Other

Claim Form for Group Healthcare Reimbursement Account

Use this form to request medical expense reimbursement following severance from employment.

Variable Annuity | Fixed Annuity

Collateral Assignment for Annuity Contract

Use this form to assign a Non-Qualified Contract/Policy (the "Contract") as collateral.

Fixed Annuity

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.

Variable Annuity

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.

Variable Annuity

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.

Variable Annuity | Mutual Fund

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.

Mutual Fund | Variable Annuity | Other

Dollar Cost Averaging for Custodial Account

Use this form to request periodic exchanges from one investment option to one or more investment options.

Variable Annuity

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.

Variable Annuity

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.

Other

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.

Product

Custom

Legacy Product

Other

Product type

Tax code

Account changes and requests