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Enter the accumulated cash value of the existing in-force policy to be transferred into the new policy. The amount will be recognized under the 1035 Exchange rules and is excluded from the calculations used to check if the new policy is a Modified Endowment Contract (MEC). If you're unsure please contact the Life Sales Desk to discuss your particular case.
Login to Nationallifegroup.com then go to Life Pol. Values & In-force Illus screen and enter the policy number to access Policy Info.
