NGL has simplified the required Department of Labor (DOL) Source of Funds Disclosure and Acknowledgement form (4100-PTE 84-24 10/17). Use of the form is required immediately. The newly revised form:

Has been scaled back to align with industry standards;
Is still required to be completed with your client when tax-qualified funds are used to purchase a life insurance policy or annuity;
Still should NOT be submitted with new business paperwork. It is to stay with your records for six years; and,
Is required to be used immediately.

This newly revised form (4100-PTE 84-24 10/17) is available for you to order, download or print from your supplies page at MyNGLIC.com.

Additional Resources
• The U.S. Department of Labor's Fiduciary Duty Rule website is a timely resource for ongoing information as the DOL examination of the Fiduciary Rule continues.

Please contact NGL's dedicated Life Product Support team at 800-762-9883 or lifeproductsupport@nglic.com with questions.

Thank you.