submitting_1035_paperwork_with_e-app
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submitting_1035_paperwork_with_e-app [2020/03/24 07:57] bturner |
submitting_1035_paperwork_with_e-app [2020/03/24 08:52] 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 |
| - | * Policies beginning with Y: Overnight - 2000 Wade Hampton Greenville, SC 29615 or Regular - PO Box 19016 Greenville, SC 29602 | + | * **Policies beginning with Y**: Overnight - 2000 Wade Hampton Greenville, SC 29615 or Regular - PO Box 19016 Greenville, SC 29602 |
| Fax numbers: | Fax numbers: | ||
| - | * Policies beginning with L or M: 402-328-2244 | + | * **Policies beginning with L or M**: 402-328-2244 |
| - | * Policies beginning with Y: 888-318-6405 | + | * **Policies beginning with Y**: 888-318-6405 |
submitting_1035_paperwork_with_e-app.txt · Last modified: 2020/06/15 06:53 by bturner
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