail. The advanced tools of the editor will direct you through the editable PDF template. Making an investment and contending with different fund structures can be confusing. 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 form is required to verify the needs of the claimant. Minneapolis, MN 55459-0060, Allianz Life Insurance Company of North America Allianz Life Insurance Company of North America Why is there a taxable amount on a loan from a 403(b) annuity contract? 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. Allianz forms: Fill out & sign online | DocHub This form is required to recognize and work with deponents as the sole, legal, equitable, and unrestricted heirs to the, Due to HIPAA regulations, we are unable to release your personal information without your authorization. This form is provided for your convenience in the event your home health care provider does not have their own daily Just Now For Taiwan Investors only Allianz Global Investo rs Taiwan Limited, 5F, No. You may also be able to request a withdrawal or schedule a required minimum distribution (RMD) payment stream. Fixed annuities 763.582.6002 How is Allianz helping those impacted by COVID-19? ", Address changes can be made online. We will mail Form 1099-R by January 31, 2023. Senior Health Insurance Company Pennsylvania Continued Monthly How do I change my address and other contract information? June 29, 2022. 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S2213-14, Allocation Change Request Form - S2213-15, Allocation Change Request Form - S2213-16, Allocation Change Request Form - S2213-17, Allocation Change Request Form - S2213-18, Allocation Change Request Form - S2213-19, Allocation Change Request Form - S2213-20, Allocation Change Request Form - S2213-SR-20, Allocation Change Request Form - S2213-SR-9, Allocation Change Request Form - S2305 [IA], Allocation Change Request Form - S2306 [NH], Annuitant Change Request - SFAL0018-LA [LA], Annuitization Quote Request - PLI-119-NY [NY], Annuitizing Annuity and Life Contracts - PLI-115-NY [NY], Annuitizing Annuity and Life Contracts Packet - PLI-107-NY [NY], Annuitizing Annuity and Life Contracts Packet - USA-487 [Generic], Annuitizing Annuity Contracts and Life Insurance Policies - SFAL-0004, Annuitizing Annuity Contracts and Life Insurance Policies - SFAL-0004-NY [NY], Annuity Application - Bonus MasterDex - AP-50626-NY [NY], Annuity Application - ICC18-FIA-APP-ALT [IA], Annuity Application - ICC18-FIA-APP-MT [MT], Annuity Application - MasterDex - AP-50614-NY [NY], Authorization to Release Information - S2194, Authorization to Transfer Assets from a Financial Institution (Fixed) - S2255, Authorization to Transfer Assets from a Financial Institution (Fixed) - S2255-NY [NY], Authorization to Transfer Assets from a Financial Institution (Variable) - S2255, Authorization to Transfer Assets from a Financial Institution (Variable) - S2255-NY [NY], Automatic Investment Plan (AIP) Form - PLI-032-NY [NY], Automatic Investment Plan (AIP) Form - USA-1278 [Generic], Automatic Payment Plan - EFT Authrorization - NBAL0042, Automatic Payment Plan - EFT Authrorization - NBAL0042-NY [NY], Beneficial/Inherited IRA RMD Election Form - NBAL0036, Beneficial/Inherited IRA RMD Election Form - NBAL0036-NY, Beneficiary Designation Request - SFAL0012, Beneficiary Designation Request - SFAL0012-NY [NY], Beneficiary Stretch Distribution - PLI-098-NY [NY], Beneficiary Stretch Distribution - USA-1265N [Generic], Benefit Deposited with Interest Option Claim Form - 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.