Moved to a New District? 

Congratulations on your new position and employer.

There are a few things to consider when you've moved to a new district in North Carolina .  National Life Group has relationships with districts across the state but we don't have relationships with all of the districts.  Please reach out to me and let me know as soon as possible that you've moved to a new district and I can confirm if we are an approved provider in that district and we can ensure that your contributions to your retirement account remain consistant. 

If we do not have a relationship with that provider we can discuss all of your options to ensure that you continue to save for your retirement.

Below is a link to the paperwork that will need to be completed if we are able to move your account from your former employer to your new employer.  Often I can get the approval for this transaction for you but there are Third Party Administers that make that difficult for me.  I will provide as much service as I'm able to.

403b Employer Change Form

457b Employer Change Form