Get Annuity Withdrawal Request - National Life Group

This guide aims to provide clear and comprehensive instructions on completing the annuity withdrawal request form for the National Life Group. Whether you are seeking a partial withdrawal, full surrender, or other options, this step-by-step guide will support you throughout the process.

Follow the steps to effectively complete the annuity withdrawal request form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred application or browser.
2. In Section 1, provide your owner information by filling in your full name, policy or certificate number, Social Security or Tax Identification number, telephone number, and email address.
3. In Section 2, select one option that reflects your withdrawal request, whether it is a specific partial withdrawal amount, maximum free withdrawal, full surrender, or free look if applicable.
4. If requesting to pay off an existing loan, ensure to provide the loan number in the designated area.
5. In Section 3, specify how you would like to receive the funds. Choose either direct deposit, a check sent to the address of record, or a direct transfer/exchange. If opting for direct deposit, complete Section 3b with your bank information.
6. In Section 3b, fill in the bank name, routing number, account number, and select whether it is a checking or savings account.
7. If you are submitting this form for a qualified account (Section 4), confirm any qualifying events that apply to your withdrawal and provide any necessary documentation.
8. In Section 5, provide your federal and state tax withholding instructions. Indicate any specific amounts or percentages you wish withheld from your withdrawal.
9. Review and complete Sections 6 through 9 for any multi-account withdrawals, potential tax consequences, general agreements, and requisite signatures.
10. Finally, save your changes, download the completed form, print a copy for your records, and share the form with the relevant parties as needed.

Complete your annuity withdrawal request form online today to manage your financial needs.