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How to use or fill out Transfer of Assets to Nationwide - For Financial Advisors
- Click ‘Get Form’ to open it in the editor.
- Begin with Section 1a, where you will provide the Owner and Annuitant information. Ensure that you include Social Security Numbers (SSNs) and names accurately, as leaving this section blank may delay processing.
- In Section 1b, enter the Surrendering Company details. Make sure to provide a complete street address; using a PO Box or leaving it blank can cause delays.
- Proceed to Section 2 for Non Qualified Annuity Authorization. Select either Full or Partial Exchange for each account and input the estimated transfer amounts. Confirm these details with both companies involved.
- Continue filling out Sections 3 and 4 for Tax-Qualified Retirement Accounts and other transfers, respectively. Choose the appropriate account types and liquidation options.
- Complete any Special Instructions in Section 5, ensuring all necessary paperwork is prepared for submission.
- Finally, sign and date the form in Section 10. A Medallion STAMP signature guarantee may be required for validation.
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| 2012 | 4.8 Satisfied (223 Votes) |
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