Get Guggenheim Annuity Withdrawal With Assignee Form

Filling out the Guggenheim Annuity Withdrawal With Assignee Form online may seem daunting, but with the right guidance, you can complete it efficiently and accurately. This comprehensive guide will walk you through each step of the process to ensure your withdrawal is processed smoothly.

Follow the steps to complete the form correctly.

1. Click 'Get Form' button to access the Guggenheim Annuity Withdrawal With Assignee Form in an online editor.
2. Locate the 'Contract Number' field and enter your specific contract number. This information is essential for identifying your annuity account.
3. In the 'Owner' section, provide your full name as the owner of the contract. Ensure the spelling is accurate.
4. Next, indicate the amount you wish to withdraw by entering it in the space provided. Be mindful that this amount may be subject to surrender charges or taxes.
5. Answer the question regarding other liquid assets available for monthly expenses. Select 'Yes' or 'No' and provide details if applicable.
6. Review the information about surrender charges, taxes, and reporting requirements. Ensure you understand each point before proceeding.
7. Indicate your election regarding Federal Income Tax withholding by selecting the appropriate box. Remember, tax will be withheld automatically if you do not select an option.
8. Confirm your eligibility by assuring that you are not under guardianship or bankruptcy proceedings, and sign the document in the designated area.
9. If applicable, secure the joint owner’s signature on the form. Ensure all parties have signed as necessary.
10. Lastly, add the date, your telephone number, and Social Security number before saving your changes or choosing to download, print, or share the form.

Start filling out the Guggenheim Annuity Withdrawal With Assignee Form online today for a smooth and efficient process.