Step 1: Click on the button to download the paperwork for National Life Group.
Complete Section 1.
In Section 2, select Transfer/Rollover. Select Full amount to move all the funds and close your account.
In Section 3, leave blank as the funds will be moved to another account.
Section 4a, select the reason, usually reaching the age of 59 ½ or being separated from service.
In Section 5, federal withholding does not apply if the funds are directly rolled over to another account.
In Section 9, you and your spouse must sign.
Step 2: All distributions must be approved by the school district’s third-party administrator (TPA). The TPA is for the employer at which you were working when you set up the account.
Check the email you received for your school districts Third Party Administrator so you can follow their procedures.
If you have questions about their forms or their procedures, please contact them directly.
Step 3: Submit All Forms (Company form and TPA Form, if required) to the TPA.
Step 4: Wait one week to follow up with the TPA.
When they approve your request, they will forward the paperwork to the company.
Step 5: Wait one week and follow up with National Life Group by calling 800-732-8939. You will also need to follow up with the company that is receiving the funds. You will need to contact them as they will be completing the request to receive the funds.
Please Note: We will not be able to update you on the status of your transfer or rollover. Your new agent will need to help you, or you can call the transferring company directly at the number above.