Transcription of New York Life Annuities
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New York Life Annuities
NYL-RS-1121 Representative Service KitNew York Life AnnuitiesAnnuities are issued by New York Insurance and Annuity Corporation ( NYLIAC ), a Delaware is a wholly owned subsidiary of New York Life Insurance Annuities offered through properly licensed registered representatives of a third party registered broker FDIC/NCUA InsuredNot a DepositMay Lose ValueHave No Bank GuaranteeNot Insured by Any Government AgencyForms Included In This Kit:1035 Exchange Form (for Non-Qualified plans only)Transfer/Direct Rollover Form (for Qualified plans only)Certificate of Deposit/Mutual Fund Redemption and Transfer Form (for Non-Qualified plans only) Inherited Individual Retirement Annuity/Account (IRA) Information/Transfer FormInherited Individual Retirement Annuity Information Disclosure StatementIf you need assistance, please contact:Sales Desk1-888-474-7725 Regular Mail NYL Annuities - TPDMail Code 7390PO Box 7247 Philadelphia, PA 19170-7390 Overnight/Express Mail NYL Annuities - TPD400 White Clay Center Drive Attn: LOCKBOX # 7390 Newark, DE 19711F-RS-I (11/2021)Inherited Individual Retirement Annuity Information Disclosure Statement for Guaranteed Lifetime Income or Guaranteed Period Income Annuity1035 Exchange FormFor Non-Qualified Policies OnlyANN43263F (11/2021)Page 1 of 2 Annuities are issued by New York Life Insurance and Annuity Corporation ( NYLIAC ), a Delaware Corporation.
NYLIAC accepts this assignment and herby requests full/partial surrender of the above referenced policy/contract. The surrender represents a transfer of funds to NYLIAC to qualify as an exchange under Section 1035 of the Internal Revenue Code.
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