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  • Annuity Withdrawal Request - National Life Group

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Withholding Instructions: To the extent that a withdrawal is an "eligible rollover ... By signing this form, I am electing to waive the 30 day notification period as .

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How to fill out the annuity withdrawal request - National Life Group online

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.

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LSW stands for London Standard Wording (insurance)

All of National Life's outstanding shares are now owned by its parent, NLV Financial Corporation, which is a wholly-owned subsidiary of the parent holding company, National Life Holding Company.

LSW fixed annuities are designed to credit an annually declared rate of interest every year. At the same time a fixed annuity features a guaranteed2 minimum rate of return, ensuring that a minimum rate of interest is credited regardless of market conditions.

National Life Group has received some of the highest financial strength ratings available in the industry. High financial strength ratings demonstrate a company's financial stability and its ability to pay the death benefit to beneficiaries when they file an insurance claim.

National Life Group has an A+ rating with the Better Business Bureau (BBB), with 21 complaints on file in the past three years. There are 19 reviews on the site, with a star rating of just over one star.

Contact Us Form For policy information, address changes, payments, etc. log into the customer website or call Customer Relations at 1-800-732-8939.

Life Insurance Company of the Southwest (LSW), a member of National Life Group®, is a trusted leader in traditional fixed annuities, interest indexed annuities and life insurance. ... LSW specializes in annuity and life insurance products.

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