Get Annuity Partial Surrender Request 2020-2025

Filling out the Annuity Partial Surrender Request form online can be straightforward with the right guidance. This comprehensive guide will walk you through each section of the form, ensuring that you provide all necessary information accurately and efficiently.

Follow the steps to complete your surrender request online.

1. Click the ‘Get Form’ button to access the Annuity Partial Surrender Request form and open it in your preferred editor.
2. Enter your policy number in the designated field. This number is crucial for identifying your annuity account.
3. Provide the name of the insured person named in your policy. If the owner is different from the insured, please fill in that person's name in the specified field.
4. Select the amount you wish to withdraw by checking either the 'Amount Requested' box or the 'Penalty Free Withdrawal' box. If you choose to specify an amount, enter that amount in the space provided.
5. Indicate your preference for a net withdrawal or a gross withdrawal. Understand that the net withdrawal reflects the amount you will receive after any charges and taxes, while the gross withdrawal is the stated amount before deductions.
6. If applicable, indicate any transfers from National Western Annuity Policy to another life insurance policy. Be aware that this may be a taxable event.
7. Make your federal income tax withholding election by selecting your preference. You can choose to have tax withheld or not, and if you choose to withhold, specify the rate if higher than 10%.
8. If you require your check to be mailed to a different address, provide the new address in the field shown.
9. Enter the owner's date of birth in the specified field to confirm their identity.
10. Provide the owner's daytime phone number so that the company can reach you if needed.
11. Select your preferred delivery method for the surrender check. If you prefer to receive it via USPS First Class Mail, no action is needed as this is the default option.
12. Ensure that the owner signs the form in the designated signature area. If there is a joint owner or assignee, their signatures will also be required.
13. After you’ve completed all sections and signatures, save your changes, and choose to download, print, or share the completed form as required.

Complete your ANNUITY PARTIAL SURRENDER REQUEST online today for a smooth process.