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AnnuitiesNonqualified transfer/1035 exchange request This nonqualified transfer request form is provided for your convenience in handling all full and partial nonqualified transfers and 1035 exchanges.

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What is this non-qualified transfer request?

This non-qualified transfer request is a form used to transfer assets from a tax-advantaged account to a non-qualified account.

Who is required to file this non-qualified transfer request?

Account holders who want to move funds from a tax-advantaged account to a non-qualified account are required to file this transfer request.

How to fill out this non-qualified transfer request?

To fill out this transfer request, account holders need to provide information such as account details, the amount to be transferred, and the reason for the transfer.

What is the purpose of this non-qualified transfer request?

The purpose of this transfer request is to document the movement of funds from a tax-advantaged account to a non-qualified account for tax and reporting purposes.

What information must be reported on this non-qualified transfer request?

Information such as account numbers, the amount transferred, the date of transfer, and the reason for the transfer must be reported on this request.

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