NSS Forms and Resources
The National Slovak Society of the United States | Fraternal Life Insurance Since 1890 Annuities FormsLife Insurance FormsNEW Federal Tax Withholding Requirements for all Disbursements
As of January 2023, the IRS is requiring Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments and/or Form W-4R for Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions to be completed. These forms are REQUIRED for all disbursements, including life insurance and both tax qualified and nonqualified annuities.
See link to letter below for further information and instructions for filling out the new W-4P and W-4R forms.
Annuity Resources
NSS Life annuity applications must be viewed with a program called Adobe Acrobat Reader. If you aren’t sure that you have it, you may download it for free from the Adobe website. Using an iPhone? Please download the app using the iStore. If you are on an Android device, download the app via the apps store.
To download the correct form, please choose the state in which the applicant resides – we are only licensed to sell to residents of: AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MD, MI, MN, NJ, NC, OH, PA, SC, TN, TX, VA, WV, and WI.
Direct State Download
(Click on a state name to download the application)
*Currently no new business being accepted
Annuity Form Download
(Click on a form name to download the form)
What is an Annuity?
A brief explanation of how an annuity works.
Life Insurance Resources
NSS Life insurance applications and forms must be viewed with a program called Adobe Acrobat Reader. If you aren’t sure that you have it, you may download it for free from the Adobe website. Using an iPhone? Please download the app using the iStore. If you are on an Android device, download the app via the apps store.
To download the correct form, please choose the state in which the applicant resides – we are only licensed to sell to residents of: AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MD, MI, MN, NJ, NC, OH, PA, SC, TN, TX, VA, WV, and WI.
What is Life Insurance?
A brief explanation of the different types of Life Insurance.