Get Athene Surrender Request For Annuity Contracts

This guide provides detailed instructions on how to accurately complete the Athene Surrender Request For Annuity Contracts online. With user-friendly steps, it aims to assist individuals at various experience levels in navigating the process of filling out this important form.

Follow the steps to complete the Athene surrender request form effectively.

1. Press the ‘Get Form’ button to access the Athene Surrender Request For Annuity Contracts, opening the document in your preferred editor.
2. In the contract information section, enter your contract number, the name of the annuitant, and their Social Security number or Tax Identification number. If the owner is different from the annuitant, provide their name and corresponding Social Security or Tax I.D. number as well. Additionally, fill in the street address, city, state, and zip code for where the check should be mailed.
3. If applicable, provide the name and Social Security number or Tax I.D. number of the joint owner.
4. In the distribution election section, select whether you wish to withdraw or surrender from your annuity. Choose one of the options provided, such as the maximum amount available without a surrender charge, a specified dollar amount, or a specified percentage of the accumulation value. Ensure you understand the implications of withdrawals, especially any potential surrender charges.
5. If you need to declare a lost policy, check the appropriate box and confirm that you release the company from any liability associated with the original policy.
6. For variable annuity contracts, specify the appropriate portfolios for your withdrawal. Make sure that the combined percentages total 100% to ensure accurate processing of your request.
7. For income tax withholding, indicate your preferred withholding option by selecting one of the options available. Be aware of federal requirements for tax withholding, and consult with a tax advisor if needed.
8. Read the disclosure section carefully. It includes important information about surrender charges, tax consequences, and replacement policies.
9. Finally, provide the required signatures in the signature section, including the owner's signature, joint owner's signature (if applicable), and a spouse's signature if living in a community property state.
10. Once all fields are completed, review your information for accuracy. You can then save the changes, download, print, or share the form as needed.

Complete your documents online now for a seamless filing experience.