City: State: ZIP code: - Phone number: ( )- - 2. Existing owner information at financial institution shown in section 1 Owner Social Securi.
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How to fill out the Authorization To Transfer Funds Allianz 4 2017 online
The Authorization To Transfer Funds Allianz 4 2017 form is essential for individuals wishing to transfer their funds to Allianz Life Insurance Company of North America. This guide provides a clear and concise overview of how to complete the form online, ensuring that your transfer request is processed efficiently.
Follow the steps to complete your transfer authorization form.
- Click the ‘Get Form’ button to access the Authorization To Transfer Funds Allianz 4 2017 form and open it for completion.
- Begin by filling in the financial institution holding your assets. You will need to provide the company name, contract or policy number, and the company address, which must not include a P.O. Box.
- Next, provide the existing owner information at the financial institution. This section includes the owner's name, social security number, address, and joint owner information if applicable.
- Indicate the existing plan type for the assets you wish to transfer. Select the relevant option from the provided classifications, such as IRA or 401(k).
- Specify the transaction type based on your selected plan. Choose between options such as nonqualified exchange or qualified rollover as applicable.
- Complete the type of investment held at the financial institution. This section helps to identify the asset type you are transferring, such as an annuity, life policy, or brokerage account.
- Fill in the transfer instructions for the assets. You can request for either full or partial liquidation and specify the effective date for the transfer.
- If applicable, provide a lost contract statement. You can either attach the contract or certify that it is lost.
- Review the disclosures carefully. Acknowledge understanding of any penalties that might apply, and authorize the transaction by signing where indicated.
- Finally, save your completed form. You can choose to download, print, or share the form as necessary before returning the original forms to Allianz’s designated home office address.
Complete your Authorization To Transfer Funds Allianz 4 2017 form online today!
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