Get Equitrust Annuity Partial Withdrawal Form Et 2512

Completing the Equitrust Annuity Partial Withdrawal Form Et 2512 online can be a straightforward process when you know the steps to follow. This guide provides detailed instructions to help you navigate each section of the form with confidence and clarity.

Follow the steps to successfully complete your form online.

1. Click ‘Get Form’ button to access the Equitrust Annuity Partial Withdrawal Form Et 2512 and open it in your preferred online editor.
2. Fill in the contract number, owner, joint owner, and their respective social security numbers or taxpayer identification numbers in the designated fields.
3. In the systematic withdrawal section, select one option for your withdrawal type. You may choose to withdraw interest earned, a penalty-free amount, or a specified amount. If you select a specified amount, indicate whether it is a net check or a gross withdrawal.
4. Define the frequency of your payments by selecting one of the following options: monthly, quarterly, semi-annually, or annually. Ensure you specify the month and date for the first payment.
5. Complete the tax withholding election section. If you wish for federal or state income tax to be withheld, specify the dollar amount or percentage. If you do not want any taxes withheld, select the appropriate option.
6. If applicable, select the account election for distributions section by indicating from which account your withdrawals should be taken. If not specified, withdrawals will be made on a pro-rata basis from all allocated accounts.
7. Sign and date the certification section. Ensure that the identified taxpayer identification number is correct and that you are aware of backup withholding rules, if applicable.
8. If a spouse's signature is required, include that as well, especially if residing in a community property state. Consider notarization if necessary.
9. Once all information is accurately filled, review your entries for accuracy. Save your completed form, and proceed to download, print, or share as needed.

Take control of your finances by completing your Equitrust Annuity Partial Withdrawal Form online today.