Get Sub Con Withdrawl Form.pdf - American General Life Companies

Filling out the Sub Con Withdrawal Form is a crucial step for users managing their annuity accounts with American General Life Companies. This guide provides detailed instructions to help you complete the form accurately and efficiently.

Follow the steps to complete your withdrawal form smoothly.

1. Press the ‘Get Form’ button to obtain the withdrawal form and open it in your preferred editor.
2. In the contract information section, fill in your contract number, name, Social Security number, address, and phone number. Ensure all information is accurate to avoid processing delays.
3. Indicate the type of withdrawal you are requesting. Choose ‘Full Withdrawal’ or ‘Partial Withdrawal’ and fill in the amount if you select partial withdrawal.
4. For federal tax withholding, check Box A if you do not want any federal income tax withheld from your annuity, or check Box B if you wish to have federal income tax withheld. Specify any additional amounts to be withheld, if applicable.
5. Indicate your marital status and fill in the allowances you are claiming, or the percentage you wish to withhold.
6. Sign the form in the client signature section. Make sure your signature is guaranteed by a banking institution or notarized by a notary public, as required.
7. Once the form is completed, you can save your changes, download a copy for your records, and print or share the form as necessary.

Complete your document online today to ensure a smooth withdrawal process.