NFP
IRS FORM 4506T-EZAs of 04/09/12Updates in redCarrierRespondentForm Required Yes/NoNotesAvivaAnnie BaileyNoWe do not currently require this form but it is something that we are looking at.BannerDave KingNoPer Jill Williams, we are looking at using it in the future. Not sure if just for large cases or more....no definite plans as of this time.INGAmy Jo WeiseNoNo decision has been made at this time.John HancockSarah MooreNoWe currently use this form at the discretion of the underwriter (usually on larger case amounts). ?We have no plans to start using this form across the board for all cases. ?However, we may begin to include the form in the NB app package on iPipeline, but it would still only be required on an as needed basis. ?Lincoln Benefit LifeJason TorskeNoWe currently do not require this form. It is used on a voluntary basis at this time.Lincoln NationalRachel WarrenYes effective 4/16/12All applications for life insurance age 26 and older excluding MoneyGuard*MetlifeJeanne HollingerNo - decision to be finalized by MayThe form will be available in May on iPipeline. Metlife will make a final decision of the requirements prior to the form being offered.NationwideBryan ParsellNoNot required at this time.PrincipalEddie NicholsonNoThis form is not currently part of our policy packet, therefore we don't even ask for it. When we revise our app packet it will be a topic of discussion as to whether or not we add that form and whether or not we make it?mandatory. None of those discussions have occurred to my knowledge.ProtectiveRamey HarrellNoWe have used this form on a per policy basis when we have a financial underwriting question and need a copy of tax returns.? We have no plans to make this a mandatory form in the near future.PrudentialDebbie HigginsNoPrudential is not requiring this form at this time and no decisions have been made yet if we will require it in the future.TransamericaBill WysongNoWe are looking at it but have not decided on how it will be used.? We’ll have something out soon.* The form is automatically included in the iPipeline application packet. If the client does not meet the criteria, you should deselect the form from being included in the packet. If the application is submitted through AppNav, all required forms will be automatically populated based on the client’s criteria. ................
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