NFS Account Transfer Information If you are submitting a request to another broker/dealer or financial services firm please provide the contact information to the firm receiving your account listed below. Note the phone number listed below should only be used by the firm transferring your account. Delivering Firm: National Financial Services (NFS) Clearing Number: 0226 Transfer of Assets Deliveries: Type of call Telephone number TOA Deliveries, Financial Service Firms Only (866) 755-6372, prompts 3, 1, 2 Regular mail address: National Financial Services LLC Attn: Check Processing P.O. Box 770001 Cincinnati, OH 45277 Overnight address: National Financial Services LLC 100 Crosby Parkway Mailzone: KC1A Covington, KY 41015 National Financial Services Contact Information National Financial Services Account Transfer Information Other Accounts (includes mutual fund, variable annuity and variable life insurance, direct participation/private placement programs, investment advisors and/or third party asset managers