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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)
Annuity Distributions
Take a Withdrawal or Required Minimum Distribution (RMD)
Start Periodic Payments, Request Annuity Benefits or Start GLIR Payments
Request for Annuity Benefits Under the Special Enhanced Life Income (S.E.L.I.)
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
Guide to 403(b) Loans
Guide to 457 Loans
Take Out a Loan - 403(b) or 457
Automated Withdrawal Programs
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)
Directions to Surrender or Apply Dividends
Variable Product Forms for Sentinel Advantage Variable Annuities
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)
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