New Authorization for Release of Individual Tax Return Transcript Form

United of Omaha has previously asked for tax returns and 3rd party verified financials when a client was applying for a life insurance policy with a face amount exceeding $5 million. Beginning March 1, 2020, a new Authorization for Release of Individual Tax Return Transcript form and an IRS 4506T-EZ form will now need to be filled out and signed by the client when applying for a United of Omaha life insurance policy when the face amount exceeds $5 million. The authorization form will automatically be included when downloading an IRS 4506T-EZ form on our Sales Professional Access producer website.
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).