Service Forms
Claim Form for Group Healthcare Reimbursement Account
Use this form to request medical expense reimbursement following severance from employment.
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Collateral Assignment for Annuity Contract
Use this form to assign a Non-Qualified Contract/Policy (the "Contract") as collateral.
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Collateral Assignment for Fixed Annuity
For assigning or transferring over to an Assignee, certain rights, title, and interests of the policy as set forth by this document.
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Contribution Information for NEA Valuebuilder® Future, Select and Multi-Flex
For changing the contribution amount of future payments, changing employer information and applying to make contributions automatically via Electronic Funds Transfer (EFT). Note: This is not the proper form to use to transfer funds.
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Dollar Cost Averaging AdvisorDesigns
Use this form to request periodic exchanges from one investment option to one or more investment options. Complete the entire form.
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Dollar Cost Averaging for Annuity Contract
Use this form to request periodic exchanges from one investment option to one or more investment options. Dollar Cost Averaging is subject to the provisions of your Contract and the current Prospectus.
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Dollar Cost Averaging for Custodial Account
Use this form to request periodic exchanges from one investment option to one or more investment options.
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Dollar Cost Averaging for EliteDesigns
Use this form to request periodic exchanges from one investment option to one or more investment options. Must be accompanied by the Fund Investment Options Sheet.
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Dollar Cost Averaging for EliteDesigns® II Variable Annuity
Use this form to request periodic exchanges from one investment option to one or more investment options.
Must be accompanied by the Fund Investment Options Sheet.
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Dollar Cost Averaging for Group Healthcare Reimbursement Account
Use this form to request periodic exchanges from one investment option to one or more investment options.
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