Get Surrender A Portion - Foresters Financial

Filling out the Surrender A Portion form from Foresters Financial can seem daunting, but with clear guidance, you can complete it confidently. This step-by-step guide will help you understand each component of the form and assist you in submitting your request online.

Follow the steps to successfully complete your form.

1. Click the 'Get Form' button to access the Surrender A Portion - Foresters Financial form. This will allow you to open the document and get ready to fill it out.
2. In the section labeled 'Contract Number,' enter the number associated with your contract. This number is essential for identifying your account.
3. Fill in the 'Name of Owner' and 'Name of Annuitant.' Ensure that the names match the official records of the contract.
4. Provide the 'Owner’s Current Address.' This is important for ensuring your correspondence and any checks are sent to the correct location.
5. Date your submission by entering the 'Date Received at the Administrative office.' This section often guides processing timelines.
6. Select one option in section A based on your surrender request: a gross partial surrender, a net partial surrender, maximum allowed amount, minimum required distribution, partial 1035 exchange, or partial IRA rollover/transfer. Clearly indicate your choice.
7. In section B, choose your preferred delivery method for any funds. Options typically include regular mail, FEDEX standard overnight, FEDEX Saturday delivery, or to Foresters Financial Services.
8. For section C, select how you want the funds delivered and provide any necessary address details or account numbers if applicable.
9. Complete the 'Tax Withholding Information' in section D. Indicate if you wish to have tax withheld and specify the amount or percentage where applicable.
10. In the 'Acknowledgement & Signature(s)' section, sign and date the form, ensuring that all owners of the account provide their signatures if applicable. Note any additional requirements based on your status.
11. Once all sections are completed, review the form for accuracy. You can then save your changes, download a copy for your records, print the form, or share it as needed.

Complete your Surrender A Portion - Foresters Financial form online today.