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Jefferson National Life Insurance Company (“The Company “) Regular Delivery: P.O. Box 36750, Louisville, KY 40233 Overnight: 10350 Crosby Park Place, Louisville, KY 40223 P:866.667.0561 F: 866.667.0563
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How to fill out jefferson national advisor authorization

01
Obtain the Jefferson National Advisor Authorization form from the official website or your financial advisor.
02
Read the instructions provided with the form carefully to understand the required information.
03
Start by filling out your personal information, including your full name, address, and contact details.
04
Provide your Social Security number or taxpayer identification number for identification purposes.
05
Indicate the type of account you have with Jefferson National by selecting the appropriate option.
06
Specify the investment advisor or financial institution you authorize to act on your behalf.
07
Choose the level of authority you wish to grant, such as trading authority or limited power of attorney.
08
Review the document thoroughly to ensure all information is accurate and complete.
09
Date and sign the form, certifying that you understand and agree to the terms and conditions.
10
Make a copy of the completed form for your records and submit the original to Jefferson National or your financial advisor.

Who needs jefferson national advisor authorization?

01
Jefferson National Advisor Authorization is needed by individuals who have an account with Jefferson National and wish to grant authority to an investment advisor or financial institution to act on their behalf.
02
It is particularly relevant for individuals who prefer to delegate investment decisions or require assistance managing their Jefferson National account.
03
Having Jefferson National Advisor Authorization can provide convenience and enable authorized parties to execute transactions and make investment decisions on behalf of the account holder.
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Jefferson National Advisor Authorization is a form that allows a financial advisor to act on behalf of a client with Jefferson National.
Financial advisors who wish to manage assets on behalf of a client with Jefferson National are required to file the advisor authorization form.
To fill out the Jefferson National Advisor Authorization, the financial advisor must provide their contact information, client's information, and details about the authorization requested.
The purpose of Jefferson National Advisor Authorization is to authorize a financial advisor to manage assets on behalf of a client with Jefferson National.
The advisor's contact information, client's information, and details about the authorization requested must be reported on Jefferson National Advisor Authorization.
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