Get 871 Insurance Form

This guide provides a step-by-step approach to filling out the 871 Insurance Form online. By following these instructions, you will be able to complete the form accurately and efficiently.

Follow the steps to successfully complete the 871 Insurance Form.

1. Click ‘Get Form’ button to obtain the form and open it in an editing interface.
2. Provide your personal information in section 1. Fill out the owner’s name, annuitant’s name if different, complete address, including city, state, and ZIP code. If applicable, include details for a joint owner, social security number, and phone number.
3. In section 2, list the account or contract numbers for the policies you wish to transfer. Indicate whether the contracts are enclosed or if they are misplaced. Include the address of the company and their contact phone number.
4. Proceed to section 3 to select the type of withdrawal. Mark whether you are requesting a total or partial withdrawal from annuities or life insurance.
5. In section 4, indicate the source of transfer. Choose the appropriate request type such as trustee-to-trustee transfer, IRA, Roth IRA, or non-qualified funds. If you are liquidating a certificate of deposit, confirm the maturity date, and acknowledge any penalties for early withdrawal.
6. Read and agree to the absolute assignment clause, stating that you assign the identified life/annuity contract to American General Life Insurance Company, along with all claims and rights.
7. Complete section 5 by signing and dating the form. Ensure that all relevant parties, including any joint owners or beneficiaries, sign as required.
8. In section 6, the acceptance section will be completed by American General Life Insurance personnel. Simply submit the filled form as instructed.
9. Once you have filled out the form, save any changes made in the online editor, and then download, print, or share the completed form as needed.

Complete your documents online smoothly and efficiently.