{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/6270dfb8f07b42ff9e9305c418c9bc2f\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/6270dfb8f07b42ff9e9305c418c9bc2f-149353aedfd25895.gif","duration":207.659,"title":"401k to Fixed Index Annuity Transfer Steps - NLG Transfer Form","description":"I walked through completing the National Life Group 9685A transfer form for a full transfer from a 401k at a prior employer into a new fixed index annuity with the new account as a Traditional IRA. I covered what to fill out in Sections 1 to 4, including the plan custodian details, owner information, the account number, the full transfer amounts, and checking separated from employment for an old employer 401k. I also noted we must have a wet signature on the form. New business will review the e-application first and not initiate the transfer until they receive the 9685A."}