For non-tax-qualified annuities, your first annuity payment must be made within one year from the date of death. This form is provided for your convenience in the event your home health care provider does not have their own daily Fixed annuities 763.582.6002 The first increase of 52% took effect beginning in November 2021. I sent money from another IRA directly into this IRA at Allianz. We encourage you to contact your financial professional before making any final decisions regarding RMD. 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. You can also find past premium payment information by registering or logging in to our website. The advanced tools of the editor will direct you through the editable PDF template. Fixed annuities 763.582.6002 Policy Service and Claim Forms | My Bankers Life Note: Additional documents may be required if you are a minor beneficiary, trust beneficiary, estate beneficiary, foreign beneficiary, or a qualified retirement plan beneficiary. Representative/Agent Change Complete form and mail to address located on the bottom of this form. If you are covered by one of the International Healthcare Plans for Singapore, choose the relevant form below to claim back eligible medical expenses. If you are covered by one of our GlobalPass plans for Latin America, choose the relevant form below to claim back eligible medical expenses. Decide on what kind of signature to create. Also available in the following languages: Typically, these groups consist of 10 or more members. Upon receipt, the Allianz Claims department will evaluate your claim within 10 business days. If Need help bajaj allianz life insurance customer care number:1800 209 7272. Once logged in, go to My Policy," select Overview & Values," and scroll down to Required Minimum Distribution Values section. What do I do if I forgot my account password? Here are steps you can take to help protect yourself: Know when payments are due. How do I access my policy or contract online? PO Box 1344 We have answers to the most popular questions from our customers. Malicious actors and threats increase during times of crisis, particularly in the current environment. ", Mail It may be necessary for us to request additional information to reach an eligibility determination. Allianz 222 Annuity Disclosure - 222-DISC-NJ [NJ] This document outlines the forms that are necessary to file a new claim under your SHIP long-term care policy and Upon receipt of the required documents, we will process your claim within 10 business days or within the applicable state requirements. Just Now For Taiwan Investors only Allianz Global Investo rs Taiwan Limited, 5F, No. Application for Child Care Benefits - Ohio Department of Job and - jfs ohio. Or, download the form below associated with your contract or policy andlog into upload the completed form. 360 Qualified Plan Acknowledgement Form and ERISA Disclosure - 360-ERPOS. The beneficiary will receive a claim form packet from Allianz. We will mail Form 1099-R by January 31, 2023. The advanced tools of the editor will direct you through the editable PDF template. Tax forms will be sent to the beneficiary in the year following payment if applicable. Claim Healthcare Form. Use our full directory of educational documents to quickly search for student applications, college or sport registration forms, scholarship claims, and other related forms. Variable Annuities You can Surrender Bajaj Allianz Life insurance policy online on our portal. What if I have questions about my claim or benefit payment options? 02. Claim Professional lawyers-profitability Form. You can also update your address, email, username, password, or mobile phone number. If you are covered by our International Healthcare Plans for Hong Kong, use this form to claim back eligible medical expenses. If you own an Allianz policy or contract and have registered your account online, you can log into your account here. This email with intrauterine growth, and who renders the dtf oversees the web at calpers continued care program pays the. Variable annuities 763.765.7912 LOGIN NOW Be wary of unsolicited emails offering information, supplies, or treatment for COVID-19 or requesting your personal information for medical purposes. Fixed annuities 763.582.6002 Life insurance 763.582.6002 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 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. Apt. We will be looking into this with the utmost urgency, The requested file was not found on our document library. You should receive a Form 1099-R from the distributing company. Allianz Life Insurance Company of North America Collateral Account Form (For non-retirement accounts only.) Calpers Long Term Care Program Continued Monthly Residence Form Annuities are classified into two basic types: tax-qualified and non-tax-qualified. How do I request my Required Minimum Distribution (RMD) payment? Allianz company form: Fill out & sign online | DocHub Claim Professional accountant Form. You can also ask your tax professional if an RMD is required from your contract. Please consult a tax professional for any questions related to this reporting. Once you have registered your account online, you can log into select your eDelivery preferences. 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. The information on the form will be furnished to the IRS by the required due date. You can begin the claims process online or by contacting us by phone. Monday Thursday Open it using the online editor and start editing. 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. 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. How to fill out and sign bankers life casuality company continued monthly residence form online? Click the Start a claim button to start the claims process. We will contact the beneficiary if additional information is needed. Jackson recognizes that information security is critical to maintaining the trust of our customers and advisors. Agent/Rep Change of Address Form - M1217. Get access to thousands of forms. Complete a form for each month, on or after the last , See Also: Allianz life insurance forms Show details, 7 hours ago ALLIANZ LIFE Forms . Claim Professional architects_engineers Form. This site uses cookies to enhance site navigation and personalize your experience. A death claim requires the beneficiary to complete and return the claim form packet with one copy of the certified death certificate. Contact us for assistance. However, any claim interest paid as part of the death benefit may be taxable. If you own an Allianz policy or contract, you can register for online access. Life insurance lifeinsurance@send.allianzlife.com, Mail If you forgot your username, please complete our Forgot username formand we will email your username to the email address associated with your account. 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. submitting this form to us you give us authorization to obtain personal information, including health information, from 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. How do I know if Required Minimum Distributions (RMDs) have been set up on my contract? View More. You can sign up to receive notifications when new statements and other correspondence is available online. This means that although you will not have full access to the funds in a lump sum, you could have a taxable event. Sum - Allianz Core Income 7 - CI7-SOU-ICC-OR [OR], Statement of Understanding/Preliminary Contract Sum - Allianz Retirement Foundation - RFA-SOU-ICC-NJ, Statement of Understanding/Preliminary Contract Sum - Allianz Retirement Foundation - RFA-SOU-ICC-OR, Statement of Understanding/Preliminary Contract Sum - Allianz Retirement Foundation - RFA-SOU-ICC-PA, Statement of Understanding/Preliminary Contract Summary - 222-SOU [Generic], Statement of Understanding/Preliminary Contract Summary - 222-SOU-9.1 [Generic], Statement of Understanding/Preliminary Contract Summary - 222-SOU-CA [CA], Statement of Understanding/Preliminary Contract Summary - 222-SOU-FL [FL], Statement of Understanding/Preliminary Contract Summary - 222-SOU-IA [IA], Statement of Understanding/Preliminary Contract Summary - 222-SOU-ICC [AK-ID-IL-OH-TX-UT-WA], Statement of Understanding/Preliminary Contract Summary - 222-SOU-ICC-MX [MN-MO-MS], Statement of Understanding/Preliminary Contract Summary - 222-SOU-ICC-NC [NC], Statement of Understanding/Preliminary Contract Summary - 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Allianz Core Income 7 - CI7-SOU [Generic], Statement of Understanding/Preliminary Summary - Allianz Core Income 7 - CI7-SOU-CA [CA], Statement of Understanding/Preliminary Summary - Allianz Core Income 7 - CI7-SOU-FL [FL], Statement of Understanding/Preliminary Summary - Allianz Core Income 7 - CI7-SOU-GMV [DE], Statement of Understanding/Preliminary Summary - Allianz Core Income 7 - CI7-SOU-IA [IA], Statement of Understanding/Preliminary Summary - Allianz Core Income 7 - CI7-SOU-ICC, Statement of Understanding/Preliminary Summary - Allianz Core Income 7 - CI7-SOU-ICC-NC [NC], Statement of Understanding/Preliminary Summary - Allianz Core Income 7 - CI7-SOU-ICC-NJ [NJ], Statement of Understanding/Preliminary Summary - Allianz Core Income 7 - CI7-SOU-ICC-PA [PA], Statement of Understanding/Preliminary Summary - Allianz Core Income 7 - CI7-SOU-WI [WI], Supplemental Beneficiary Designation Form - NB2292, Supplemental Consumer Profile Form - NB6129-Supp [Generic], Systematic Withdrawal - 403(b) - PLI-096-NY [NY], Systematic Withdrawal - 403(b) - USA-1532 [Generic], Systematic Withdrawal - USA-381 [Generic], Systematic Withdrawal of Accumulated Benefits/Credits - S2258, Systematic Withdrawal of Credits Request - S2204, Systematic Withdrawal of Credits Request - S2204-NY [NY], Systematic Withdrawal Program - Retirement Pro - PLI-106-NY [NY], Systematic Withdrawal Request Form - S2082, Systematic Withdrawal Request Form - S2082-NY [NY], Telephone Authorization Form - USA-1337-NY [NY], Telephone Transaction Authorization Form - SFAL0019, Telephone Transaction Authorization Form - SFAL0019-NY [NY], Top Five Reasons that Paper Application Submissions are Considered NOT Good - USA-1754 [Generic], Transfer of Ownership Request - SFAL0013-NY [NY], Variable Annuity Claim Form - USA-1057-01-NY [NY], Variable Annuity Claim Form - USA-1057-02 [Generic], Variable Annuity Claim Form for Annuitized Contracts - USA-1645-01 [Generic], Variable Annuity Claim Form for Annuitized Contracts - USA-1645-NY [NY], Variable Product Annuitization Quote Request - 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You can also download it, export it or print it out. Fixed Annuities & Life Insurance 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. Variable annuities 763.765.7912 Allianz Continued Monthly Residence Form | Daily Catalog Email Allianz Life Insurance Company of North America If you had a taxable distribution in more than one resident state, a separate 1099-R would generate for each state. Section 1 Taxpayer s rst name M. I. 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. See Also: Cna continued monthly residence form Show details, 7 hours ago 20202022 Form Allianz Life S2043 Fill Online, Printable . No additional withdrawals are necessary. If you are covered by one of the International Healthcare Plans for Egypt, use this form to claim back eligible medical expenses. This box is also generally checked for a distribution from an IRA (Traditional, SEP, SIMPLE or Roth). Allianz Life Insurance Company of North America (Allianz), its affiliated companies, and their representatives and employees do not provide legal or tax advice. need to be returned. 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. We encourage all clients to plan ahead to avoid delays with physical mail that could negatively impact your life insurance policy. 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. To review your RMD payment schedule, register or log in to the Allianz Life website (www.allianzlife.com). deceased's estate. If the annuity contract is atax-qualified annuity, such as an IRA, the entire amount of the death benefit will generally be fully taxable. RMD information is displayed on the Policy Detail screen under Accounts. A confirmation letter will also be mailed under separate cover that includes payment and taxability details. PDF Forms | Shipltc Upon receipt, the Allianz Claims department will evaluate your claim within 10 business days. Minneapolis, MN 55459-0060, Allianz Life Insurance Company of North America PO Box 59060 How is Allianz helping those impacted by COVID-19? 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. We quickly transitioned into a work-from-home environment with the majority of our employees working remotely. 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. We follow a variety of procedures to verify that any annuity contract or life insurance policy you buy from us meets your stated needs. 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. No. The death benefit is generally not taxable to the beneficiary. The death benefit from a Roth IRA may be income tax free if certain requirements are met. Where can I find my policy or contract statement? 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. 4 hours ago Insurance benefits underwritten by BCS Insurance Company or Jefferson Insurance Company, depending on insureds state of residence and plan type. Can I surrender my Bajaj Allianz policy online? How can I avoid potential policy issues related to mail delivery delays? Agent Report - NB5029-EN-5. Plan(s) only available to U.S. residents and may not be available in all jurisdictions. I did a 1035 exchange of my nonqualified annuity or life insurance policy. If you click a merchant link and buy a product or service on their website, we may be paid a fee by the merchant. If you would like your contribution to be recorded for the 2022 tax year, please write 2022 contribution on your check. 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IAI-DISC-PA [PA], Allianz Index Advantage NF Disclosure - IXA-DISC-MN-NF [MN], Allianz Index Advantage NF Disclosure - IXA-DISC-NF [MA-PA-VA], Allianz MasterDex X Annuity Disclosure - DISC52575-NJ01 [NJ], Allianz PRIME Plus Benefit Election Form for Reset of Annual Increase - USA-1282 [Generic], Allianz PRIME Plus Benefit Selection - USA-1279 [Generic], Allianz Request for Tax Withholding Change - SFAL0010, Allianz Request for Tax Withholding Change - SFAL0010-NY [NY], Allianz Retirement Advantage Lifetime Income Payment Selection Form - REA-014 [Generic], Allianz Retirement Advantage Lifetime Income Payment Selection Form - REA-014-NJ [NJ], Allianz Retirement Advantage NY Lifetime Income Payment Selection Form - REA-014-NY [NY], Allianz Retirement Advantage NY Variable Annuity Dollar Cost Averaging Instruction - REA-012-NY [NY], Allianz Retirement Advantage Variable Annuity Dollar Cost Averaging (DCA) Instructions - REA-012, Allianz Retirement Advantage Variable Annuity Flexible Rebalancing Instructions - 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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.
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