Get Secureplus Elite 5 457b - National Life Group

Filling out the SecurePlus Elite 5 457b form is a straightforward process designed to help you secure an annuity that fits your retirement needs. This guide offers clear, step-by-step instructions to assist you in completing the form accurately and easily, ensuring you make informed decisions about your financial future.

Follow the steps to properly complete the SecurePlus Elite 5 457b form online:

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Complete Section I - Owner/Annuitant: Provide the details including the owner's name, trust or taxpayer ID, address, phone number, and social security number of the annuitant. Ensure that all required fields are accurately filled.
3. Fill out Section II - Beneficiary Information: List the primary and contingent beneficiaries along with their relationships and social security numbers. Allocate the shares among them in percentages.
4. In Section III - Premium, indicate the amount paid with the application. Specify any rollovers or transfers and the planned premium amount. Choose the method of payment and how often you wish to pay.
5. Navigate to Section IV - Plan Selected: Confirm your choice of the SecurePlus Elite 5 Flexible Premium Indexed and Declared Interest Annuity.
6. In Section V - Plan Qualification, select your qualification type (e.g., 457 Deferred Compensation or Roth 457(b)).
7. Complete Section VI - Existing Insurance if applicable, noting whether any replacement of existing life insurance or annuity is involved.
8. Add any remarks in Section VII, if necessary.
9. Proceed to Section XI, where you, as the applicant, and the agent will sign and date the application, affirming that all information provided is accurate.
10. Review all sections to ensure all information is complete and accurate before final submission.
11. Upon completion and review, you can save the changes, download, print, or share the finalized form.

Don't wait any longer; complete your SecurePlus Elite 5 457b application online today!