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

Loans and Withdrawals

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

Allocation Changes

Variable Product Forms

Misc

QUICK LINKS

PERFORMANCE AND PROSPECTUS 1099-R FAQS MEDICAL QUESTIONNAIRES