Now Offering In-Person and Virtual Retirement Reviews
On the top of the form mark Life Insurance Company of the Southwest
Complete contact information.
Do not complete anything else on the first page.
Complete CHANGE TAX QUALIFICATIONS TYPE
FROM: 403B
TO: TRADITIONAL IRA
Skip down to the section highlighed in purple...date & sign
You can email forms & copy of your proof back to me: phronsie@askphronsie.com
Or you can fax directly to National Life Group: 214-638-9162