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 AuthorizationOpens in new Tab
• Request for Preauthorized Check Plan (PACP) (Annuities and policies beginning w/NG)Opens in new Tab

Loans and Withdrawals

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

Policy/Title Change

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

Allocation Changes

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

Variable Product Forms

• Variable Product Fund Management Change Request FormOpens in new Tab
• Sentinel Advantage Variable Annuity After Issue Change FormOpens in new Tab
• Sentinel Advantage Variable Annuity Dollar Cost Averaging Request FormOpens in new Tab

Misc

• Lost Policy FormOpens in new Tab
• Form 1099-R Frequently Asked QuestionsOpens in new Tab
• W9 (common form)Opens in new Tab
• W4POpens in new Tab
• Request for Paid Up Insurance (Whole Life Only)Opens in new Tab