This form is designed to help you stay organized while submitting a new nursing facility claim. You may also be able to request a withdrawal or schedule a required minimum distribution (RMD) payment stream. More. In addition, we continue to identify and provide new tools and technologies to help us stay connected with each other and our customers. (typically, consisting of 10+ members), See Also: Allianz claim form pdf Show details, 8 hours ago CalPERS Long-Term Care Program CONTINUED MONTHLY RESIDENCE FORM Instructions: The Continued Monthly Residence (CMR) form is a required part of the monthly claim submission and must be completed thoroughly by facility staff. 03. How do I find performance information for variable investment options? Variable Annuities Enter your Birthday Last 4 SSN Enter the last 4 digits of your Social Security Number. Genworth's long term care insurance forms will assist you with conducting authorizations, changing your name/address, naming a beneficiary, changing your long term care coverage and conducting other updates to your policy/certificate. I hereby authorize the Allianz Funds to provide copies of my monthly account statements to the individuals set forth below. If any portion of this distribution is not redeposited within 60 days, this portion will be considered taxable and no longer qualifies as a rollover contribution. Once your contract is annuitized, each annuity payment is considered your Required Minimum Distribution (RMD). How do I know if a Required Minimum Distribution (RMD) is needed from my contract? Get the Senior Health Insurance Company Pennsylvania Continued Monthly Residence Form you want. : Contract/Warranty Not applicable. A 1099-R is used to report transactions that occur between January 1 and December 31 of the previous tax year from financial products such as life insurance or annuities. As a reminder, under the SECURE Act of 2019 individuals turning age 70 in 2020 are not required to begin taking RMDs until the year of attaining age 72 (first RMD due by April 1 of the year following the year of attaining age 72). 17 Station St., Ste 3 Brookline, MA 02445. Fax If you had a taxable distribution in more than one resident state, a separate 1099-R would generate for each state. They can offer important benefits to help you accumulate for retirement, provide a level of protection for your savings, and offer guaranteed income for life. Why is the taxable amount not determined Box 2b checked? Employer contributions are required to be reported on the form for the year the contributions are received. Preview 800.950.1962. Im a beneficiary can I create an account online? How does Allianz ensure that my best interests are protected when purchasing an annuity or life insurance? Mail Get access to thousands of forms. If you have an RMD due in 2023, an RMD Election Form can be completed and submitted to us by mail or fax. Yes, the taxation of the death benefit proceeds for annuity payments is affected by the length of time between the date of death and the date the first payment goes out. Please note that email notifications are not available for premium payment updates. process. We will contact the beneficiary if additional information is needed. Alternatively, you can submit the form via email, fax, or mail: Fixed annuities Keep proof of payment/mailing. Calpers Continued Monthly Residence Form. laserapp.sales@ipipeline.com. After January 31, you can check to see if your statement is also available online by registering or logging in to your account and going to "Current Statements." Allianz Care offers Emergency Healthcare Plans for groups who only wish to cover the medical emergencies of employees travelling abroad. progress notes or billing forms. Please consult a tax advisor on specifics regarding contributions for Traditional IRAs, Roth IRAs, SEP IRAs, and SIMPLE IRAs. Continued Monthly Residence (CMR) Form The CMR form must be completed for facility claims by an authorized representative of the facility on a monthly basis and submitted with the bill (s) after the end of each month. Use this step-by-step guide to fill out the Form allianz swiftly and with ideal accuracy. Life insurance 763.582.6002 Fax 800.721.2708. This email with intrauterine growth, and who renders the dtf oversees the web at calpers continued care program pays the. Enter your official contact and identification details. Fixed annuities 763.582.6002 We will mail Form 5498 by January 31, 2023. A new withdrawal form is required with each request. If you are covered by our International Healthcare Plans for Hong Kong, use this form to claim back eligible medical expenses. Yes, if a claim isn't filed within a certain number of years it is considered unclaimed property and would be sent to the state in accordance with applicable state requirements. We are remaining fully operational to support all customers and their financial professionals with normal access to our products, services, and support channels. The transfer amount is added into your Fair Market Value in Box 5. pdfFiller is not affiliated with any government organization. Claim Professional realestate Form. This form is required to verify the needs of the claimant. Upon receipt of the required documents, we will process your claim within 10 business days or within the applicable state requirements. explains the time frames associated with filing a new claim. If you have more than one Allianz contract, please verify that you have specified the correct contract number. What is the due date (last date) that I can make a contribution for tax year 2022 to my Traditional IRA and/or Roth IRA? In times like these, financial matters may be the last thing on your mind. Find the right form for you and fill it out: No results. Send allianz beneficiary forms nb6059 via email, link, or fax. Allianz Life Insurance Company of North America How is Allianz helping those impacted by COVID-19? If the annuity contract is atax-qualified annuity, such as an IRA, the entire amount of the death benefit will generally be fully taxable. View More. Once youve registered your account online, you can log in and use our Price & Performancetool which provides detailed variable investment option performance. Minneapolis, MN 55440-0561 If this form is not submitted with your claim form it may delay our handling of your claim. You can also find past premium payment information by registering or logging in to our website. covered provider. Please contact customer service at (800) 621-3724 (800) 525-7662 for assistance. The Direction to Pay form is provided as a convenience to our policyholders and their care providers Due to HIPAA regulations, we are unable to release your personal information without your authorization. Why is there a taxable amount on a loan from a nonqualified annuity? Fax: 866-722-1180. These transactions typically include, but are not limited to: For a nonqualified annuity, Allianz did not receive the after-tax contribution (cost basis) information from the previous company. All rights reserved | Email: [emailprotected], Comment Devenir Formateur En Droit Creer Sa Formation E Learning, C Mo Convertir Un Documento De Word En Un Archivo Jpeg, All About The Human Life Cycle Powerpoint Twinkl, Ost Audio Zulu Psytrance For Fl Studio Ableton Template, How To Write A Strawberry Letter To Steve Harvey, Character Descriptions Character Template Ks1 Writing, Warframe Aura Forma Que Hace Y Como Conseguirlo, Animal Crossing New Horizons Poster Catalog, American Express Rewards Catalog Shopping, American Artists Society 1897 Exhibition Catalog. If your first non-tax qualified annuity payment is issued after one year from the date of death, the following will occur: We will report the entire taxable portion of the death benefit in the year in which the first payment is made. Learn more about annuities. Life insurance 763.582.6002 The group can be covered for single or multiple trips to the region where the healthcare plan is held for up to or a combined maximum of either: 90 travel days per insurance year each. RMD information is displayed on the Policy Detail screen under Accounts. June 29, 2022. Money that was sent directly from one IRA into another IRA is considered a transfer. Once Ive submitted my beneficiary claim form packet, how long will it take to process? Claim Healthcare Form. Otherwise, you can report suspected fraud by calling the National Center for Disaster Fraud (NCDF) hotline (1-866-720-5721) or by e-mailing the NCDF at disaster@leo.gov. Minneapolis, MN 55459-0060 Representative/Agent Change Complete form and mail to address located on the bottom of this form. Type text, add images, blackout confidential details, add comments, highlights and more. Or, download the form below associated with your contract or policy andlog into upload the completed form. Our highest priority is the health and well-being of our customers, partners, and employees during these extraordinary times. The option is available to have your long-term care policy premiums deducted directly from your checking or savings Please consult a tax professional for any questions related to this reporting. One can fi nd out the surrender value of the policy on the online portal of the insurance company. office. 7 a.m. to 6 p.m. Central time, 800.950.1962 For those born in 1951, their first RMD will not be due until they turn age 73. Once I've submitted my beneficiary claim form packet, how long will it take to process? Fixed annuities and Life insurance. I thought only my gains were taxable on a distribution from a nonqualified annuity. Yes. Your death benefit options may differ according to the annuity contract or life insurance policy. A 1035 exchange is reportable, but not taxable. Log into your account to upload the completed form. Variable annuities variableannuity@send.allianzlife.com Research any charities or crowdfunding sites soliciting donations in connection with COVID-19 before giving any donation. Get Form. ", First log in, then click on the policy or contract number(s) displayed under "My Account. (typically, consisting of 3 to 9 members) Claim Form for non-underwritten groups. Your cost basis has been increased to the extent of any gain reported on Form 1099-R as taxable, so you will not be taxed on this amount twice. I took receipt of money from another IRA and later placed it into this IRA at Allianz. We also monitor your product for suspicious requests or transactions, and confirm any changes to your account in writing. Claim Professional largelawfarmprofliability Form. Application for Child Care Benefits - Ohio Department of Job and - jfs ohio. If you forgot your username, please complete our Forgot username formand we will email your username to the email address associated with your account. Please send your fully completed Claim Form(s) with any supporting invoices/receipts (credit card slips cannot be accepted) as follows: Scan and email to: claims@allianzworldwidecare.com Fax to: + 353 1 645 4033 or Post to: Claims Department, Allianz Worldwide Care, 15 Joyce Way, Park West Business Campus, Nangor Road, Dublin 12, Ireland. Use a check mark to point the choice wherever expected, See Also: Allianz ltc claim forms Show details, 2 hours ago If you are covered by one of our GlobalPass plans for Latin America, choose the relevant form below to claim back eligible medical expenses. deceased's estate. Different rules apply to Roth IRAs. We will mail Form 1099-R by January 31, 2023. How can I take the required minimum distribution (RMD) from my policy or contract? allianz reimbursement form. ", Mail We will contact the beneficiary if additional information is needed. Why did I get a 1099-R? The 1099-R is the supporting document to show the amount of gains and the cost basis amount, if known, that were sent to the other company. Thats why weve designed our claims process in three steps so you can focus on what matters most. Its a good idea to contact your financial professional or issuing agent to review and determine the best options for your situation. A death claim requires the beneficiary to complete and return the claim form packet with one copy of the certified death certificate. The death benefit from a Roth IRA may be income tax free if certain requirements are met. After January 31, you can check to see if your statements are also available online by registering or logging in to your account and going to Current Statements." Minneapolis, MN 55416-1297, You can update your address, email, and mobile phone number online. All you need is smooth internet connection and a device to work on. your physicians, medical practitioners, hospitals, clinics, etc. Many updates and improvements! Alternatively, you can submit the form via email, mail, or fax. 378, Fuxng N. Road, Taipei 10476, Taiwan. Follow the simple instructions below: The times of distressing complex tax and legal documents have ended. Once you have registered your account online, you can log into select your eDelivery preferences. like to grant access to your policy information to someone else, please print, complete, and mail the attached form to our What is the difference between a tax-qualified and non-qualified annuity contract? Annuities are classified into two basic types: tax-qualified and non-tax-qualified. calpers long term form one-size-fits-all solution to design calpers continued monthly residence form? Complete a form for each month, on or after the last , See Also: Allianz life insurance forms Show details, 7 hours ago ALLIANZ LIFE Forms . allianz claim. Can I surrender my Bajaj Allianz policy online? This form is provided for your convenience in the event your home health care provider does not have their own daily If you are covered by one of the International Healthcare Plans for Egypt, use this form to claim back eligible medical expenses. PO Box 59060 If you can't find an answer to your question, please contact us. I sent money from another IRA directly into this IRA at Allianz. Allianz Global Assistance can be signNowed toll free within North America at 1-844-310-1578. Forms that have been reused will not be honored. Fixed annuities fixedannuity@send.allianzlife.com The death benefit amount that you receive from the contract or policy may also vary based on your death benefit payment option that you elect. After the taxable amount is reported to you as income, you will not be taxed on this amount again when annuity payments begin; instead only earnings from the annuity payments will be taxable each year. If you applied for your policy independent of an employer and pay your own premium, you are an individual member. mozzart jackpot winners yesterday; new mandela effects 2021; how to delete a payee on barclays app Apt. to assign benefits to the care provider, but not the rights under the policy. You can Surrender Bajaj Allianz Life insurance policy online on our portal. I understand that in the event. The claim information package contains the documents to explain the claim filing process and the forms you may need If youre not sure when premium is due or how much you need to pay, contact us or confirm with your financial professional. PO Box 561 The information displayed is provided for your reference only. need to be returned. For Bajaj Allianz life insurance login to our portal policybachat.com. If 2022 contribution is not on your check, we will apply the money as a 2023 contribution. Claim Professional lawyers-profitability Form. The amount of income tax withheld will reduce the death benefit value dollar for dollar. Use professional pre-built templates to fill in and sign documents online faster. See your Form 1099-R instructions regarding Box 7 for IRS distribution code information. However, any claim interest paid as part of the death benefit may be taxable. You can also ask your tax professional if an RMD is required from your contract. The total distribution amount will be reported in Box 1 (gross distribution), the taxable portion of the distribution will be reported in Box 2a (taxable amount), and the amount of after-tax contribution (cost basis) will be reported in Box 5. Complete the blank fields; involved parties names, places of residence and phone numbers etc. Depending on the option selected, payment will be sent to the beneficiary. Open it using the online editor and start editing. Typically, the Fair Market Value (FMV) in Box 5 is the only information provided. List of currently available ALLIANZ LIFE forms on Laser App, 222 Qualified Plan Acknowledgement Form and ERISA Disclosure - 222-ERPOS, 360 Qualified Plan Acknowledgement Form and ERISA Disclosure - 360-ERPOS, ABC Lifetime Withdrawal Election Form - S2301, ABC Qualified Plan Acknowledgement Form and ERISA Disclosure - ABC-ERPOS, Allianz 222 Annuity Disclosure - 222-DISC-NJ [NJ], Allianz 360 Annuity Disclosure - 360-DISC-NJ [NJ], Allianz ABC Annuity Disclosure - ABC-DISC-NJ [NJ], Allianz Core Income 7 Annuity Disclosure - CI7-DISC-NJ [NJ], Allianz Endurance Plus Annuity Disclosure - DISC50915-NJ03 [NJ], Allianz Index Advantage ADV Disclosure - IXA-DISC-ADV [PA], Allianz Index Advantage ADV Disclosure - IXA-DISC-MN-ADV [MN], Allianz Index Advantage Disclosure - INY-DISC [NY], Allianz Index Advantage Disclosure - IXA-DISC-MN [MN], Allianz Index Advantage Disclosure - IXA-DISC-PA [PA], Allianz Index Advantage Income Disclosure - IAI-DISC, Allianz Index Advantage Income Disclosure - IAI-DISC-MN [MN], Allianz Index Advantage Income Disclosure - 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Allianz 360 - 360-SOU-AZ [AZ], Disclosure Form/Preliminary Contract Summary - Allianz Core Income 7 - CI7-SOU-AZ [AZ], Disclosure to California Residents (age 65 or older) - USA-090 [CA], Disclosure to Minnesota Resdients - Index Advantage ADV - IXA-DISC-MN2-ADV [MN], Disclosure to Minnesota Residents - Index Advantage ADV - IXA-DISC-MN2-NF [MN], Disclosure to Minnesota Residents - Index Advantage Income - IAI-DISC-MN2, Dollar Cost Averaging (DCA) - PLI-030NY [NY], Dollar Cost Averaging (DCA) - Retirement Pro - PLI-103-NY [NY], Dollar Cost Averaging (DCA) - USA-354 [Generic], Dollar Cost Averaging - Alterity/ Rewards - USA-1650, Enhanced Withdrawal Benefit (EWB) Election Form - S2291, Entity Customer Information Form - NBAL0055 [Generic], Entity Customer Information Form - NBAL0055-NY [NY], ERISA Section 408(b)(2) Disclosure - DISC52575-ERPOS, ERISA Section 408(b)(2) Disclosure - DISC54370-ERPOS, ERISA Section 408(b)(2) Disclosure - DISC59951-02-ERPOS, ERISA Section 408(b)(2) Disclosure - 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ICC20-IXA-APP-03-NJ-ADV [NJ], Index Advantage Variable ADV Annuity Application - ICC21-IXA-APP-03-MN-ADV [MN], Index Advantage Variable ADV Annuity Application - IXA-APP-03-ADV [CA-DE-ND-SD], Index Advantage Variable ADV Annuity Application - IXA-APP-03-FL-ADV [FL], Index Advantage Variable ADV Annuity Application - IXA-APP-03-LA-ADV [LA], Index Advantage Variable ADV Annuity Application - IXA-APP-03-NC-ADV [NC], Index Advantage Variable ADV Annuity Application - IXA-APP-MOWA-01-ADV [MO-WA], Index Advantage Variable ADV Annuity Application - IXA-APP-MT-ADV [MT], Index Advantage Variable Annuity Application - F40538-02-NY [NY], Index Advantage Variable Annuity Application - ICC20-IXA-APP-03 [Generic], Index Advantage Variable Annuity Application - ICC20-IXA-APP-03 [HI], Index Advantage Variable Annuity Application - ICC20-IXA-APP-03-NJ [NJ], Index Advantage Variable Annuity Application - ICC21-IXA-APP-03-MN [MN], Index Advantage Variable Annuity Application - IXA-APP-03 [CA-DE-ND-SD], Index Advantage Variable Annuity Application - IXA-APP-03-FL [FL], Index Advantage Variable Annuity Application - IXA-APP-03-LA [LA], Index Advantage Variable Annuity Application - IXA-APP-03-NC [NC], Index Advantage Variable Annuity Application - IXA-APP-MOWA-01 [MO-WA], Index Advantage Variable Annuity Application Tipsheet - INY-016 [NY], Index Advantage Variable Annuity Application Tipsheet - IXA-001, Index Advantage Variable NF Annuity Application - ICC17-IXA-APP-NF [MT], Index Advantage Variable NF Annuity Application - ICC20-IXA-APP-03-NF [Generic], Index Advantage Variable NF Annuity Application - ICC20-IXA-APP-03-NJ-NF [NJ], Index Advantage Variable NF Annuity Application - ICC21-IXA-APP-03-MN-NF [MN], Index Advantage Variable NF Annuity Application - IXA-APP-03-FL-NF [FL], Index Advantage Variable NF Annuity Application - IXA-APP-03-LA-NF [LA], Index Advantage Variable NF Annuity Application - IXA-APP-03-NC-NF [NC], Index Advantage Variable NF Annuity Application - IXA-APP-03-NF [CA-DE-ND-SD], Index Advantage Variable NF Annuity Application - IXA-APP-MOWA-01-NF [MO-WA], Index Anniversary Rebalance Form - IAI-022 [Generic], Index Anniversary Rebalancing and Transfers between the Allocation Options - INY-019 [NY], Index Anniversary Rebalancing and Transfers between the Allocation Options - IXA-022, Individual Customer Information Form - NBAL0054 [Generic], Individual Customer Information Form - NBAL0054-NY [NY], Interested Party Statement Request - USA-851 [Generic], Interested Party Statement Request - USA-851-NY [NY], Investment Advisor Representative Client Authorization - NBAL0043, Investment Advisor Representative Client Authorization - NBAL0043-NY [NY], Investment Advisor Representative Information - NBAL0044, Investment Advisor Representative Information - NBAL0044-NY [NY], Investment Allocation Guide - VNY-142 [NY], Investment Allocation Guide - VSN-145 [Generic], IRA Excess Contribution Removal Form - S2235, IRA Excess Contribution Removal Form - USA-1506 [Generic], IRA Excess Contribution Removal Form - USA-1506-NY [NY], Lifetime Withdrawal Benefit/Income Maximizer Election Form - S2212-PREFD, Military Sales Forms Packet - USA-1461 [Generic], Military Sales Forms Packet - USA-1461 [NY], Non-Individual Ownership Form - NB6059-NY [NY], Non-Individual Ownership Form - PLI-086 [NY], Non-Individual Ownership Form - USA-1327 [Generic], Nonresident Sales Form - Information Page - NBAL6078, Nonresident Sales Form - Information Page - NBAL6078-NY [NY], Notice Regarding Medi-Cal Eligibility (Fixed) - NB5003-CA [CA], Notice Regarding Medi-Cal Eligibility (Variable) - NB5003-CA [CA], Notice to Connecticut Financial Professionals - IXA-DISC-CT2 [CT], Partial Settlement Options Request for Contract - S2247, Partial Settlement Options Request for Contract - S2247-NY [NY], Performance Lock Request Form - INY-106 [NY], Policy Payment Electronic Funds Transfer (EFT) - Clients - S2071, Policy Payment Electronic Funds Transfer (EFT) - Clients - S2071-NY [NY], PRIME - Guaranteed Partial Withdrawal Benefit (GPWB) Payment Election - 403(b) - PLI-100-NY [NY, PRIME - Guaranteed Partial Withdrawal Benefit (GPWB) Payment Election - 403(b) - USA-1567 [Generic], PRIME - Guaranteed Partial Withdrawal Benefit (GPWB) Payment Election - USA-1519 [Generic], PRIME Plus (GPWB) Payment Election - USA-1520, Producer Change Request - S2249 [Generic], Product Suitability Form - NB3051 [Generic], Product Suitability Form - NB3051-CA [CA], Product Suitability Form - NB3051-FL-02 [FL], Product Suitability Form - NB3051-MA [MA], Product Suitability Form - NB3051-MT [MT], Product Suitability Form - NB3051-NJ [NJ], Qualified Disbursement Request - S2085-NY [NY], Qualified Plan Acknowledgement - USA-337-NY [NY], Qualified Plan Acknowledgement and Custodial IRA Agreement - S2236, Qualified Plan Acknowledgement and Custodial IRA Agreement - S2236-NY [NY], Quick Tips for Completing the NY Reg 60 Disclosure Statement - PLI-120-NY [NY], Reg 60 Part D Tipsheet - Index Advantage NY - PLI-125-NY-IXA [NY], Reg 60 Part D Tipsheet - Retirement Pro NY - PLI-125-NY-RET [NY], Registered Representative Appointment Request - USA-678A [Generic], Registered Representative Appointment Request - USA-678NY [NY], Regulation 60 Disclosure Statement - NB2273-NY [NY], Regulation 60 Sales Material Checklist - NB2274-NY [NY], Regulation 60 Sales Material Checklist - PLI-081-NY [NY], Regulation 60 Six-Step Process - NB2278-NY [NY], Regulation 60 VA Disclosure Statement - PLI-092-NY [NY], Regulation 60 VA Replacement - PLI-090-NY [NY], Replacement Comparison Worksheet (Fixed) - NBAL0023-AR [AR], Replacement Comparison Worksheet (Variable) - NBAL0023-AR [AR], Replacement Comparison Worksheet - NB6023, Replacement Comparison Worksheet Tip Sheet (Fixed) - NBAL0022-AR [AR], Replacement Comparison Worksheet Tip Sheet (Variable) - NBAL0022-AR [AR], Replacement List (Fixed) - NBAL0028-IL [IL], Replacement Notice (Fixed) - NBAL0026-IL [IL], Replacement Notice (Fixed) - NBAL0037-KS [KS], Replacement Notice (Fixed) - NBAL0038-KS [KS], Replacement Of Life Insurance Or Annuities (Fixed) - NBAL0021-MO [MO], Replacement Of Life Insurance Or Annuities (Variable) - NBAL0021-MO [MO], Replacement Packet (Fixed) - NBAL0001-01 [LA-VA], Replacement Packet (Fixed) - NBAL0001-MO [MO], Replacement Packet (Fixed) - NBAL0002-CA [CA], Replacement Packet (Fixed) - NBAL0003-DE [DE], Replacement Packet (Fixed) - NBAL0004-FL [FL], Replacement Packet (Fixed) - NBAL0005-GA [GA], Replacement Packet (Fixed) - NBAL0006-ID [ID], Replacement Packet (Fixed) - NBAL0007-IL [IL], Replacement Packet (Fixed) - NBAL0008-IN [IN], Replacement Packet (Fixed) - NBAL0009-MA [MA], Replacement Packet (Fixed) - NBAL0010-MI [MI], Replacement Packet (Fixed) - NBAL0011-MN [MN], Replacement Packet (Fixed) - NBAL0013-ANN-NV [NV], Replacement Packet (Fixed) - NBAL0014-OK [OK], Replacement Packet (Fixed) - NBAL0015-PA [PA], Replacement Packet (Fixed) - NBAL0017-TN [TN], Replacement Packet (Fixed) - NBAL0018-WA [WA], Replacement Packet (Fixed) - NBAL0019-WY [WY], Replacement Packet (Fixed) - NBAL0020-AR [AR], Replacement Packet (Variable) - NBAL0001-01 [LA-VA], Replacement Packet (Variable) - NBAL0001-MO [MO], Replacement Packet (Variable) - NBAL0002-CA [CA], Replacement Packet (Variable) - NBAL0003-DE [DE], Replacement Packet (Variable) - NBAL0004-FL [FL], Replacement Packet (Variable) - NBAL0005-GA [GA], Replacement Packet (Variable) - NBAL0006-ID [ID], Replacement Packet (Variable) - NBAL0007-IL [IL], Replacement Packet (Variable) - NBAL0008-IN [IN], Replacement Packet (Variable) - NBAL0009-MA [MA], Replacement Packet (Variable) - NBAL0010-MI [MI], Replacement Packet (Variable) - NBAL0011-MN [MN], Replacement Packet (Variable) - NBAL0013-ANN-NV [NV], Replacement Packet (Variable) - NBAL0014-OK [OK], Replacement Packet (Variable) - NBAL0015-PA [PA], Replacement Packet (Variable) - NBAL0017-TN [TN], Replacement Packet (Variable) - NBAL0018-WA [WA], Replacement Packet (Variable) - NBAL0019-WY [WY], Replacement Packet (Variable) - NBAL0020-AR [AR], Replacement Packet - NAIC/multi-state (Fixed) - NBAL0001, Replacement Packet - NAIC/Multi-state (Variable) - NBAL0001, Representative/Agent Change Form - PLI-037NY [NY], Representative/Agent Change Form - USA-374 [Generic], Request for Allocation Change Form - S2068, Request for Allocation Change Form - S2266, Request for Allocation Change Form - S2266-1, Request for Allocation Change Form - S2266-2, Request for Allocation Change Form - S2267-1 [CA-HI-ID-OK-OR-RI], Request for Allocation Change Form - S2267-2, Request for Allocation Change Form - S2268, Request for Allocation Change Form - S2268-1, Request for Allocation Change Form - S2269, Request for Allocation Change Form - S2269-1, Request for Allocation Change Form - S2269-2, Request for Allocation Change Form - S2269-3, Request for Allocation Change Form - S2269-SR, Request for Allocation Change Form - S2269-SR-1, Request for Allocation Change Form - S2269-SR-2, Request for Allocation Percentage Chage (Optionsa) - MasterDex X - S2213-SR-5, Request for Allocation Percentage Change - BonusDe Elite, FlexDex MC Elite - S2075, Request for IRA Contribution Recharacterization - SFAL-0006, Request for IRA Contribution Recharacterization - SFAL-0006-NY, Request for IRA Recharacterization - S2187, Request for IRA Recharacterization - USA-1504 [Generic], Request for IRA Recharacterization - USA-1504-NY [NY], Request for Roth IRA Conversion - SFAL-0008 [Generic], Request for Tax Reporting of Premature Distribution Due to Disability - USA-1299 [Generic], Request for Tax Reporting of Premature Distribution Due to Disability - USA-1299-NY [NY], Request to Change Contract Information - S2004 [Generic], Request to Change Contract Information - S2004-NY [NY], Required Minimum Distribution (RMD) - Retirement Pro - PLI-112-NY [NY], Required Minimum Distribution (RMD) - USA-382N [Generic], Required Minimum Distribution (RMD) - USA-382NY [NY], Required Minimum Distribution Election Form - S2230 [Generic], Required Minimum Distribution Election Form - S2230-NY [NY], Retirement Pro - Certification for IRC Sec 72(t) or 72(q) Withdrawals - PLI-111-NY [NY], Retirement Pro VA 72(t) or 72(q) Withdrawals - USA-1598, Retirement Pro VA Allocation Change Form - USA-1574, Retirement Pro VA Dollar Cost Averaging (DCA) - USA-1575, Retirement Pro VA Flexible Rebalancing - USA-1576, Retirement Pro VA Income Advantage Payment Selection/Change Form - USA-1577, Retirement Pro VA Income Advantage Payment Selection/Change Form - USA-1577-NJ, Retirement Pro VA Required Minimum Distribution (RMD) - USA-1585, Retirement Pro VA Systematic Withdrawal - USA-1578, Retirement Pro VA Withdrawal Request - USA-1597, RFA Qualified Plan Acknowledgement Form and ERISA Disclosure - RFA-ERPOS, Rollover Notice - 403(b) - SFAL-0002-NY [NY], Rollover Notice Regarding Retirement Plan Payments - PLI-095-NY [NY], Sep IRA Excess Contribution Removal Form - USA-1507 [Generic], Sep IRA Excess Contribution Removal Form - USA-1507-NY [NY], SEP or SIMPLE Excess Contribution Removal Form - S2234, Settlement for Annuity Benefits - S2043-NY [NY], Simple Income II Rider Statement of Understanding - SOU91050-2 [DE-IA-MN-OH], Source of Payment (Fixed) - NBAL0041-NY [NY], Source of Payment (Variable) - NBAL0041-NY [NY], State Withholding Tax Guide - NBAL0035-NY [NY], Statement of Understanding - Death Benefit Rider - NB2222 [Generic], Statement of Understanding - Death Benefit Rider - NB2222-AZ [AZ], Statement of Understanding - Death Benefit Rider - NB2222-MT [MT], Statement of Understanding - Death Benefit Rider - NB2222-OK [OK], Statement of Understanding - Flexible Withdrawal Rider - SOU95178-1 [Generic], Statement of Understanding - Flexible Withdrawal Rider - SOU95178-1-PA [PA], Statement of Understanding/Preliminary Contr.