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Jefferson national request

Jefferson national request 2025

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The document is a Change Beneficiary Request Form for Jefferson National Life Insurance Company, detailing the process for changing the beneficiary designation on an insurance contract. It includes sections for owner and annuitant information, new beneficiary details, and signatures required for acceptance. The form emphasizes the need for accurate beneficiary information and outlines the company's liability regarding beneficiary claims.

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Click ‘Get Form’ to open the Jefferson National Request in the editor.
Begin by entering your Contract Number and Owner Information, including your Name, SSN/EIN, Address, City, State, Zip, Email, Phone Number, and Date of Birth.
If applicable, provide details for a Joint Owner and Annuitant. Fill in their respective names and SSNs/EINs along with their addresses.
In the New Beneficiary Designation section, list the Primary Beneficiary’s Full Name, Relationship, SSN, Date of Birth, and Percentage of Proceeds. Ensure that the total percentage equals 100%.
Repeat the process for any Contingent Beneficiaries. Remember that if none are living or effective, proceeds will go to the insured’s estate.
Finally, complete the Owner Acceptance section by signing and dating where indicated. If there is a Joint Owner or Irrevocable Beneficiary involved, ensure they also sign.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Who bought Jefferson National?

Nationwide has completed its previously announced acquisition of Jefferson National, an industry-leading distributor of tax-advantaged investing solutions for registered investment advisors (RIAs), fee-based advisors and the clients they serve. Jefferson National is now a wholly-owned subsidiary of Nationwide.

Who owns Jefferson National Life Insurance Company?

NATIONWIDE LIFE INSURANCE CO Jefferson National Life Insurance Company / Parent organization

Who is Lincoln Financial Group owned by?

At Lincoln Financial Group, we work together as a single enterprise focused on supporting, preserving and enhancing peoples lifestyles and retirement outcomes. Our parent company, Lincoln National Corporation, and its affiliates operate under the marketing name of Lincoln Financial Group.

Who bought Jefferson Standard life insurance company?

In April 2006, Jefferson-Pilot Corporation was officially ended when Lincoln National Corporation purchased the company and created Lincoln Financial Group.

What is the phone number for nationwide advisory?

Jefferson National is now a wholly-owned subsidiary of Nationwide. The transaction increases each organizations ability to serve more partners and members in the ways they prefer to do business. Jefferson National is transitioning to the Nationwide brand.