October 29, 2019
Annuity eApp Upgrade for Internal Exchanges
NLG will accept electronic signatures for internal exchanges on most cases.
Beginning October 26, 2019, NLG will accept electronic signatures through eApp on Form 2804 Annuity Internal Exchange / Transfer Request for most eApps for the following plan types:
Non-Qualified, IRA, Roth IRA, 403(b), Roth 403(b), 457(b), and Roth 457(b)
Please note that although we will accept the applicant’s electronic signature for an internal exchange, TPA approval may be required for some retirement plans.
Internal Exchange electronic signatures are not available in community property states where the signature of the spouse is required (AZ, CA, ID, LA, NV, NM, TX, WA, and WI) and internal exchanges that may involve ERISA plans (ERISA 403(b), SIMPLE IRA, SEP, Pension/Profit Sharing, 412(i), and 401(k) plans).
