Nationwide Advisory Solutions Online Forms Library

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Nationwide Advisory Solutions
Advisor Authorization Agreement
Lit No: VA 122
Revised: 02/01/2018
Form ID: 62632
Publish: 06/11/2018
Details
Nationwide Advisory Solutions
Annuity Application - CA
Lit No: JNL-6005-7-CA
Revised: 06/01/2018
Form ID: 62633
Publish: 06/21/2018
Details
Nationwide Advisory Solutions
Annuity Application - CT, DE, ND, SD
Lit No: JNL-6005-7
Revised: 06/01/2018
Form ID: 62634
Publish: 06/21/2018
Details
Nationwide Advisory Solutions
Annuity Application - DC
Lit No: JNL-6005-7-DC
Revised: 06/01/2018
Form ID: 62635
Publish: 06/21/2018
Details
Nationwide Advisory Solutions
Annuity Application - FL
Lit No: JNL-6005-7-FL
Revised: 06/01/2018
Form ID: 62636
Publish: 06/21/2018
Details
Nationwide Advisory Solutions
Annuity Application - ICC
Lit No: ICC17 JNL-6005-7
Revised: 06/01/2018
Form ID: 62637
Publish: 06/21/2018
Details
Nationwide Advisory Solutions
Annuity Application - NY
Lit No: JNL NY-6005-1
Revised: 06/01/2018
Form ID: 62638
Publish: 06/25/2018
Details
Nationwide Advisory Solutions
Appendix A Investment Options - NY
Lit No: JNL NY-6005-1
Revised: 06/01/2018
Form ID: 62639
Publish: 06/27/2018
Details
Nationwide Advisory Solutions
Auth to Disclose Contact Information - Form B
Lit No: Form B
Revised: 06/01/2018
Form ID: 62640
Publish: 06/12/2018
Details
Nationwide Advisory Solutions
Authorization to Transfer Funds
Lit No: VA 121
Revised: 02/01/2018
Form ID: 62641
Publish: 06/27/2018
Details
Nationwide Advisory Solutions
Definiton of Replacement - Form A - NY
Lit No: Form A
Revised: 06/01/2018
Form ID: 62642
Publish: 06/12/2018
Details
Nationwide Advisory Solutions
Disclosure and Comparion of Annuity Contracts - FL
Lit No: DFS-H1-1981-FL
Revised: 02/01/2018
Form ID: 62643
Publish: 06/22/2018
Details
Nationwide Advisory Solutions
Sales Material Checklist - NY
Lit No: NY-Sales Material Check List
Revised: 06/01/2018
Form ID: 62644
Publish: 06/12/2018
Details
Nationwide Advisory Solutions
Disclosure Statement - Form D - NY
Lit No: Form D
Revised: 06/01/2018
Form ID: 62645
Publish: 06/27/2018
Details
Nationwide Advisory Solutions
Disclosure Statement - Form E - NY
Lit No: Form E
Revised: 06/01/2018
Form ID: 62646
Publish: 06/27/2018
Details
Nationwide Advisory Solutions
Due Diligence Supp - Non - Natural Owner - CW
Lit No: VA 123 JNL-6000
Revised: 02/01/2018
Form ID: 62647
Publish: 06/27/2018
Details
Nationwide Advisory Solutions
Existing (A Policy Info Sheet - VT
Existing Insurance
Lit No: 13423-VT
Revised: 02/01/2018
Form ID: 62648
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Replacement Notice - PA
Lit No: 13415-PA
Revised: 02/01/2018
Form ID: 62649
Publish: 06/12/2018
Details
Nationwide Advisory Solutions
Guidelines & Procedures
Lit No: RPN Guidelines
Revised: 02/01/2018
Form ID: 62650
Publish: 06/12/2018
Details
Nationwide Advisory Solutions
Monument Advisor App Instructions - CW
Lit No: VA 127
Revised: 02/01/2018
Form ID: 62651
Publish: 06/12/2018
Details
Nationwide Advisory Solutions
Monument Advisor App Instructions - NY
Lit No: VA 127-NY
Revised: 02/01/2018
Form ID: 62652
Publish: 06/12/2018
Details
Nationwide Advisory Solutions
Replacement Notice - FL
Lit No: RPN-2007
Revised: 02/01/2018
Form ID: 62653
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Replacement Notice Form C - NY
Lit No: Form C
Revised: 06/01/2018
Form ID: 62654
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Replacement Notice - ICC
Lit No: RPN-NAIC Model
Revised: 02/01/2018
Form ID: 62655
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Replacement Notice - IN
Lit No: RPN-IN-2004
Revised: 02/01/2018
Form ID: 62656
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Replacement Notice - KS
(Other Isurer)
Lit No: 13385-KS(Other Insurer)
Revised: 02/01/2018
Form ID: 62657
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Replacement Notice - KS
(Same Insurer)
Lit No: 13386-KS(Same Insurer)
Revised: 02/01/2018
Form ID: 62658
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Replacement Notice - KS
Lit No: RPN-KS-2004
Revised: 02/01/2018
Form ID: 62659
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Replacement Notice - MA
Lit No: RPN-MA-2004
Revised: 02/01/2018
Form ID: 62660
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Replacement Notice - MN
Lit No: RPN-MN-2004
Revised: 02/01/2018
Form ID: 62661
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Replacement Notice - MO
Lit No: RPN-MO-2017
Revised: 02/01/2018
Form ID: 62662
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Replacement Notice - Multi
Lit No: RPN-MULTI-2004
Revised: 02/01/2018
Form ID: 62663
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Replacement Notice - NJ
Lit No: 13585-NJ
Revised: 02/01/2018
Form ID: 62664
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Replacement Notice - OK
Lit No: RPN-OK-2004
Revised: 02/01/2018
Form ID: 62665
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Replacement Notice - PA
Lit No: 13414-PA
Revised: 02/01/2018
Form ID: 62666
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Replacement Notice - TN
Lit No: RPN-TN-2004
Revised: 02/01/2018
Form ID: 62667
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Replacement Notice - WA
Lit No: RPN-WA-2004
Revised: 02/01/2018
Form ID: 62668
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Replacement Notice - WY
Lit No: RPN-WY-2004
Revised: 02/01/2018
Form ID: 62669
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Premium Tax Disc & Acknowledgement - ME, SD, WY
Lit No: DISC ME-SD-WY 2015
Revised: 02/01/2018
Form ID: 62670
Publish: 06/27/2018
Details
Nationwide Advisory Solutions
Regulations 60 Procedures - NY
Lit No:
Revised: 06/05/2015
Form ID: 62671
Publish: 06/27/2018
Details
Nationwide Advisory Solutions
Replacement Notice - VT
Lit No: 13424-VT
Revised: 02/01/2018
Form ID: 62672
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Senior Disclosure Statement - CA
Lit No: DISC CA-2014
Revised: 02/01/2018
Form ID: 62673
Publish: 06/12/2018
Details
Nationwide Advisory Solutions
Senior Protection Program - CA
Lit No: DISC 65-CA-2004
Revised: 02/01/2018
Form ID: 62674
Publish: 06/12/2018
Details
Nationwide Advisory Solutions
Suitability
Lit No: VA125
Revised: 02/01/2018
Form ID: 62675
Publish: 06/28/2018
Details
Nationwide Advisory Solutions
Advisor Fee Instructions
Lit No: VA 151
Revised: 02/01/2018
Form ID: 62679
Publish: 06/11/2018
Details
Nationwide Advisory Solutions
Agent Enrollment Request
Lit No: VA 128
Revised: 02/01/2018
Form ID: 62680
Publish: 06/11/2018
Details
Nationwide Advisory Solutions
Annuitization - Settlement Request
Qualified or Non-Qualified
Lit No: JVA 120
Revised: 02/01/2018
Form ID: 62681
Publish: 06/20/2018
Details
Nationwide Advisory Solutions
Annuity Claimant Statement
Lit No: VA 114
Revised: 02/01/2018
Form ID: 62682
Publish: 06/11/2018
Details
Nationwide Advisory Solutions
Annuity Claimant Statement for Lump Sum
Lit No: VA 114LS
Revised: 02/01/2018
Form ID: 62683
Publish: 06/11/2018
Details
Nationwide Advisory Solutions
Annuity Claimant Statement Suppl Contracts
Lit No: VA 114SC
Revised: 02/01/2018
Form ID: 62684
Publish: 06/11/2018
Details
Nationwide Advisory Solutions
Annuity Contract Change Request
Lit No: VA 109
Revised: 02/01/2018
Form ID: 62685
Publish: 06/20/2018
Details
Nationwide Advisory Solutions
Beneficiary Designation
Lit No: VA 108
Revised: 02/01/2018
Form ID: 62686
Publish: 06/20/2018
Details
Nationwide Advisory Solutions
Collateral Assignment
Lit No: VA 106
Revised: 02/01/2018
Form ID: 62687
Publish: 06/12/2018
Details
Nationwide Advisory Solutions
One-Time or Systematic Contribution
Lit No: VA 113
Revised: 02/01/2018
Form ID: 62688
Publish: 06/12/2018
Details
Nationwide Advisory Solutions
Electronic Funds Transfer
Lit No: VA 110
Revised: 02/01/2018
Form ID: 62689
Publish: 06/12/2018
Details
Nationwide Advisory Solutions
Financial Adviser & Broker Dealer Change Request
Lit No: FA CHG
Revised: 02/01/2018
Form ID: 62690
Publish: 06/12/2018
Details
Nationwide Advisory Solutions
Interest Sweep Request
Lit No: VA 117
Revised: 02/01/2018
Form ID: 62691
Publish: 06/12/2018
Details
Nationwide Advisory Solutions
Investment Options
Lit No: JVA 130
Revised: 02/01/2018
Form ID: 62692
Publish: 06/27/2018
Details
Nationwide Advisory Solutions
Request for Partial or Systematic Withdrawal
(Non-Qualified)
Lit No: JVA102 SYSNQ
Revised: 02/01/2018
Form ID: 62693
Publish: 06/27/2018
Details
Nationwide Advisory Solutions
ORP Contract Owner Acknowledgement
Withdrawal Request
Lit No: VA ORP
Revised: 02/01/2018
Form ID: 62694
Publish: 06/27/2018
Details
Nationwide Advisory Solutions
Periodic Payment Enrollment (Non-Qualified)
Lit No: VA-126-72(q)
Revised: 02/01/2018
Form ID: 62695
Publish: 06/27/2018
Details
Nationwide Advisory Solutions
Periodic Payment Enrollment (Qualified)
Lit No: VA-126-72(t)
Revised: 02/01/2018
Form ID: 62696
Publish: 06/27/2018
Details
Nationwide Advisory Solutions
Required Minimum Distribution for Beneficiaries
Lit No: JNLRMDBEN
Revised: 02/01/2018
Form ID: 62697
Publish: 06/27/2018
Details
Nationwide Advisory Solutions
Required Minimum Distribution for Owners
Lit No: RMDOWN
Revised: 02/01/2018
Form ID: 62698
Publish: 06/27/2018
Details
Nationwide Advisory Solutions
Request for Partial or Systematic Withdrawal
403(B)TSA,IRAS or Other Retirement Employer Plans
Lit No: JVA102SYSQ
Revised: 02/01/2018
Form ID: 62699
Publish: 06/27/2018
Details
Nationwide Advisory Solutions
Third Party Payee Request
Lit No: VA 112
Revised: 02/01/2018
Form ID: 62700
Publish: 06/12/2018
Details
Nationwide Advisory Solutions
Authorization to Transfer Funds - CA,DE,ID,IL
CA, DE, ID, IL
Lit No: VA 121 ICC
Revised: 02/01/2018
Form ID: 62701
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Authorization to Transfer Funds - DC,GA,MI,ND
DC, GA, MI, ND
Lit No: VA 121 MULTI
Revised: 02/01/2018
Form ID: 62702
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Authorization to Transfer Funds - FL
Lit No: VA 121-FL
Revised: 02/01/2018
Form ID: 62703
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Authorization to Transfer Funds - IN
Lit No: VA 121-IN
Revised: 02/01/2018
Form ID: 62704
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Authorization to Transfer Funds - KS
Lit No: VA 121-KS
Revised: 02/01/2018
Form ID: 62705
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Authorization to Transfer Funds - MA
Lit No: VA 121-MA
Revised: 02/01/2018
Form ID: 62706
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Authorization to Transfer Funds - MN
Lit No: VA 121-MN
Revised: 02/01/2018
Form ID: 62707
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Authorization to Transfer Funds - MO
Lit No: VA 121-MO
Revised: 02/01/2018
Form ID: 62708
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Authorization to Transfer Funds - NJ
Lit No: VA 121-NJ
Revised: 02/01/2018
Form ID: 62709
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Authorization to Transfer Funds - OK
Lit No: VA 121-OK
Revised: 02/01/2018
Form ID: 62710
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Authorization to Transfer Funds - PA
Lit No: VA 121-PA
Revised: 02/01/2018
Form ID: 62711
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Authorization to Transfer Funds - TN
Lit No: VA 121-TN
Revised: 02/01/2018
Form ID: 62712
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Authorization to Transfer Funds - VT
Lit No: VA 121-VT
Revised: 02/01/2018
Form ID: 62713
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Authorization to Transfer Funds - WA
Lit No: VA 121-WA
Revised: 02/01/2018
Form ID: 62714
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Authorization to Transfer Funds - WY
Lit No: VA 121-WY
Revised: 02/01/2018
Form ID: 62715
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Authorization to Transfer Funds - CW
Lit No: VA 121-CW
Revised: 02/01/2018
Form ID: 62716
Publish: 06/07/2018
Details
Nationwide Advisory Solutions
Transfer and Allocation
Lit No: JVA 118
Revised: 02/01/2018
Form ID: 62717
Publish: 06/28/2018
Details
Nationwide Advisory Solutions
TSA Hardship Withdrawal Request
Lit No: VA 107
Revised: 02/01/2018
Form ID: 62718
Publish: 06/20/2018
Details
Nationwide Advisory Solutions
TSA(403B) Policy Loan Request
Lit No: VA 105
Revised: 02/01/2018
Form ID: 62719
Publish: 06/12/2018
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
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AIG Annuities - Variable NY
AIG Funds
Alger Funds
Alliance Bernstein
Allianz Global Investors
Allianz Life Insurance Company of North America
Allstate Life Insurance Company
Amana Mutual Fund
American Beacon
American Century Investments
American Equity Investment Life Insurance Co.
American Funds
American General Life - Annuities
American General Life and Accident Ins. Co. (AIG)
American Realty Capital
American United Life
AMG Funds
Amundi Pioneer Asset Management
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Aspire Financial Services
ATEL Capital Group
Athene Annuity
Ave Maria
AXA Equitable - Annuities
AXA Equitable - Life Insurance
Behringer Harvard Securities
Bel Air Investment Advisors LLC
Berwyn Funds
Black Creek Group
BlackRock
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
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Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CLS Investments
CNL
College Choice 529
College Counts 529 Fund --NEW--
College SAVE --NEW--
CollegeBound 529 --NEW--
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Cunat
CV Data Center --NEW--
Cypress Leasing
Davis Funds
Delaware Funds
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds
FolioFN
Forethought Distributors
Forward Funds - Salient Partners
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
GPB
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Hennessy Funds
Highland Capital Management
Hines
Homestead Funds
Horizon Investments
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
James Advantage Funds --NEW--
Jensen Funds
JLL Income Property Trust
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lincoln Property Company --NEW--
Lindner Capital Advisors
Lodging Opportunity Fund, REIT
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
MacKenzie Realty Capital
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
Megatel Capital Investment
MFS Investment Management
Midland IRA
Midland National Life
Midland Retirement Distributors
Moody National REIT II
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Advisory Solutions
Nationwide Annuities
Nationwide Insurance
Natixis Funds
NEST 529 Advisor Plan --NEW--
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Old Mutual
OneAmerica Securities
Oppenheimer Funds
Owl Rock
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity
Putnam Funds
Quaker Funds
RBC Capital Markets
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties
Rodin Global Property Trust
Royal Alliance
Royce Funds
S2K Financial
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Scholars Choice
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steben & Company
Stira Capital Markets Group
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
Talcott Resolution - Annuities
TCA by E-TRADE
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
The Standard
Thornburg Investment Management
Time Equities
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
Transamerica Life Insurance Co - Insurance
Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP
US Government
VALIC
Van Eck Global
Victory Funds
Virtus Funds
Voya - Annuities
Voya - Life Insurance
Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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