May 24, 2022
Use List Bill to Receive One Premium Notice for Multiple Policies
Consider this service for an employer or family that is paying premiums on multiple policies.
List Bill, also known as Group Bill, is a way for a payor to receive one premium notice for multiple policies, instead of several individual notices. When List Bill is established, the grouping of policies are referenced under a single bill number.
Simplified Billing Application Form 0895
The completed Simplified Billing Application form can be sent to the group email box at GroupBill-Life@nationallife.com. If the form is completed correctly a group number will be provided within 24 hours.
For questions regarding list bills for LSW annuity products, please contact billing@nationallife.com.
If you have the opportunity for a large group, and want more help, please contact Advanced Markets.
Payors can elect EITHER automatic draft (EFT) or list bill. At this time, it is not possible to receive a paper bill (list bill) from us and have automatic drafts. If the employer prefers EFT, and the policies are currently on group, they would need to be removed from the group and added to EFT. The employer would not receive any invoice notices.
If electing EFT, check the box to elect one total draft.
An officer of the company can sign the form and a list of the policies can be attached to the form. The list should make note that this is an employer-employee group and mention if this is also payroll deduction.
The completed 1707 EFT form can be sent to the EFT email box at EFTteam@nationallife.com.
Agent must collect initial premium(s) and can request an Initial Payment Invoice by emailing the group at GroupBill-Life@nationallife.com. A bill will not generate until the first payment is received.
The agent can collect initial premium and mail to:
1 National Life Drive
Montpelier, VT 05604
Wire or ACH to:
JPMorgan Chase – 270 Park Avenue, New York, NY 10017
• Account Name: NL EFT Premium Account
• Account Number: 323115888
• Routing/ABA No: 021000021
Always include the group number and group name.
Mail to:
1 National Life Drive
Montpelier, VT 05604
Wire or ACH to:
JPMorgan Chase – 270 Park Avenue, New York, NY 10017
• Account Name: NL EFT Premium Account
• Account Number: 323115888
• Routing/ABA No: 021000021
Always include the group number and group name.
For special service requests please contact GroupBill-Life@nationallife.com
Mail to:
1 National Life Drive
Montpelier, VT 05604
Wire or ACH to:
JPMorgan Chase – 270 Park Avenue, New York, NY 10017
• Account Name: NL EFT Premium Account
• Account Number: 323115888
• Routing/ABA No: 021000021
Always include the group number and group name.