Get American Equity Withdrawal Request

Completing the American Equity Withdrawal Request online can streamline your process for accessing funds. This guide will provide clear, step-by-step instructions to help you confidently fill out and submit your request.

Follow the steps to successfully submit your withdrawal request.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the contract number and contract owner(s) information at the top of the form.
3. In the 'Partial Withdrawal Information' section, select one of the provided options for your withdrawal amount, such as 10% penalty-free, total accrued interest, maximum penalty-free, or fixed amount. Specify the amount if applicable.
4. Complete the 'Federal/State Withholding Instructions' section by indicating whether you want federal and/or state income tax withheld. If you choose to withhold, provide the percentage for federal and state tax collection.
5. Fill in your taxpayer identification number, using either your Social Security Number or Employer Identification Number.
6. Certify your taxpayer identification in the 'Tax Identification Certification' section by initialing next to the owner's initials line.
7. If applicable, provide spousal consent by having your spouse sign and date the section labeled 'Consent of Spouse.'
8. If you prefer to receive your payment via automatic bank deposit, select the appropriate option and provide either confirmation of existing bank details or submit the necessary form and a voided check to establish direct deposit.
9. Sign and date the form in the 'Please sign & date below' section. Ensure all required signatures are obtained, including those from joint owners if applicable.
10. Once all fields are completed, save the changes, and then you can download, print, or share the form as needed.

Complete your American Equity Withdrawal Request online today for a hassle-free experience.