If you already have an existing policy with us, the Authorization to Transfer Funds Form can be downloaded from Service Forms on our website. However, you will need to call our customer service team to obtain the applicable State Replacement Form.
Once Jefferson National receives the above forms, we will forward to your insurance company along with our Letter of Acceptance. However, some insurance companies may have additional requirements such as their own 1035 Exchange Forms, Signature Guarantees, W-9 Forms etc. You may wish to contact your insurance company to obtain its requirements.
NOTE: Before exchanging an annuity, owners should make sure that their contract does not have any outstanding loan or subject to surrender charges