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submitting_1035_paperwork_with_e-app [2020/03/24 07:57] bturner |
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If the client is requesting a transfer, ensure all appropriate paperwork is completed and submitted with the e-app. The existing carrier may require original signatures (“wet signatures”) on the 1035 exchange/ transfer rollover form, and/or they may have additional requirements or forms that must be completed. F&G will not be identifying these requirements. The agent should determine this prior to submitting the application to ensure the efficient processing of the transfer. | If the client is requesting a transfer, ensure all appropriate paperwork is completed and submitted with the e-app. The existing carrier may require original signatures (“wet signatures”) on the 1035 exchange/ transfer rollover form, and/or they may have additional requirements or forms that must be completed. F&G will not be identifying these requirements. The agent should determine this prior to submitting the application to ensure the efficient processing of the transfer. | ||
- | Should original signatures be necessary, please mail these forms to:\\ \\ | + | Should original signatures be necessary, please mail these forms to:\\ |
* Policies beginning with L or M: Overnight - 777 Research Drive Lincoln, NE 68521 or Regular - PO Box 81497 Lincoln, NE 68501 | * Policies beginning with L or M: Overnight - 777 Research Drive Lincoln, NE 68521 or Regular - PO Box 81497 Lincoln, NE 68501 |