Get Owner Designation Form. 2014 Statutory Annual Statement For Northwestern Mutual Life Insurance

This guide provides clear instructions for completing the Owner Designation Form for the 2014 Statutory Annual Statement for Northwestern Mutual Life Insurance. Our aim is to support you through the process, ensuring that each section of the form is filled out accurately and efficiently.

Follow the steps to complete the Owner Designation Form effectively.

1. Click 'Get Form' button to obtain the form and open it for editing.
2. In section A, provide your policy number(s), the full legal name of the insured person, and their date of birth in the specified format (mm/dd/yyyy).
3. In section B, specify your ownership type by selecting one of the given options. Complete the required fields with the individual owner's full legal name, date of birth, residential address (avoid using a PO Box), mailing address (if different), phone number, email address, relationship to insured, and Taxpayer Identification Number.
4. If there are joint or contingent owners, fill out the additional fields in section B for each joint or contingent owner, including their full legal name, date of birth, contact information, and relationship to the insured.
5. In section C, if applicable, select the type of entity ownership and fill out the entity's full legal name, legal and mailing address, contact details, and Taxpayer Identification Number.
6. Proceed to section D. Understand that changing ownership will revoke all prior beneficiary designations. Certify the transfer details by selecting the appropriate certification.
7. Review the important information in section E regarding compliance, rights, and acknowledgments before signing.
8. In section F, provide all required signatures from the owner, new owner (if ownership is changing), and any witnesses, ensuring that all signatures are dated.
9. Once completed, return pages 1 - 4 of the form for processing via mail or fax as instructed in section G.

Complete your Owner Designation Form online today to ensure your insurance ownership is accurately updated.