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  • Annuity Withdrawal Request Form - Reliance Standard

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2001 Market Street, Suite 1500 Philadelphia, PA 19103 (800) 351-7500 www.reliancestandard.com ANNUITY WITHDRAWAL REQUEST FORM Keystone Equity Indexed Annuity policyholders, please refer to specific.

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It is also important to understand that most annuities offer what is called a “free withdrawal provision.” This provision allows a contract owner the ability to withdraw a designated portion of their funds, often 10 percent each year, without incurring a surrender charge.

Yes, annuities are subject to Required Minimum Distributions (RMDs) starting at age 72 for most types of annuities, including traditional, variable, and deferred annuities, if they are held in an individual retirement account (IRA) or another qualified retirement plan.

At Reliance Standard, we're proud of our commitment to customer service. You can check the status of a claim or application online around the clock, using our Customer Care center or by phone (800-351-7500, 8 a.m.- 7 p.m. ET weekdays, and knowledgeable customer care professionals are available to assist you.

An annuity withdrawal is when an annuity holder (a/k/a an “annuitant”) chooses to take money from their annuity. If not done properly or within allowable timelines, the annuitant can be liable for certain penalties and fees.

If you need to cash out your annuity, the first step is to contact your insurance company and request an annuity surrender form. Next, decide whether to surrender the entire amount or a partial amount. Then, fill out the surrender form and send it back to the insurance company.

Annuities. Annuity withdrawal. This form is used to request a withdrawal from your annuity contract.

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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232