Pawtucket, RI 02860 Fax: (855) 778-0389, Contact: Customer Value Center (Overnight Mail) The main drawbacks are the long-term contract, loss of control over your investment, low or no interest earned, and high fees. 0000011105 00000 n Saint Paul, Minnesota 55416 Incident details 3. 485 Madison Avenue Hicksville, New York 11801 Contact Nationwide Third-party policy inquiries allow business partners to quickly verify insurance and update loan-related information. Type: (Life Insurance) Warwick, Rhode Island 02887 Please consult the prospectus for more information on the available index options. Grandview Heights, Ohio 43212 (800) 521-9292 (800) 531-8722 99 North Broadway Unit 1 (800) 346-7171 1301 Lancaster Avenue Suite 102 Products and discounts not available xbba`b``3 Long Island City, New York, 11120 Contact our Annuity Solutions Center. Philadelphia, PA 19176-7390 Life insurance policies: It is possible coverage will . 0000014975 00000 n Find out more at www.annexus.com. Investors should discuss their specific situation with their financial professional. (860) 547-3039 ET. Utica, New York 13502 Standard & Poors, The S&P 500 is a product of S&P Dow Jones Indices LLC (SPDJI), and has been licensed for use by Nationwide Life Insurance Company (Nationwide). Log in to other accounts. (763) 553-6200 (205) 268-6975 The general distributor is Nationwide Investment Services Corporation, member FINRA. BlackRock. Because of this, insurance companies routinely use Social Security data to check to see if policyholders are still alive. 4949 Keller Springs Variable and fixed annuities are investments that offer many benefits to an investor. The principal amount invested in an annuity contract earns interest until the owner cashes out the policy or dies. (857) 317-3640 For clients who are concerned about significant losses, but still need growth potential, Nationwides Defined Protection Annuity is uniquely designed to help capture and lock in earnings, with a defined level of protection to limit their losses, and the flexibility to reset new allocations for future growth potentialas well as to adjust as their risk tolerance changes over time, said Eric Henderson, president, Nationwide Annuity at Nationwide Financial. (800) 272-2216 Log in to manage your Annuity, Insurance or Retirement (401k/403b), or Pet account. (800) 862-6668 Fax: (570) 347-5649, Contact: Christine E. Kozak, National Secretary Nashville, Tennessee 37230-5034 Log in to other accounts. (800) 523-0650 (802) 229-3228 Minneapolis, MN 55474 Type: (Life Insurance) 247 West Allegheny Road trailer 60 Unit (860) 843-5266, Contact: Paula SeGuin, VP & CAO Not all states require insurers to notify beneficiaries of a death, which means they might need to contact the insurance company directly. We've served generations. (877) 200-0220 929 W Sprague Avenue 0000000016 00000 n Sign Up for Account Access Skip the login. 1701 1st Avenue Rock Island Illinois 61201 Type: (Life Insurance) (614) 228-3276 9800 Fredericksburg Road (800) 862-6668 Use a nationwide forms 2021 template to make your document workflow more streamlined. Pension administrator. For over a decade, Annexus has developed market-leading fixed indexed annuities and indexed universal life insurance products. 0000006711 00000 n (715) 346-8237 Fax: (972) 852-8942, Contact: Policy Administration Fax: Name changed Brighthouse Life Insurance Co. NATIONWIDE Forms. 200 Day Hill Road (866) 654-6249 Fax: (303) 749-3434, TIAA-Teachers Insurance and Annuity Association of America, Contact: Michael Bevens, Manager Type: (Individual Annuities Incoming Replacements) Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, member FINRA, Columbus, OH. Type: (Annuities) 0000030065 00000 n Type: (IPS Compliance ) Columbus, Ohio 43215 0000003692 00000 n Dresher, Pennsylvania 19025 Hartford, Connecticut 06155 Fax: (888) 637-3460, Contact: NY Reg IPS Compliance You can choose one person to receive all the available funds or several people to receive a percentage of remaining funds. (212) 909-0765 Co. of New York, Contact: ConservationReplacements Use signNow to e-sign and send out Nationwide contract owner withdrawal form for collecting e-signatures. They are not intended to replace emergency funds, to be used as income for day-to-day expenses or to fund short-term savings goals. Type: (Individual Fixed Annuities) Look for paperwork in obvious places first, like a computer, desk drawer, files where they keep important documents, and home safes. ET Saturday 9 a.m. - 6 p.m. %%EOF Box 5009 319 0 obj <>stream 60 Unit Fax: (513) 794-4661, Contact: CFO Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, member FINRA, Columbus, OH. Annexus designs solutions to help Americans grow and protect retirement savings. Binghamton, New York 13902-1625 Type: (Fixed Annuity) 1000 Milwaukee Avenue Log In Forgot username/password? Fax: (866) 505-0260, Contact: Mary L. Gibney, General Secretary-Treasurer 984 N. Milwaukee Avenue Press Done after you finish the form. 938 Penn Avenue, 4th Floor Type: (Existing Life Policies) Your comments and suggestions will help us improve the user experience, which ultimately enables us to serve you better. Type: (Life) (404) 923-3229 Exchange your annuity to our flat-fee IOVA, Monument Advisor. 4949 Keller Springs Road After. Please call 1-877-304-1065 during business hours from 9 a.m. - 9 p.m. Des Moines, Iowa 50266 Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies. 2 Court Street, Suite 102 4700 Westown Parkway, Ste 200 [email protected]. Plus, they didn't even need the living benefit they were paying 115 bps for annually. All you have to do is fill out the information about the policyholder which includes details like the cause of death and the policy number. Birmingham, Alabama 35202-6687 Our integration partners cover 98% of advisor technologies. Fax: (413) 784-6036, Monitor Life Insurance Company of New York, Contact: Alan Shulman, VP and Actuary Fax: (713) 821-6513, Contact: Annuity Operations Office Sitemap, Nationwide Defined Protection Annuity Now Adds Three New Indices, Nationwide, one of the strongest, diversified, Fortune 100 insurance and financial services companies, and product development partner Annexus, the premier independent designer of indexed retirement solutions, announce the addition of three new indices to round out an already robust lineup offered by Nationwide Defined Protection, With the addition of two exclusive new indices, BlackRock Select Factor Index and SG Macro Compass Index, plus the S&P 500, Unique Combination: Expanded Index Lineup plus Floor Structure. We're a Fortune 100 company that offers a full range of insurance and financial services across the country. (800) 745-1112 SBLI USA Mutual Life Insurance Company, Inc. Unique Combination: Expanded Index Lineup plus Floor StructureDPA is uniquely positioned by offering this broad range of indices in combination with a floor structure that provides three defined protection levels which limit negative performance. Chicago, Illinois 60642 TYPE: (All) (800) 247-2045 Atlanta, Georgia 30326 1440 Granville Road 655 Third Avenue, 16th Fl (800) 638-5000 c Beneficiary Change c Address Change c Name Change* *Proof of name change must be attached; i.e. (800) 487-6669 New York, New York 10022 Contact Information. (800) 231-5453 Imperial, Pennsylvania 15126 10777 Northwest Freeway 0000003656 00000 n Box 10431 Type: (Group Annuity/Employer Sponsored Retirement Plan) Include contact information to receive a response. Is an Annuity a Good Investment? As you map out your clients' financial journeys, our tools allow you to run comparisons, illustrate hypothetical scenarios, and much more. Columbus, Ohio 43215 P.O. Scranton, Pennsylvania 18507 Type: (Annuities) Three New Indices: Rounding Out Robust LineupExclusive to Nationwide is the dynamic BlackRock Select Factor Index from BlackRock, currently the worlds largest asset manager. (847) 953-1503 Representatives do not offer investment advice. (315) 637-4232 0000004900 00000 n (469) 375-7626 Grandview Heights, Ohio 43212 Please wait while we process your request. 2020. (920) 628-2999 But that can take time. Our integration partners cover 98% of advisor technologies. We use cookies to improve security, personalize the user experience, enhance our marketing activities (including cooperating with our 3rd party partners) and for other business use. (518) 479-8083 (713) 821-6404 Home Office: One Nationwide Plaza, Columbus, OH. (800) 541-2251 Fax: Contact: Legal and Compliance (800) 748-6907, Merged into Metropolitan Life Insurance Company, Contact: Compliance Get right to work. Early last year, their financial advisor retired, and they found an RIA to manage their financial future. 70500 Ameriprise Financial Center A handpicked network of financial professionals use Annexus solutions to help clients take control of their retirement. You can also download, fill out and fax or email them to the address on the form. Nationwide, the Nationwide N and Eagle, Nationwide is on your side, Nationwide Funds Group and Nationwide Retirement Institute are service marks of Nationwide Mutual Insurance Company. An annuity. Appleton, Wisconsin 54919-0001 Withdrawals are subject to income tax, and withdrawals before age 59 may be subject to a 10% early withdrawal federal tax penalty. Create and save reports in any of our calculators and use them to quickly generate proposals for your clients. Binghamton, New York 13901 P.O. This material is not a recommendation to buy or sell a financial product or to adopt an investment strategy. Supervision by DFS may entail chartering, licensing, registration requirements, examination, and more. Contact Us Nationwide Representatives are available to help you with your annuity and life insurance needs. Fax: (844) 841-4982, Contact: Reg 60 - Processing Unit. SG Americas Securities, LLC, SGAS, Socit Gnrale, SG, Socit Gnrale Indices, SGI, and SG Macro Compass Index (collectively, the SG Marks) are trademarks or service marks of SG. 1400 Center View Dr. (216) 529-3615 The Nationwide Retirement Institute is a division of NISC. 205 Madison Street P.O. 4700 Westown Parkway West Fax: (401) 827-3299, Name changed Transamerica Advisors Life Ins. Newark, Ohio 43055 (800) 528-9009 Addison, Texas 75001 Charlotte, North Carolina 28201-1307 This page is available in other languages. Fax: (877) 529-2537/(800) 678-8645, Contact: Retirement Income New Business Team Fax: (414) 625-1239, Contact: Christine Kelly Watch video. Fax: (202) 682-6784, Union Security Life Insurance Company of New York, Contact: Scott Horsfield, Service Consultant If no policy is found or you are not the beneficiary, you will not be contacted. Choose the correct version of the editable PDF form from the list and get started filling it out. (205) 268-5911 Type: (Life Insurance) 212 Highbridge Street Suite D (914) 627-3800 Box 4373 - Policy Owner Service Information Modal. Contact: Customer Service Box 2307 Protecting what's most important. We will typically respond in one business day. Home And it's not the rule in every state. The index seeks to deliver a diversified multi-asset exposure and targets five equity style factors each backed by academic research. displayed on this page are service marks of Nationwide Mutual Insurance Company, unless otherwise PO Box 1291 Annuity Inheritance Payout Options Five-Year Rule: An annuity's beneficiary has five years to take out the proceeds. Built for RIAs and fee-based advisors, it offers no commission and charges a flat fee. Nashville, Tennessee 37214 Co. of NY, Merged into Transamerica Financial Life Insurance Company, Transamerica Financial Life Insurance Company, Contact: Robert McMath 1 Hartford Plaza ET Email [email protected] Don't include personal information such as Social Security number. Fax: (515) 457-4400, Contact: Inforce Management - Reg. Fax: (260) 435-8806, Talcott Resolution Life Insurance Company, Contact: Ind. Nationwide Mutual Insurance Company. 4949 Keller Springs Fax: (303) 749-3434, Contact: New Business Concierge Division %PDF-1.4 % It is not possible to invest directly in an index. Fax: (877) 788-6305, Contact: Employee Benefits (704) 988-4537 Fax: (212) 624-0820, Contact: Group Customer Service, Manager Group Customer Service Type: (Life Insurance) In New York, Monument Advisor and Monument Advisor Select are issued by Jefferson National Life Insurance Company of New York, New York, NY. Variable products are issued by Nationwide Life Insurance Company or Nationwide Life and Annuity Insurance Company, Columbus, Ohio. Type: (Life Insurance) There are also fewer liquidity options with annuities, and you must wait until age 59.5 to withdraw any money from the annuity without penalty. When she came across Camy and Byron's $300k VA investment she was distressed by how expensive, poorly performing, and illiquid it was. Call 800-848-6331 Deceased Individual: Name: Contract Number: Person claiming the annuity benefit (One per form. Investors should discuss their specific situation with their financial professional. endstream endobj startxref Then, you'll fill out a bit of information about yourself as the beneficiary and send the claim form with the policy document and death certificate back to the insurance provider. Fax: (855) 778-0389, Contact: Group Life Services Fax: (866) 894-2093, Contact: IDPC - Individual Services Account Holders, sign up to manage your assets on our Account Management site. And those savings can compound and grow over time. About Annexus You can reach out to someone on our sales team at 1-800-321-6064. . CORTLAND, OH 44410. Local calls can be made to (212) 480-6400 or (518) 474-6600. 1000 Yard Street Box 14293 Cincinnati, Ohio 45277-0051 Fax: (267) 514-2322, Provident Life & Casualty Insurance Company, Pruco Life Insurance Company of New Jersey, Contact: Customer Value Center To purchase a Nationwide annuity, call 1-877-245-0761, talk to a specialist or work with your financial professional. 330 Whitney Ave, Suite 500 Montpelier, Vermont 05604 (207) 575-3398 0000005282 00000 n Type: (All) P.O. Office: One Nationwide Plaza, Columbus, OH. Fax 1-877-677-4329 Include contact information to receive a response. To protect your privacy, please do not enter specific account, trading or personal information below. to all persons in all states. Cookies are not enabled on your browser. 371 N 9th Ave The difference in potential accumulation could be more than $300,000Enough ADDITIONAL money to pay for their son Liam's college education. (800) 852-4450 JPMorgan is under no obligation to continue compiling, calculating, maintaining or sponsoring the Index. today. Home Office: One Nationwide Plaza, Columbus, OH. Fax: (402) 467-7335, Contact: Annuity Service Fax: (800) 643-8143, Contact: Retirement Readiness Service Center disclosed. 699 Walnut Street, Suite 1350 Fax: (309) 558-3138, Contact: Legal Department Type: (MetLife Growth and Guaranteed Income An) 1700 Farnam Street 900 SW 5thAve., 403 (b) Optional Retirement Plan Disclosure for VAs - APO-1806 [TX] 457 Rollover Form - APO-5217. (704) 988-4537 Keep in mind that all guarantees and protections are subject to the claims paying ability of Nationwide Life Insurance Company. Pittsburgh, Pennsylvania 15222 (202) 682-7928 Nationwide Mutual Insurance Company and Affiliated Companies. Stevens Point, Wisconsin 54481 Type: (Individual Life) (315) 448-7296 (800) 688-0010, Contact: POS Department (260) 435-8665 To update your contact information, use the. Get the latest business insights from Dun & Bradstreet. Philadelphia, Pennsylvania 19176 To protect your privacy, please do not enter specific account, trading or personal information below. Fax: (402) 271-7847, Contact: Charles L. Grossman, National Secretary and CEO Pay a bill Get auto ID cards Privacy & Security We value your privacy and security. (312) 786-3636 Download your copy, save it to the cloud, print it, or share it right from the editor. Advisory Income Quote is only available for Financial Processionals, please contact your Advisor to get a quote. 0000001670 00000 n The early years were lean while Byron worked his way through the ranks as a software developer at a burgeoning technology company. 403 (b) Optional Retirement Plan Disclosure for VAs - APO-1806. Fax: (847) 330-3494, Contact: AVP Compliance yDRxKAOH&UG++CAE"d;Mg):1vmh;{ lf |I2 $_L:NXjh''?>ly; ]kulli.|fhu X/,{x@gOE4qyUNOh6t;iGNF=b>O*#Nfit%J'fR0<=k,NzUUqb1z#YWn_NW{ECGhIa+$qv'}(%x^f9~=),0K{\n:n+9:)mF%ykINN(,z;nN.ktkdM5Qq*l/Mi+-NC[0wxvD p (&`z-86t>B ~kM Columbus, OHNationwide, one of the strongest, diversified, Fortune 100 insurance and financial services companies, and product development partner Annexus, the premier independent designer of indexed retirement solutions, announce the addition of three new indices to round out an already robust lineup offered by Nationwide Defined Protection Annuity (DPA) registered index-linked annuity (RILA). Type: (Employee Benefits) Fax: Contact: The Complaints and Correspondence Department If you have a question or need assistance, call (800) 342-3736 (M-F, 8:30 AM to 4:30 PM). Spokane, Washington 99210 Camy (50) and Byron (51) met as undergrads at the University of Texas, and married while she was in Med school. Type: (Life Insurance) 1455 West Lake Street 1338 Military Street Fax: (888) 220-2677, Contact: Customer Services When evaluating the purchase of an annuity, your clients should be aware that annuities have limitations. company. 2261 S. E. 27th Specific income payout. Those features come at a cost, and that cost may be high. 1002 Pittston Ave 276 Prospect Street PO Box 189 Fax: (315) 448-7056, Contact: Life Service They are long-term vehicles designed for retirement purposes. (800) 247-9988, Protective Life Insurance Company of New York, Merged into Protective Life and Annuity Insurance Company, Protective Life and Annuity Insurance Company, Contact: Policyholder Services Not all Nationwide Box 12687 West DesMoines, Iowa 50266 Log in to manage your Annuity, Insurance or Retirement (401k/403b), or Pet account. Are you prepared for Retirement ? Thank you for offering your feedback on our website's design and functionality. You found that icon, nice; things that arent inherently understandable or are otherwise arcane financial knowledge can be explained through this easily hidden and unobstructive modal method. Type: (Life Insurance) Fax: (401) 827-3299, New York Life Insurance and Annuity Corporation, Contact: External Replacement Department Nationwide is rated A+ by both A.M. Best and Standard & Poors. 400 Field Drive 3350 Peachtree Road, NE, 8th FL Click, Annuity Beneficiary Claim Form Nationwide Life Insurance 2021-2023, share nationwide contract owner withdrawal form, Rate Annuity Beneficiary Claim Form Nationwide Life Insurance as 5 stars, Rate Annuity Beneficiary Claim Form Nationwide Life Insurance as 4 stars, Rate Annuity Beneficiary Claim Form Nationwide Life Insurance as 3 stars, Rate Annuity Beneficiary Claim Form Nationwide Life Insurance as 2 stars, Rate Annuity Beneficiary Claim Form Nationwide Life Insurance as 1 stars, How Can I eSign New Jersey Banking Cease And Desist Letter, Can I eSign New Jersey Banking Cease And Desist Letter, Help Me With eSign New Hampshire Banking NDA, How Can I eSign New Hampshire Banking NDA, eSign New Jersey Banking Promissory Note Template Online, How To eSign New Jersey Banking Promissory Note Template, eSign New Mexico Banking Lease Agreement Online, eSign New Mexico Banking Lease Agreement Computer. 3071 HOAGLAND BLACKSTUB ROAD. Fax: (844) 841-4982, Contact: Customer Service Printing and scanning is no longer the best way to manage documents. Passaic, New Jersey 07055 The SG Index has been licensed to Nationwide Life Insurance Company (the Licensee) for use in the Nationwide Defined Protection, S&P 500 Average Daily Risk Control 10% USD Price Return Index (S&P 500 Average Daily Risk Control USD Price Return Index) is a product of S&P Dow Jones Indices LLC or its affiliates (SPDJI), and has been licensed for use by Nationwide. Nationwide Retirement Solutions and Nationwide Life Insurance Company (collectively "Nationwide") have trademark and licensing servicesrelationships with the National Association of Counties, the International Association of Fire Fighters-Financial Corporation, the United States Conference of Mayors and the National Association of Police Organizations. If you have specific account or trading questions or concerns, please contact us at 866-667-0564. 100 Court Street P O Box 1625 Amarillo, Texas 79103 Type: (Life Insurance - Individual) Rating. This includes traditional equity indices S&P 500 Price Index and MSCI EAFE, as well as multi-asset indices NYSE Zebra Edge Index and J.P. Morgan Mozaic II Index. Fax: (844) 841-4982, Contact: Variable Service Type: (Life Insurance) The Life Insurance Claims Process The government doesn't notify insurance companies when someone has died either. Fax: (800) 764-1469, Prudential Retirement Insurance and Annuity Company, Contact: Client Services The results were stunning. 15 Tech Valley Drive, Suite 201 Type: (All ) Fax: (617) 426-2322, Contact: Joni Carteaux, Director, Regulatory & Compliance As well as annuities, mutual funds, retirement plans and specialty health services. Nationwide Life and Annuity Insurance Company PO Box 182021, Columbus, OH 43218-2021 Phone: 800-848-6331 Fax: 888 -634-4472 nationwide.com Print clearly Include a copy of the certified death certificate Questions? Philadelphia, PA 19123 Boston, Massachusetts 02110 Subject to underwriting guidelines, review and approval. The Nationwide Retirement Institute is a division of NISC. Bloomington, Illinois 61702-2380 Including car, motorcycle, homeowners, pet, farm, life and commercial insurance. endstream endobj 226 0 obj<. Fax: (810) 966-0933, Woodmen of the World/Omaha Woodmen Life Insurance Society, Contact: Surrender Settlements Section Director, Certificate Operations Nationwide, Nationwide N & Eagle, and Nationwide Is On Your Side are service marks of Nationwide Mutual Insurance Company. hb```@(aGYQm*:;:@R@pHK 4X$]$cAkc {f)b 0;F|ool%v P:B ) /4#0 %" Today, Nationwide is a Fortune 100 company based in Columbus, Ohio. Fax: (800) 207-7806, Prudential Annuities Life Assurance Corporation, Contact: Customer Value Center (Regular Mail) (800) 448-2542 0000010704 00000 n I have been a 30-year customer and pay my bill annually. Fax:(205) 268-3402, Contact: Policyholder Services 0000008317 00000 n (888) 595-6997, Contact: Annuity Operations Box 5000 One Unity Plaza For investors with expensive and complex variable annuities in their portfolios, we offer a simplified, low-cost Investment Only Variable Annuity (IOVA) that trims costs and may potentially improve accumulation. See how an annuity has helped people like you add certainty to their retirement income plans. Type: (Life and Health) The general distributor for variable products is Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio. JavaScript is not enabled in your browser. You buy an annuity by making either a single payment or a series of payments. (800) 862-6668 Index and the Product. Type: (Life Insurance administered in Plano, TX) Fax: (412) 642-1372, Contact: Steven M. Pogorelec, FIC, Supreme Secretary Fax: (215) 323-8049, Contact: Replacement Area Type: (All except variable annuity) Quick steps to complete and e-sign Nationwide annuity forms online: Use Get Form or simply click on the template preview to open it in the editor. Once a valid claim has been made, it will typically take between 14 and 60 days to receive the payment from the insurance company, and usually it occurs within 30 days. Account Holders, sign up to manage your assets on our Account Management site. Nationwide may receive payments from mutual funds or their affiliates in connection with certain investment options. Fax: (401) 827-3299, Contact: National Accounts Omaha, Nebraska 68102 Post Office Box 6916 For the best Type: (Retirement Income) These activities could have a positive or negative effect on the value of the Index and the Product. 2271 Southeast 27th Street Omaha, Nebraska 68103 19978247. 600 Dresher Road 1700 Magnavox Way Terms and conditions (800) 562-9874 Thank you for offering your feedback on our website's design and functionality. The general distributor for variable products is Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio. 60 Coordinator 9800 Fredericksburg Road (800) 247-6584 Fax: (888) 871-7537. Houston, Texas 77092 Fax: (855) 290-5224, Contact: Customer Assistance Center Fax: (715) 346-7283, Contact: Cissy M Rebich Retirement Specialists are Registered Representatives of Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio. The product referred to herein is not sponsored, endorsed, or promoted by MSCI, and MSCI bears no liability with respect to any such product or any index on which such product is based. Portland, Maine 04112 Contact us Phone 1-877-677-3678 Monday-Friday 8 a.m. - 11 p.m. Fax: (800) 235-4782, Contact: Regulation 60 Desk . Managing expenses in your clients' investments is critical to their success, and yours. 1295 State Street Cincinnati, Ohio 45242 Also exclusive to Nationwide, the dynamic SG Macro Compass Index is from leading European financial services group Societe Generale. (215) 627-2445x204 P.O. 228 0 obj<>stream Fax: (888) 993-6371, Niagara Life and Health Insurance Company. xref Horsham, Pennsylvania 19040 Type: (Variable Life) Windsor, Connecticut 06095 Bloomington, Illinois 61702 0000002902 00000 n P.O. Please read the contract for complete details. 4700 Westown Parkway, Ste 200 Syracuse, New York 13220-5009 (800) 369-5303 Box 182797 Privacy (877) 624-0385 0000014319 00000 n 2101 Welsh Road This allows clients to select how much of their investment90%, 95% or 100%will be protected from market losses and helps determine their performance opportunities. Type: (Group retirement plans / annuity contract) (973) 292-9800, Contact: Compliance Box 12687 Cyber security Home. Contact us for assistance with annuities, life insurance, mutual funds and retirement plans. Some investors may improve their investing outcomes with a tax-free 1035 exchange. They're long-term contracts from an insurance company where you invest your money. Compare your clients' annuities with ours. Park Ridge, Illinois 60068 Box 305034 The National Association of Insurance Commissioners (NAIC) has a policy locator service to help beneficiaries find unclaimed policies. 4333 Edgewood Road NE Omaha, Nebraska 68103 400 Robert Street North 2101 Welsh Road (800) 638-7732 Nationwide, the Nationwide N and Eagle, Nationwide is on your side, Nationwide Funds Group and Nationwide Retirement Institute are service marks of Nationwide Mutual Insurance Company. Prudential Syracuse, New York 13202 The third new addition is the S&P 500 Average Daily Risk Control 10% USD Price Return Index, a traditional index option that seeks to limit the volatility of the S&P 500 to a target level of 10% by allocating to cash based upon an algorithm. 615 Iron City Drive Fax: (814) 269-8060, Contact: Post Issue Regulation 60 Find out more at. In her late-forties, Camy inherited a significant amount of money from her grandfathera well-regarded orthopedic surgeon in Dallas. (614) 775-7464 2023. 600 Dresher Road Monument Advisor and Monument Advisor Select are issued in all states, except NY, by Jefferson National Life Insurance Company, Dallas, TX. 0000009193 00000 n Box 182835 Columbus, OH 43218-2835 NF: 1-800-547-7548 NFN: 1-800-688-5177 www.nationwide.com Message. (888) 634-6780 (888) 702-2307 Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies. (205) 268-6975 0000001922 00000 n Your clients who own VAs may have been sold them for specific insurance features like living benefits. Fax: (908) 552-3402, Contact: Inforce Management -Reg. P.O. Cincinnati, Ohio 45240 Warwick, Rhode Island 02887 (860) 298-5448 Philadelphia, PA 19103 Start completing the fillable fields and carefully type in required information. Username Password Remember username ? Fortunately, a simple tax-free 1035 exchange into our IOVA can save your clients up to $3,450 in fees the first year alone. Use a check mark to point the answer where necessary. 1295 State Street, B245 401 (a) Annuity Disclosure Statement - APO-3545. Enter your official identification and contact details. Fax: (515) 698-2001, Contact: Retirement Readiness Service Center Gender and age are the two most common factors used to determine payments. Type: (Insurance) Type: (Life Insurance) Fax: (212) 754-3346, State Farm Life & Accident Assurance Company, Contact: Reg 60 - Processing Unit All told, variable annuity owners may end up paying upwards of 235 basis points for features and benefits they may not be using, or may never need, and those costs can seriously impede accumulation. Talk to a specialist Call 1-877-245-0761 for sales or 1-800-848-6331 for service Fixed annuities let you save for retirement with: A tax deferral on earnings (800) 447-4930 Type: (Group Variable Annuity) Exchange your annuity to our flat-fee IOVA, Monument Advisor. Box 7390 Springfield, MA 01111-0001 Monday-Friday 8 a.m. 11 p.m. (972) 532-2168 Birmingham, Alabama 35202-6687 Fax: (972) 881-4097, Sun Life Insurance and Annuity Company of New York, Name changed to Delaware Life Insurance Company of New York, Sun Life and Health Insurance Company (U.S.). Fax: (423) 642-4979, Contact: Reg 60 - Annuities (402) 342-1890 East Greenbush, New York 12061 Built for RIAs and fee-based advisors, it offers no commission and charges a flat fee. Fax: (), Contact: Joseph D. Fagan, Vice President Some variable annuities offer optional living and death benefits for an additional fee. 0000003148 00000 n Des Moines, IA 50306-5303 Box 17829 (207) 482-2478 <<70f7af3747e0d642bbe8d5f3c49ab808>]>> Fax: (802) 229-7054. Our products have forged partnerships with the industrys leading insurance carriers and the worlds largest investment banks. 600 Dresher Road Hartford)) After that, they can take them out gradually or in a single lump sum anytime, as long as they withdraw all of the death benefits within five years of the annuitant's death. After someone passes away, they are issued a death certificate from the local government. %%EOF Individual investors interested in learning more about the benefits of defined protection, should contact their financial professional and visit www.definedprotection.com. 0000007415 00000 n Merged into Nationwide Life Insurance Company . Type: (Variable and Non-Variable Life Insurance) As the beneficiary, you are entitled to receive all or part of the balance that remains in the decedent's annuity account. Columbus, Ohio 43215-2239. Fax: (860) 380-3280, Contact: Annuity Service Operations Contact: Compliance Department 0000010866 00000 n Type: (After-Tax Annuities) Fax:(205) 268-3402, Contact: Policyholder Services 225 37 McMurray, Pennsylvania 15317-3337 (847) 384-1211 Sign Up for Account Access Privacy & Security We value your privacy and security. Fax: (215) 956-7699, Contact: Reg 60 - Annuities P.O. Please contact 1-800-321-6064. 7909 Parklane Road, Suite 200 (216) 529-3615 Account Change Request Form - NAF-0124AO. One Financial Way ML 25 Houston, Texas 77210 Type: (Life) If you are unable to find the answer to your insurance question here, check our FAQs. Type: (Main Stay Fixed and Variable Annuities) If a policy is found and you are the beneficiary, the life insurance or annuity company will contact you directly, usually within 90 days. Payment method in Section 5 enter tax withholdings in Section 6 name beneficiaries in Section 7 and sign in the date of death if you leave the start date blank or enter a date after the RBD unless the decedent already started RMD payments. (610) 722-0253 Springfield, MA 01111-0001 Year over year, investors consistently say that protecting assets is a top financial concern, and more than half would feel more secure if a portion of their assets were invested in an annuity to protect assets against market risk, according to Nationwides sixth annual Advisor Authority study.. Type: (Individual Annuities) Fax: (724) 731-0145, Contact: David Mather If you believe that this page should be taken down, please follow our DMCA take down process, You have been successfully registeredinsignNow. (802) 229-3228 Investment expenses can be excellent predictors of investing success. Nationwide Defined Protection is an individual single purchase payment deferred annuity with index-linked strategies issued by Nationwide Life Insurance Company, Columbus, Ohio. Type: (Life and Annuity) Type: (Life Insurance) Username Password Remember username ? 70238: 1: Contact: The Complaints and Correspondence Department Type: (Variable & Fixed Annuities) 2261 S. E. 27th Amarillo, Texas 79103 Frederick, Maryland 21704 Des Moines, Iowa 50306-9382 P. O. (484) 530-4805 632 North Park Street Box 122 We also need to add that all guarantees and protections are subject to the claims paying ability of Nationwide Life Insurance Company. (315) 797-5200, Contact: SOC - Inforce Type: (Retirement Services) Fax: (888) 637-3460, Nationwide Life Insurance Company of America, Merged into Nationwide Life Insurance Company, Contact: Reg 60 Unit signNow helps you fill in and sign documents in minutes, error-free. Fax: (205) 268-6479, Contact: Myron B. Soltys Many states require insurance companies to check the Social Security Master Death File for deceased policy holders and to try to notify their beneficiaries when they find a policyholder on that list. 61 Batterymarch Street (630) 978-6046 I'm sorry, there's no one available to help you right now. JPMorgan may independently issue or sponsor other indices or products that are similar to and may compete with the. Port Huron, Michigan 48060 (800) 955-7736 Box 12687 P.O. (205) 268-6975 100 Bright Meadow Blvd See how an annuity has helped people like you add certainty to their retirement income plans. (800) 346-4773 Fax: (612) 827-0658, Standard Life Insurance Company of New York. 296 0 obj <>/Filter/FlateDecode/ID[<8ECC36E49A59164CB609261AC3D950A2>]/Index[270 50]/Info 269 0 R/Length 117/Prev 59908/Root 271 0 R/Size 320/Type/XRef/W[1 2 1]>>stream One Sun Life Executive Park Fax: (724) 695-1555, Contact: Kevin Cassidy,Counsel and Compliance Charlotte, North Carolina 28201-1291 Addison, Texas 75001 P.O. (781) 416-3937 0000009967 00000 n (973) 777-2605 Type: (Life and Health Insurance) (763) 553-6200 0 Type: (All) Financial advisor & investment firm| 2101 Welsh Road Type: (Annuity - Ind. (847) 605-4823 For more information, visitwww.nationwide.com. Compliance Analyst Nationwide Investment Services Corporation, member FINRA. Introduction Frequently Asked Questions - Nationwide Claims call center 1-800-421-3535 Find an agent 1. (972) 881-6957 0000017645 00000 n (570) 342-0937 - SEP Simple TSA, KEO 457) Fax: (866) 329-4527. Their financial advisor directed them to invest a portion of it in a Variable Annuity. Utilize the Sign Tool to add and create your electronic signature to signNow the Nationwide form owner withdrawal. A handpicked network of financial professionals use Annexus solutions to help clients take control of their retirement. 0000008167 00000 n You found that icon, nice; things that arent inherently understandable or are otherwise arcane financial knowledge can be explained through this easily hidden and unobstructive modal method. Fax: (855) 259-1458, Voya Retirement Insurance & Annuity Company, Contact: Retirement Readiness Service Center 3275 Bennett Creek Avenue Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Fax: Contact: Nick Benoit, Director of Operations Box 2030 If you have specific account or trading questions or concerns, please contact us at 866-667-0564. Resources Support Wholesaler Look-Up Tool (Search) . The typical VA charges 132 basis points in M&E charges, along with additional charges for any underlying benefits. Through annuitization, your purchase payments (what you contribute) are converted into periodic payments that can last for life. Contact: Jeannette Hunte Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, member FINRA, Columbus, OH. (845) 615-2512 They are called variable because their value fluctuates based on the performance of the underlying investment options chosen. Start completing the fillable fields and carefully type in required information. 699 Walnut Street, Suite 1350 Foreign, Fraternals and Accredited Reinsurers, Maximum Reserve Valuation and Life Policy Nonforfeiture Interest Rate, Accessibility & Reasonable Accommodations, Northwestern Mutual Life Insurance Company, Providence Association of Ukrainian Catholics in America. Subject to underwriting guidelines, review, and approval. Nationwide Mutual Insurance Company. Annuities Annuity forms Talk to a specialist Service: 1-800-848-6331 Nationwide annuity forms can be filled out and submitted online. 1-LC-F2 0000003739 00000 n (309) 786-6481 (800) 334-4456 720 E. Wisconsin Avenue Fax: (615) 872-2021, Contact: Member Service Charlotte, North Carolina 28201-1291 Use professional pre-built templates to fill in and sign documents online faster. Type: (Internal Transfers/Outgoing Replacements) Withdrawals are subject to income tax, and withdrawals before age 59 may be subject to a 10% early withdrawal federal tax penalty. Send. 1000 Yard Street Type: (New MassMutual Life Policy) Help your clients get a head start on their retirement with a 1035 Exchange. Fax: (614) 228-0915, Contact: Reg. 2023 airSlate Inc. All rights reserved. With the addition of two exclusive new indices, BlackRock Select Factor Index and SG Macro Compass Index, plus the S&P 500 Average Daily Risk Control 10% USD Price Return Index, Nationwide DPAs index lineup now includes a total of seven complementary global and domestic indices, to better meet the goals and risk tolerances of conservative to moderate clients who are approaching or living in retirement. Holyoke, Massachusetts 01075 5500 Reporting - APO-2165. Please adjust them in your browser's "Tools" option before logging in. Fax: (412) 922-5029, Merged into Polish National Alliance of the U.S. of North America, Polish National Alliance of the U.S. of North America, Contact: Legal P.O. Our products have forged partnerships with the industrys leading insurance carriers and the worlds largest investment banks. 7045 College Boulevard (763) 553-6200 Fax: (860) 607-5401, Contact: Reg 60 Replacement-Employee Benefits/Health Sol These three new indices round out an already robust lineup of index strategies that can offer upside potential and be tailored to fit a broad range of investment objectives. PO Box 1291 Fax: (860) 380-3280, Contact: New Business Concierge Division 60 Unit Contact: SLF US Compliance Cedar Rapids, Iowa 52499 Use the Cross or Check marks in the top toolbar to select your answers in the list boxes. (866) 888-6419 You found that icon . Type: (Life Insurance - Individual) document.write(new Date().getFullYear());. We offer tax deferring capacity for clients who've maxed out their plans or received a large sum of money. East Orange, New Jersey 07019-0189 Type: (Annuity) (800) 366-0066 P.O. Payout options are often paid through ACH transfers. If your contract includes a death benefit, remaining annuity payments are paid out to your beneficiary in either a lump sum or a series of payments. Kstc;h8w>"~"1Z(,~?=3gh On!D*-AtS3cYc2u>}t?&WPjD)IR"`x*9/()4p%7l"1.pe#S>0UT. Nationwide Defined Protection is an individual single purchase payment deferred annuity with index-linked strategies issued by Nationwide Life Insurance Company, Columbus, Ohio. Minnesota 55440 Scranton, Pennsylvania 18505 Learn more about these payments. Lexington, Kentucky 40512-4293 400 Field Drive Warwick, Rhode Island 02887 Fax: (877) 202-0187, Contact: Margaret Mancarella 2219 Rimland Dr 2200 Route 10 PO Box 280 Investment Needs Annuity Exchange Annuity Exchange For investors with expensive and complex variable annuities in their portfolios, we offer a simplified, low-cost Investment Only Variable Annuity (IOVA) that trims costs and may potentially improve accumulation. Business Location Phone. Basic information 2. Fax: (412) 231-8535, William Penn Life Insurance Company of New York, Contact: Administrative Service Department Fax: (973) 779-8245, Contact: Home Office Box 14293 Birmingham, Alabama 35202-6687 Nationwide Receives Favorable IRS Private Letter Ruling on Taxation of Advisory Fees from Non-Qualified Annuities. This makes annuities a good balance to a financial portfolio for someone near or in retirement. Saturday 9 a.m. 6 p.m. 1 National Life Drive 177 South Commons Drive Dresher, PA 19025 Silver Spring, Maryland 20910 Fax: (860) 380-3280, Contact: Group Benefits Compliance Fax: (847) 615-4943, Contact: Audrey Thomas, Financial Secretary-Treasurer Investment Instructions - Monument Advisor Select, Investment Instructions -Monument Advisor, Annuity Contract Change Request Form - VA 109, Chronically Ill or Disabled Individual Physician Certification Form, Financial Adviser and Broker Dealer Change Request Form - FA CHG, Qualified Birth and Adoption Distribution Repayment Form, Transfer of Assets and Replacement for AK,AL,AZ,CO,CT,HI,IA,KY,LA,MD,ME,MO,MS,NC,NE,NH,NJ,NM,OH,OR,SC,SD,TX,UT,VT,WI,WV - APO-1868-17Z-NA, Transfer of Assets and Replacement for AR - APO-1868-17Z-NA, Transfer of Assets and Replacement for CA - APO-1868-17Z-NA, Transfer of Assets and Replacement for DC, ND - APO-1868-17Z-NA, Transfer of Assets and Replacement for DE - APO-1868-17Z-NA, Transfer of Assets and Replacement for FL - APO-1868-17Z-NA, Transfer of Assets and Replacement for GA - APO-1868-17Z-NA, Transfer of Assets and Replacement for ID, IL, TN - APO-1868-17Z-NA, Transfer of Assets and Replacement for IN - APO-1868-17Z-NA, Transfer of Assets and Replacement for KS - APO-1868-17Z-NA, Transfer of Assets and Replacement for MA - APO-1868-17Z-NA, Transfer of Assets and Replacement for MI - APO-1868-17Z-NA, Transfer of Assets and Replacement for MN - APO-1868-17Z-NA, Transfer of Assets and Replacement for MT - APO-1868-17Z-NA, Transfer of Assets and Replacement for NV - APO-1868-17Z-NA, Transfer of Assets and Replacement for OK - APO-1868-17Z-NA, Transfer of Assets and Replacement for PA - APO-1868-17Z-NA, Transfer of Assets and Replacement for RI - APO-1868-17Z-NA, Transfer of Assets and Replacement for VA - APO-1868-17Z-NA, Transfer of Assets and Replacement for WA - APO-1868-17Z-NA, Transfer of Assets and Replacement for WY - APO-1868-17Z-NA, Acord 1035 Exchange Rollover Transfer Form Addendum, Acord 1035 Exchange Rollover Transfer Form Addendum Beneficial Owner, Contract Change Request and Medical Questionnaire, Designation of Restricted Beneficiary for Immediate Annuity, Nationwide Automated Clearing House (ACH) Authorization Form, Nationwide Insurance Only Producer Non-Solicitation Form. Prospectuses are available from Nationwide. Massachusetts Mutual Life Insurance Company. 70c{0K0+,80^:" LabxfB#:bvI Scranton, Pennsylvania 18504-2005 Nationwide Retirement Solutions (800) 762-6212 (513) 794-6640 (800) 918-8877 Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies. West DesMoines, Iowa 50266 Financial professionals interested in the Nationwide Defined Protection Annuity should contact their Nationwide wholesaler or call the National Sales Desk at 800-321-6064. (612) 821-4637 Advisors Call 866.667.0564 Fax 866.667.0563 Email [email protected] Mail Nationwide PO Box 36750 Nationwide Investment Services Corporation, member FINRA. Chicago, Illinois 60646 (971) 321-7824 As you map out your clients' financial journeys, our tools allow you to run comparisons, illustrate hypothetical scenarios, and much more. Get right to work. (303) 626-5797 Fax: (515) 698-2034, Contact: Cassandra Holmes,National V.P./Secretary Lincoln, Nebraska 68501 P.O. P.O. Fax: (321) 400-6317. I am a U.S. citizen or other U.S. person and 4. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies. This allows clients to select how much of their investment90%, 95% or 100%will be protected from market losses and helps determine their performance opportunities. (800) 388-4000 0000004457 00000 n (212) 224-1720 (800) 818-8184 The index seeks to deliver a diversified multi-asset exposure and targets five equity style factors each backed by academic research. Box 899 700 Quaker Lane TIAA-CREF Life Insurance . The insurance company takes your benefit payout, invests it for the long term on a tax deferred basis, and in return, they provide a monthly stream of income that lasts for the rest of your life. Type: (Group Life Insurance) (877) 725-4872 Fax: (920) 628-5388, Transamerica Advisors Life Ins. Such persons should seek appropriate professional advice before making any investment. Talk to a specialist Call 1-877-245-0761 for sales or 1-800-848-6331 for service What is a deferred variable annuity? Please contact your Lincoln representative or the insurance company for costs and complete details. (800) 346-3677 option 6 Type: (Life Insurance) Type: (Life Insurance - Group) Minneapolis, Minnesota 55408 (800) 262-3862 (866) 516-5000 option 2 th DPA is uniquely positioned by offering this broad range of indices in combination with a floor structure that provides three defined protection levels which limit negative performance. Services 4. The index dynamically adjusts factor holdings to emphasize attractive opportunities and targets a consistent level of volatility with a focus on stability during market extremes. 0000002669 00000 n We will typically respond in one business day. P. O. Exclusive to Nationwide is the dynamic BlackRock Select Factor Index from BlackRock, currently the worlds largest asset manager. Double check all the fillable fields to ensure complete precision. Individual investors interested in learning more about the benefits of defined protection, should contact their financial professional and visit, Annexus designs solutions to help Americans grow and protect retirement savings. Obtain access to a HIPAA and GDPR compliant service for maximum efficiency. Accessibility 2022 Nationwide Mutual Insurance Company and affiliated companies. (718) 361-3617 Box 8769 Box 12687 4321 N. Ballard Rd. Type: (Life and Health) Fax:(866) 543-6958, Contact: Annuity Operations Type: (Life Insurance) P.O. Create and save reports in any of our calculators and use them to quickly generate proposals for your clients. Follow us onFacebookandTwitter. 0000002427 00000 n The Nationwide Retirement Institute is a division of NISC. In New York, Monument Advisor and Monument Advisor Select are issued by Jefferson National Life Insurance Company of New York, New York, NY. Type: (Life Insurance) (570) 344-1513, Contact: Joseph A. Drobot, National President Fax: (860) 607-5401, Renaissance Life & Health Insurance Company of NY, Contact: Todd Neu P.O. Box 7960 The index dynamically adjusts factor holdings to emphasize attractive opportunities and targets a consistent level of volatility with a focus on stability during market extremes. Box 14293 2022 Nationwide Mutual Insurance Company and affiliated companies. (516) 938-6060, Zurich American Life Insurance Company of New York, Contact: Policyowner Service - Reg 60 Fax: (908) 552-3403, Contact: Post Issue Regulation 60 List of currently available NATIONWIDE forms on Laser App, 401(a) Annuity Disclosure Statement - APO-3545, 403(b) Optional Retirement Plan Disclosure for VAs - APO-1806, 403(b) Optional Retirement Plan Disclosure for VAs - APO-1806 [TX], ACH Payment Form for Commission Payments - NAF-0117, Additional Beneficiaries Form - VAF-0328AO, Annuitant Change Request and Medical Questionnaire - APO-5306-P, Annuity Suitability Questionnaire - DFS-H1-1980 [FL], Automated Clearing House (ACH) Authorization For Payment of Annuity Purchase Payments - APO-1869, Beneficiary Claim Form - AAF-0107 [Generic], Buyer's Guide for Deferred Annuities - G-9833, Buyer's Guide to Fixed Deferred Annuities - ANB-LE [AK-HI-ID-NC-SC], Buyer's Guide to Fixed Deferred Annuities - ANB-LP99 [MT], Buyer's Guide to Fixed Deferred Annuities - APO-1702-C [MI], CARES Act Waiver of Required Minimum Distribution (RMD) Request Form - AAF-0556AO, CARES Act Waiver of Required Minimum Distribution (RMD) Request Form - AAF-0556AO.2, Consent to Designation of Annuity Contract Beneficiary - AAFF-0001M3, Contract Owner Withdrawal Request Form - VAF-0168, Custom Choice Mass Block Exchange Form - VAF-0580AO, Custom Choice Mass Block Exchange Form - VAF-0592AO, Customer Profile for Fixed Annuity Products - FAF-0582AO, Customer Suitability and Best Interest for Fixed Annuity Products - FAF-0536NY [NY], Deferred Annuitization Election Form - APO-5117, Definition of Replacement - APO-3381 [NY], Delivery of Notice to Senior - LAF-0160AO [CA], Destination B (2.0) Application - ICC19-VAAA-0138AO [AO], Destination B (2.0) Application - VAAA-0138CA [CA], Destination B (2.0) Application - VAAA-0138FL [FL], Destination B (2.0) Application - VAAA-0138M3 [M3], Destination B (2.0) Application - VAAA-0138NY [NY], Destination Freedom Plus VA App - ICC17-VAAA-0117AO [AO], Destination Freedom Plus VA App - VAAA-0117CA [CA], Destination Freedom Plus VA App - VAAA-0117FL [FL], Destination Freedom Plus VA App - VAAA-0117M3 [M3], Destination Freedom Plus VA App - VAAA-0117NY [NY], Destination Navigator (2.0) Application - ICC19-VAAA-0139AO [AO], Destination Navigator (2.0) Application - VAAA-0139CA [CA], Destination Navigator (2.0) Application - VAAA-0139FL [FL], Destination Navigator (2.0) Application - VAAA-0139M3 [M3], Destination Navigator (2.0) Application - VAAA-0139NY [NY], Disclosure and Comparison - DFS-H1-1981 [FL], Disclosure for Contracts Where the Owner & Annuitant are Not the Same Person(For Non-Qualified Only), Exchange/Allocation Authorization Request - APO-2428, Fixed Annuity Suitability Checklist - FAF-0485AO.4, GMIB Deferred Annuity Payment Election Form - AAF-0117, Householding of Additional Purchase Payment Credits - VAF-0211AO, Immediate Annuity Owner Change Request - VAF-0302, Immediate Annuity Payee Administrative Form - FAF-0634AO, Important Information for United States Armed Forces Personnel - VAF-0223AO, Important Notice Regarding Replacement of Your Annuity Contract - FAF-0108NV.2 [NV], Income Promise Select - IAA-0107 [CA-DE-DC-ND-SD-VI], Income Promise Select - ICC22-IAA-0107AO [Generic], Income Promise Select Designation of Restricted Beneficiary for Immediate Annuity - VAFF-0165AO, Insurance Agent (Producer) Disclosure for Annuities - FAF-0584AO, Investment Advisor Election Form - APO-5118, Licensing Services Division Producer Information Form - NAFF-0105AO, Lifetime Income Rider and Withdrawal Administrative Form - AAF-0445AO, Lifetime Income Withdrawal Administrative Form - VAF-0186, Nationwide Custom Choice Administrative Form - VAF-0544AO, Nationwide Custom Choice Mass Block Exchange Form - VAF-0593AO, Nationwide Custom Portfolio Admin Form for Nationwide Destination Architect (2.0) - VAFF-0123AO, Nationwide Custom Portfolio Administrative Form for all 2.0 Product Versions - VAFF-0104AO, Nationwide Custom Portfolio Change Form - VAF-0243AO, Nationwide Custom Portfolio Change Form for M and T Variable Annuity Portfolio II - VAF-0244AO, Nationwide Defined Protection Annuity - VAAA-0131AK [AK], Nationwide Defined Protection Annuity - VAAA-0131AZ [AZ], Nationwide Defined Protection Annuity - VAAA-0131CA [CA], Nationwide Defined Protection Annuity - VAAA-0131CT [CT], Nationwide Defined Protection Annuity - VAAA-0131FL [FL], Nationwide Defined Protection Annuity - VAAA-0131IL [IL], Nationwide Defined Protection Annuity - VAAA-0131IN [IN], Nationwide Defined Protection Annuity - VAAA-0131KS [KS], Nationwide Defined Protection Annuity - VAAA-0131LA [LA], Nationwide Defined Protection Annuity - VAAA-0131M3 [Generic], Nationwide Defined Protection Annuity - VAAA-0131MD [MD], Nationwide Defined Protection Annuity - VAAA-0131ME [ME], Nationwide Defined Protection Annuity - VAAA-0131MN [MN], Nationwide Defined Protection Annuity - VAAA-0131NC [NC], Nationwide Defined Protection Annuity - VAAA-0131NE [NE], Nationwide Defined Protection Annuity - VAAA-0131NH [NH], Nationwide Defined Protection Annuity - VAAA-0131NJ [NJ], Nationwide Defined Protection Annuity - VAAA-0131NV [NV], Nationwide Defined Protection Annuity - VAAA-0131PA [PA], Nationwide Defined Protection Annuity - VAAA-0131PR [PR], Nationwide Defined Protection Annuity - VAAA-0131TX [TX], Nationwide Defined Protection Annuity - VAAA-0131UT [UT], Nationwide Defined Protection Annuity - VAAA-0131VA [VA], Nationwide Defined Protection Annuity - VAAA-0159MO [MO], Nationwide Defined Protection Annuity Withdrawal Form - FAF-0518AO, Nationwide Destination Series Dollar Cost Averaging - VAF-0321AO, Nationwide Destination Series Dollar Cost Averaging - VAF-0408AO, Nationwide High Point 365 Select Lifetime Income Election and Administrative Request - FAF-0635AO, Nationwide Insurance Only Producer Non-Solicitation Form - FAFF-0001AO, Nationwide Multi-Contract Letter of Instruction - AAF-0557AO, Nationwide New Heights Fixed Indexed Annuity Withdrawal Form - FAFF-0009A0.8, Nationwide New Heights Index Value Lock In Request - FAFF-0008AO.4, Nationwide New Heights Multi-Contract Letter of Instruction - FAFF-0019AO.5, Nationwide New Heights Select (8, 9, 10, 12) Fixed Indexed Annuity Withdrawal Form - FAF-0578AO, Nationwide New Heights Select 10 Fixed Indexed Annuity - FAAA-0166AZ [AZ], Nationwide New Heights Select 10 Fixed Indexed Annuity - FAAA-0166FL [FL], Nationwide New Heights Select 10 Fixed Indexed Annuity - FAAA-0166IL [IL], Nationwide New Heights Select 10 Fixed Indexed Annuity - FAAA-0166IN [IN], Nationwide New Heights Select 10 Fixed Indexed Annuity - FAAA-0166KS [KS], Nationwide New Heights Select 10 Fixed Indexed Annuity - FAAA-0166LA [LA], Nationwide New Heights Select 10 Fixed Indexed Annuity - FAAA-0166M3 [M3], Nationwide New Heights Select 10 Fixed Indexed Annuity - FAAA-0166MA [MA], Nationwide New Heights Select 10 Fixed Indexed Annuity - FAAA-0166MD [MD], Nationwide New Heights Select 10 Fixed Indexed Annuity - FAAA-0166ME [ME], Nationwide New Heights Select 10 Fixed Indexed Annuity - FAAA-0166NC [NC], Nationwide New Heights Select 10 Fixed Indexed Annuity - FAAA-0166ND [ND], Nationwide New Heights Select 10 Fixed Indexed Annuity - FAAA-0166VA [VA], Nationwide New Heights Select 10 Fixed Indexed Annuity - ICC20-FAAA-0166AO, Nationwide New Heights Select 10 Fixed Indexed Annuity Disclosure Summary - FAF-0563AO, Nationwide New Heights Select 12 Fixed Indexed Annuity - FAAA-0167AZ [AZ], Nationwide New Heights Select 12 Fixed Indexed Annuity - FAAA-0167FL [FL], Nationwide New Heights Select 12 Fixed Indexed Annuity - FAAA-0167IL [IL], Nationwide New Heights Select 12 Fixed Indexed Annuity - FAAA-0167IN [IN], Nationwide New Heights Select 12 Fixed Indexed Annuity - FAAA-0167KS [KS], Nationwide New Heights Select 12 Fixed Indexed Annuity - FAAA-0167LA [LA], Nationwide New Heights Select 12 Fixed Indexed Annuity - FAAA-0167M3 [Generic], Nationwide New Heights Select 12 Fixed Indexed Annuity - FAAA-0167MA [MA], Nationwide New Heights Select 12 Fixed Indexed Annuity - FAAA-0167MD [MD], Nationwide New Heights Select 12 Fixed Indexed Annuity - FAAA-0167ME [ME], Nationwide New Heights Select 12 Fixed Indexed Annuity - FAAA-0167NC [NC], Nationwide New Heights Select 12 Fixed Indexed Annuity - FAAA-0167ND [ND], Nationwide New Heights Select 12 Fixed Indexed Annuity - FAAA-0167VA [VA], Nationwide New Heights Select 12 Fixed Indexed Annuity Disclosure Summary - FAF-0564AO, Nationwide New Heights Select 8 Fixed Indexed Annuity - FAAA-0164AZ [AZ], Nationwide New Heights Select 8 Fixed Indexed Annuity - FAAA-0164FL [FL], Nationwide New Heights Select 8 Fixed Indexed Annuity - FAAA-0164IL [IL], Nationwide New Heights Select 8 Fixed Indexed Annuity - FAAA-0164IN [IN], Nationwide New Heights Select 8 Fixed Indexed Annuity - FAAA-0164KS [KS], Nationwide New Heights Select 8 Fixed Indexed Annuity - FAAA-0164LA [LA], Nationwide New Heights Select 8 Fixed Indexed Annuity - FAAA-0164M3 [Generic], Nationwide New Heights Select 8 Fixed Indexed Annuity - FAAA-0164MA [MA], Nationwide New Heights Select 8 Fixed Indexed Annuity - FAAA-0164MD [MD], Nationwide New Heights Select 8 Fixed Indexed Annuity - FAAA-0164ME [ME], Nationwide New Heights Select 8 Fixed Indexed Annuity - FAAA-0164NC [NC], Nationwide New Heights Select 8 Fixed Indexed Annuity - FAAA-0164ND [ND], Nationwide New Heights Select 8 Fixed Indexed Annuity - FAAA-0164VA [VA], Nationwide New Heights Select 8 Fixed Indexed Annuity - ICC20-FAAA-0164AO, Nationwide New Heights Select 8 Fixed Indexed Annuity Disclosure Statement - FAF-0561AO, Nationwide New Heights Select 9 Fixed Indexed Annuity - FAAA-0165AZ [AZ], Nationwide New Heights Select 9 Fixed Indexed Annuity - FAAA-0165FL [FL], Nationwide New Heights Select 9 Fixed Indexed Annuity - FAAA-0165IL [IL], Nationwide New Heights Select 9 Fixed Indexed Annuity - FAAA-0165IN [IN], Nationwide New Heights Select 9 Fixed Indexed Annuity - FAAA-0165KS [KS], Nationwide New Heights Select 9 Fixed Indexed Annuity - FAAA-0165LA [LA], Nationwide New Heights Select 9 Fixed Indexed Annuity - FAAA-0165M3 [Generic], Nationwide New Heights Select 9 Fixed Indexed Annuity - FAAA-0165MA [MA], Nationwide New Heights Select 9 Fixed Indexed Annuity - FAAA-0165MD [MD], Nationwide New Heights Select 9 Fixed Indexed Annuity - FAAA-0165ME [ME], Nationwide New Heights Select 9 Fixed Indexed Annuity - FAAA-0165NC [NC], Nationwide New Heights Select 9 Fixed Indexed Annuity - FAAA-0165ND [ND], Nationwide New Heights Select 9 Fixed Indexed Annuity - FAAA-0165VA [VA], Nationwide New Heights Select 9 Fixed Indexed Annuity - FAAA-0169CA [CA], Nationwide New Heights Select 9 Fixed Indexed Annuity - FAAA-0169M3 [DE], Nationwide New Heights Select 9 Fixed Indexed Annuity - ICC20-FAAA-0165AO, Nationwide New Heights Select 9 Fixed Indexed Annuity Disclosure Summary - FAF-0562AO, Nationwide New Heights Select Index Value Lock-In Request - FAF-0565AO, Nationwide Peak Fixed Indexed Annuity - FAAA-0124CA [CA], Nationwide Peak Fixed Indexed Annuity - FAAA-0124M3 [DE], Nationwide Peak Fixed Indexed Annuity - FAAA-0130FL [FL], Nationwide Peak Fixed Indexed Annuity - FAAA-0130M3 [DC-SD], Nationwide Peak Fixed Indexed Annuity - FAAA-0130ND [ND], Nationwide Peak Fixed Indexed Annuity - ICC16-FAAA-0130AO [Compact], Nationwide Peak Fixed Indexed Annuity Disclosure Summary - FAFF-0039AO, Nationwide Secure Growth Application - FAAA-0132CA.1 [CA], Nationwide Secure Growth Application - FAAA-0132FL.1 [FL], Nationwide Secure Growth Application - FAAA-0132M3 [VI], Nationwide Secure Growth Application - FAAA-0132M3.1 [M3], Nationwide Secure Growth Application - FAAA-0132NY [NY], Nationwide Secure Growth Application - ICC19-FAAA-0132AO.1 [Generic], Nationwide Secure Growth Fixed Annuity Disclosure - FAF-0440AO.5, Nationwide Summit Fixed Indexed Annuity - FAAA-0128CA [CA], Nationwide Summit Fixed Indexed Annuity - FAAA-0128M3 [DE], Nationwide Summit Fixed Indexed Annuity - FAAA-0129FL [FL], Nationwide Summit Fixed Indexed Annuity - FAAA-0129M3 [DC-SD], Nationwide Summit Fixed Indexed Annuity - FAAA-0129ND [ND], Nationwide Summit Fixed Indexed Annuity - ICC16-FAAA-0129AO [Compact], Nationwide Summit Fixed Indexed Annuity Disclosure Summary - AAF-0409AO, Non-Qualified Contract With Non-Natural Owner - APO-2859, Non-Resident Sales Information Form - AAF-0505AO, Notice Regarding Standards for Medi-Cal Eligibility and Recovery - DHCS 7102 [CA], Notice to New Jersey Residents - 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