Get Reliance Standard Withdrawal Request Form

Filling out the Reliance Standard Withdrawal Request Form online is a straightforward process that ensures your withdrawal request is processed efficiently. This guide provides step-by-step instructions to help you navigate each section of the form with confidence.

Follow the steps to complete your withdrawal request form:

1. Press ‘Get Form’ button to access the Withdrawal Request Form and open it in your preferred editor.
2. Begin by entering your policy number in the designated field to identify your account.
3. Fill in the name of the annuitant in the appropriate space provided.
4. Input the current date in the specified section to ensure your request is timely.
5. Complete your address, including street, city, state, and zip code, in the address field.
6. Provide your daytime phone number and email address to ensure you can be contacted about your request.
7. Select the type of withdrawal you are requesting: either a partial withdrawal or complete cash surrender.
8. If choosing a partial withdrawal, indicate the specific amount you wish to withdraw or the amount you would like to retain.
9. Specify the order of depletion for your withdrawal if applicable, ensuring to list the strategies in priority.
10. For systematic withdrawals, select the frequency and enter the amount you wish to withdraw.
11. Review any special instructions you may wish to include in the space provided.
12. Sign the form at the designated signature field and provide your social security number.
13. If applicable, have any joint owners or spouses sign where necessary, ensuring all signatures are notarized or guaranteed.
14. Indicate your preferences regarding tax withholding, selecting whether or not you want federal income tax withheld.
15. Once all fields are filled, review the form to ensure accuracy before saving changes, downloading, printing, or sharing your completed form.

Complete your withdrawal request form online today for efficient processing.