Get Surrform

Filling out the Surrform online is a straightforward process that helps facilitate your annuity surrender request. This guide will walk you through each section and field of the form, ensuring that you have all the necessary information to complete it accurately.

Follow the steps to complete your Surrform effectively.

1. Press the ‘Get Form’ button to access the Surrform and open it in a digital document editor.
2. Begin by completing Section A, Participant Information. Ensure that you provide your name, case number, address, account number, and social security number. Additionally, check the box if you have a new address.
3. In Section B, choose the type of surrender by checking either the 'Full Surrender' or 'Partial Surrender' box. If opting for partial, indicate the amount and whether it should be gross or net.
4. Proceed to Section C to provide the surrender reason. Select one box that applies. If applicable, fill out the additional information requested under each reason.
5. In Section D, indicate your income tax withholding preference. You can specify the percentage of federal and state taxes to withhold from your distribution.
6. Complete Section E by specifying who the payee will be—either yourself or a third party. Provide necessary details for third-party payments.
7. If applicable, fill out Section F for any special instructions you may have regarding the surrender request.
8. Complete Section G if spousal consent is required. Both you and your spouse must sign this section if you are married.
9. Review Sections H, which may include additional disclosures, and Section I, where you will sign and date the form to confirm your surrender request.
10. Ensure all sections are completed accurately before submitting the form. Once finalized, save your changes, and you have the option to download, print, or share the completed Surrform.

Start completing your Surrform online now to ensure a smooth surrender process.