Get Annuity Withdrawal 06-020-1 (02/12) - Americo

Filling out the Annuity Withdrawal 06-020-1 (02/12) form online can streamline your withdrawal process and ensure accuracy. This guide provides step-by-step instructions to help you complete the form effectively.

Follow the steps to complete your form accurately.

1. Press the ‘Get Form’ button to access the Annuity Withdrawal form and open it in the designated tool.
2. Enter the name of the annuitant in the first field provided on the form to identify the individual requesting the withdrawal.
3. If the owner is different from the annuitant, fill in the owner's name in the specified section.
4. Provide the Social Security Number or Tax ID of the owner in the relevant field to verify identification.
5. Input the policy number associated with the annuity to link the withdrawal to the correct account.
6. Select the type of plan from the dropdown options provided — either 'Nonqualified' or various 'Qualified' plan types.
7. Specify the reason for withdrawal if applicable, especially for 403b plans, by choosing an option such as 'Financial Hardship' or 'Separation From Service.'
8. Indicate the amount you wish to withdraw, ensuring to specify whether it is a net or gross amount desired.
9. Choose how the funds will be distributed, selecting from options like direct distribution or direct rollover, and provide the necessary information for the receiving company if applicable.
10. Make a selection regarding federal income tax withholding on the distribution, and input the desired withholding rate if applicable.
11. Complete the signature section, ensuring all required parties sign in full, as specified in the instructions, and date the request.
12. Review all fields for accuracy, and then save your changes, download the completed form for your records, print, or share it as needed.

Start your withdrawal process by filling out the Annuity Withdrawal form online today.