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

• Electronic Fund Transfer Authorization
• Request for Preauthorized Check Plan (PACP) (Annuities and policies beginning w/NG)

Loans and Withdrawals

• Life Insurance Withdrawal/Surrender Request (Non-Pension)
• Directions to Surrender or Apply Dividends (Life Insurance)
• Take a Withdrawal or Required Minimum Distribution (RMD) (Pension & Annuity)
• Start Periodic Payments, Request Annuity Benefits or Start GLIR Payments
• Guide to 403(b) Loans
• Guide to 457 Loans
• Take Out a Loan

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

• NLIC Interest Crediting Strategies – Indexed Universal Life (IUL) (NY Only)
• NLIC Interest Crediting Strategies – Indexed Universal Life (IUL) (All states except NY)
• Change the Allocation or Transfer Amounts Between Interest Accounts
• LSW Interest Crediting Strategies – Indexed Universal Life (IUL)

Variable Product Forms

• Variable Product Fund Management Change Request Form
• Sentinel Advantage Variable Annuity After Issue Change Form
• Sentinel Advantage Variable Annuity Dollar Cost Averaging Request Form

Misc

• Lost Policy Form
• Form 1099-R Frequently Asked Questions
• W9 (common form)
• W4P
• Request for Paid Up Insurance (Whole Life Only)