Get Withdrawal/surrender Request

Filling out the Withdrawal/Surrender Request online can be a straightforward process if you follow the proper steps. This guide will provide you with clear, detailed instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to successfully complete your Withdrawal/Surrender Request.

1. Click the ‘Get Form’ button to obtain the Withdrawal/Surrender Request form and open it in your preferred online editor.
2. In Section 1, enter your policy information. Make sure to fill out all required fields, such as the policy/certificate number, names, addresses, and email addresses of both the policy owner and the insured. Indicate if the insured and owner are the same and if there is a change in the policy owner address.
3. In Section 2, choose your withdrawal or surrender option. If you are requesting a withdrawal, select one option and specify the amount. For surrender requests, decide whether you want to terminate the policy or surrender just a rider. Select a preferred disbursement method, noting any additional fees for expedited options.
4. In Section 3, indicate your choice regarding federal income tax withholding. You can elect to have no tax withheld from the taxable portion. Make sure to read the information provided carefully as it includes important tax implications.
5. In Section 4, ensure all signatures are provided as required. Print your name clearly and sign the document as the owner. If applicable, include the signatures of joint owners, assignees, or irrevocable beneficiaries.
6. Once all sections are completed, review your entries for accuracy. Save changes to your document, and you’ll have options to download, print, or share your completed form as needed.

Complete your Withdrawal/Surrender Request online today to manage your policy effectively.