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Non-Qualified 1035 Exchange Request Form 1370 AMERICAN SAVINGS LIFE INSURANCE COMPANY 480.835.5000 800.880.2112 fax:480.835.5355 935 E Main Street, Mesa, Arizona 85203 www.AmericanSavingsLife.com

How to fill out non-qualified 1035 exchange request

How to fill out non-qualified 1035 exchange request:

1. Gather all necessary documents: Start by collecting all the required documents for the non-qualified 1035 exchange request. This may include any forms provided by the insurance company, policy details, and personal identification information.
2. Review current policy: Take the time to review your current policy and understand its terms and conditions. This will help you ensure that you are making an informed decision and will help guide you during the exchange process.
3. Choose a new policy: Research and select a new policy that meets your financial goals and needs. Consider factors such as the coverage offered, premium costs, and any additional benefits or riders that may be available.
4. Obtain necessary forms: Contact your insurance company or agent to obtain the required forms for the non-qualified 1035 exchange request. These forms may vary depending on the company and the type of policy being exchanged.
5. Fill out the forms: Carefully fill out the forms, providing accurate information and double-checking for any errors. Be sure to include all required details, such as policy numbers, account information, and the reason for the exchange.
6. Attach supporting documents: If any supporting documents are required, such as a copy of your current policy or a copy of your identification, make sure to include them with the completed forms.
7. Review and sign: Before submitting the forms, review them one final time to ensure everything is accurate and complete. Sign the forms as required and date them accordingly.
8. Submit the request: Once you are confident that all the necessary information has been provided and the forms have been properly filled out, submit the non-qualified 1035 exchange request to your insurance company or agent. You may be required to mail the forms or submit them electronically, depending on the company's guidelines.

Who needs non-qualified 1035 exchange request:

1. Individuals looking to transfer funds from one life insurance policy to another may need a non-qualified 1035 exchange request. This could include individuals who are seeking better policy benefits, lower premiums, or a different carrier.
2. Policyholders who want to take advantage of tax-deferred growth may also require a non-qualified 1035 exchange request. This allows them to transfer funds from one policy to another without incurring immediate tax consequences.
3. People who have experienced a change in financial circumstances or personal goals may find a non-qualified 1035 exchange request beneficial. This allows them to adjust their life insurance coverage to align with their current needs.

Overall, anyone considering making changes to their life insurance policies or seeking potential tax advantages may benefit from understanding and utilizing the non-qualified 1035 exchange request process.

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