Get Genworth Annuity Withdrawal Form

This guide provides step-by-step instructions on how to complete the Genworth Annuity Withdrawal Form online. By following these instructions, users can efficiently fill out the form to request an annuity withdrawal.

Follow the steps to complete the Genworth Annuity Withdrawal Form online.

1. Press the ‘Get Form’ button to access the Genworth Annuity Withdrawal Form in your preferred online editor.
2. Fill out the contract information section, including the contract number, owner name, date of birth, and joint owner details if applicable. Ensure the information is clear and accurate.
3. In the important information section, review the terms regarding withdrawal limits and potential charges. It's critical to understand the implications of your withdrawal request.
4. Complete the single withdrawal section by selecting the withdrawal amount and type. You may choose the maximum amount available without surrender charges, a percentage of the contract value, or specify an exact amount.
5. Choose the payment method section. You can opt for a check to be mailed or select electronic funds transfer (EFT). If choosing EFT, fill out your account details accurately.
6. Provide any necessary tax information. Indicate your withholding preferences for federal and state taxes, ensuring to adhere to the required minimum amounts and regulations.
7. If applicable, fill out the telephone withdrawal authorization section, including a security verification code word for identity confirmation when making requests by phone.
8. Sign and date the form in the declaration and signature section. Ensure that any other required signatures are obtained, and check the signing instructions if acting on behalf of another person.
9. Once all sections are complete and reviewed, save your changes. You can download, print, or share the completed form as needed.

Complete your Genworth Annuity Withdrawal Form online today and ensure a smooth withdrawal process.