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life conversion checklist
Complete Section A, sign and date the Request for Quote form to confirm member eligibility information. Forward the completed form and this checklist to the
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Form IT-203-I:2017:Instructions for From
IT-203-D claim the New York itemized deduction. IT-1099-R report NYS, NYC, or Yonkers tax withheld from annuities, pensions, retirement pay, or IRA
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Form of Application for policies for New York Life Premier
ANNUITY POLICY TYPE. Choose ONE Policy Type and complete the appropriate selection. NOTE for Traditional IRA, Roth IRA, SEP IRA and SIMPLE IRA policies:
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