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  • Name Change Address Change Form Athene Annuity Life

Get Name Change Address Change Form Athene Annuity Life

NAME CHANGE & ADDRESS CHANGE FORM Athene Annuity & Life Assurance Company of New York This form is to be used for a change in LEGAL NAME OR ADDRESS ONLY. A request to change Beneficiary(ies).

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It is also important to understand that most annuities offer what is called a “free withdrawal provision.” This provision allows a contract owner the ability to withdraw a designated portion of their funds, often 10 percent each year, without incurring a surrender charge.

Free withdrawals: up to 10% of the full Accumulated Value (as of the most recent Contract Anniversary) beginning in the first contract year. Withdraw up to 100% for qualifying confinement and terminal illness. Waivers/Benefits available after the first Contract Year. Multiple annuity payout options.

Athene is a reputable company with strong financial ratings. However, there are other annuity companies, so be sure to compare options before making a decision.

You can withdraw money from an annuity without incurring a surrender charge in a few ways—but it depends on what your provider allows and if you meet specific criteria. For example, there may be exceptions to the surrender charge in your contract.

Call 888-266-8489 to speak to a customer service representative.

Please call our Customer Service Representatives at 888‑266‑8489 (888‑ANNUITY), select Option 1, then Option 3, for additional assistance. *Life claims require a certified copy of the death certificate.

The annuity company will pay you the Cash Surrender Value. The Accumulated Value less any applicable Withdrawal Charges, plus or minus any applicable Market Value Adjustments less any applicable Premium Bonus Vesting Adjustments; or The Minimum Guaranteed Value.

Withdrawals of taxable amounts are subject to ordinary income tax, and if made before age 59½, may be subject to a 10% federal income tax penalty. If you surrender your annuity or withdraw an amount that exceeds the Free Withdrawal amount during the 6-year Withdrawal Charge Period, a Withdrawal Charge will apply.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232