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  • Athene Surrender Request For Annuity Contracts

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Annuity Partial Withdrawal & Full Surrender Form Athene Annuity & Life Assurance Company 1. Contract Information Contract Number Name of Annuitant Social Security No. or Tax I.D. No. Name.

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Withdrawing money from an annuity can result in penalties, including a 10% penalty for taking funds from your annuity before age 59 ½.

An annuity can be cashed out at any time before annuitizing the contract. If the annuity is cashed out before the deferred annuity's term has been met, a surrender charge can be applied. Generally, the annuity can be cashed out without a penalty after the term has been completed.

The insurer issuing the annuity charges surrenders fees if funds are withdrawn during the annuity's accumulation phase. The IRS charges a 10% early withdrawal penalty if the annuity-holder is under the age of 59½.

Please call our Customer Service Representatives at 888‑266‑8489 (888‑ANNUITY), select Option 1, then Option 3, for additional assistance.

Most annuities allow you to cancel your contract before the term is up, but annuities are long-term contracts at the end of the day.

Withdrawals of taxable amounts are subject to ordinary income tax, and if made before age 59½, may be subject to a 10% federal income tax penalty. If you surrender your annuity or withdraw an amount that exceeds the Free Withdrawal amount during the 6-year Withdrawal Charge Period, a Withdrawal Charge will apply.

You can ask to surrender the annuity. If you have owned the annuity for less than seven years or so, you may have to pay a surrender charge.

The contract owner is the owner of the annuity. The owner is funding the annuity, can change the beneficiary, make withdrawals, pay the premiums, surrender the contract, and make any changes to the contract before annuitizing the contract.

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© Copyright 1997-2025
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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