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Get Great American Withdrawal Surrender Request Form
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How to fill out the Great American Withdrawal Surrender Request Form online
Filling out the Great American Withdrawal Surrender Request Form online is a straightforward process that requires careful attention to detail. This guide will provide step-by-step instructions to help you accurately complete the form and ensure your request is processed efficiently.
Follow the steps to complete the form with ease
- Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
- Fill out the name of the owner in the designated field, ensuring it matches the identifying documentation.
- Input the daytime phone number of the owner or participant for any follow-up inquiries.
- In the 'Amount of Distribution' section, select either 'Partial Withdrawal' or 'Full Surrender'. If selecting 'Partial Withdrawal', specify the amount requested and whether it is before or after charges and taxes.
- In the 'Payee' section, indicate who should receive the check and provide the mailing address. Verify that there are no address changes that could delay processing.
- For 403(b) TSA contracts, check the appropriate box that applies to your situation regarding eligibility for withdrawal or surrender.
- Once all sections are accurately filled, review your information for completeness and clarity.
Begin the process of completing your documents online today!
Great American Safe Return fixed index annuity is a 10-year retirement savings plan designed to offer market-performance growth with principal protection, extra liquidity, a guaranteed retirement paycheck for life, and an enhanced death benefit for beneficiaries.
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