Service Forms

Unless otherwise specified, all forms may be faxed to 802-229-7054 or mailed to National Life, 1 National Life Drive, Montpelier, VT 05604

Bank Draft

Annuity Distributions

Policy/Title Change

Beneficiary Agreement Request (Change Form)
Policy Change Request - Name, Owner, Payment Frequency or Tax Qualification (Use for Annuities Only)
Ownership Change Form – New Owner, Change Corporate Name, Show New Trustee of Existing Trust Owner (Use for Life Policies

Annuity Loans and Withdrawals

Allocation Changes

Variable Product Forms

Misc

QUICK LINKS

PERFORMANCE AND PROSPECTUS 1099-R FAQS MEDICAL QUESTIONNAIRES