Get Nn0908e

The Nn0908e form facilitates the transfer of assets in segregated funds, allowing users to retain key contract features. This guide will provide you with a clear and structured approach to confidently complete the form online, ensuring all necessary details are accurately entered.

Follow the steps to successfully complete the Nn0908e form online.

1. Click ‘Get Form’ button to obtain the Nn0908e and open it in the editor.
2. Begin by filling in the contract details. Enter the name of the owner or beneficial owner #1 in the designated fields with first, middle initial, and last name.
3. In the 'Transferring from' section, provide the contract or reference number. Indicate whether you want to transfer the full contract value or specify otherwise in section 4.
4. Move to the 'Transferring to' section. Specify if you are transferring to a new or existing contract and provide the contract/reference number. Include the name of owner/beneficial owner #2 and the name and signature of the current distributor or trustee if applicable.
5. If applicable, complete the 'Partial transfers' section only if you are not transferring the full contract value.
6. Provide the necessary signatures in the 'Please sign here' section. Ensure that all owners sign and that you comply with corporate signing requirements for non-individual owners.
7. List fund numbers and withdrawal amounts for any funds being transferred, ensuring the information is accurate. Signature confirmation is necessary for owner/beneficial owners.
8. Complete any additional sections as required, including beneficiary designations and confirmation of agreement with provisions. Provide details about your employment status and verification documents.
9. After completing the form, review all sections to ensure accuracy. Once verified, save your changes, download the form, print it for your records, or share it as necessary.

Complete your Nn0908e form online today for a seamless transfer process.