Inbound Rollover Form Walkthrough

FOR FINANCIAL PROFESSIONAL USE — NOT FOR DISTRIBUTION TO THE PUBLIC

This material is not a recommendation to buy or sell a financial product or to adopt an investment strategy. Investors should discuss their specific situation with their financial professional.Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.Federal tax laws are complex and subject to change. The information is based on current interpretations of the law and is not guaranteed. Nationwide and its representatives do not give legal or tax advice. Clients should consult with their attorney or tax advisor for answers to their specific questions.Guarantees are subject to the claims-paying ability of the issuing insurance company. Provisions of these options may vary based on plan selection and/or by state regulation. These investment options may not be available in some states.Nationwide Investment Advisors, LLC (NIA) provides investment advice to plan participants enrolled in Nationwide ProAccount. NIA is an SEC-registered investment adviser and a Nationwide affiliate.NIA has retained Wilshire® as an Independent Financial Expert for Nationwide ProAccount. Wilshire provides investment allocation portfolios based on participant ages and their personal tolerance for investment risk.NIA assesses participants an asset-based fee for the managed account services.Retirement products are offered by Nationwide Trust Company, FSB or Nationwide Life Insurance Company.Wilshire is a registered service mark of Wilshire Associates, which is not an affiliate of Nationwide or NIA.The Nationwide Group Retirement Series includes unregistered group fixed and variable annuities and trust programs. The unregistered group fixed and variable annuities are issued by Nationwide Life Insurance Company, Columbus, Ohio. Trust programs and trust services are offered by Nationwide Trust Company, FSB. Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio.Retirement Resource Group includes Retirement Specialists and Personal Retirement Counselors. Retirement Specialists are registered representatives of Nationwide Investment Services, member FINRA, Columbus, OH. The information they provide is for educational purposes only and is not legal, tax or investment advice. Personal Retirement Counselors are registered representatives of Nationwide Securities LLC, member FINRA, SIPC, DBA Nationwide Advisory Services LLC in AR, NY, TX and WY. Securities and Investment Advisory Services are offered through Nationwide Securities LLC, member FINRA, SIPC, and a Registered Investment Advisor DBA Nationwide Advisory Services LLC in AR, NY, TX and WY. Representative of Nationwide Life Insurance Company, affiliated companies and other companiesNationwide Investment Services Corporation (NISC), member FINRA, Columbus, OH. Nationwide Retirement Institute is a division of NISC.Nationwide, the Nationwide N and Eagle, Nationwide is on your side, Nationwide ProAccount, Retirement Resource Group and Nationwide Retirement Institute are service marks of Nationwide Mutual Insurance Company. ©2024 Nationwide