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: