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  • Application For Policy Change Or Reinstatement Athene Annuity &amp

Get Application For Policy Change Or Reinstatement Athene Annuity &amp

APPLICATION FOR POLICY CHANGE OR REINSTATEMENT ATHENE ANNUITY & LIFE ASSURANCE COMPANY, Wilmington, Delaware Main Administrative Office: PO Box 12687, Birmingham, AL 35202-6687 General Instructions.

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How to use or fill out the APPLICATION FOR POLICY CHANGE OR REINSTATEMENT ATHENE ANNUITY online

Filling out the application for policy change or reinstatement with Athene Annuity can seem daunting, but this guide is here to help you navigate each section with confidence. By following these step-by-step instructions, you will ensure that your application is completed accurately and efficiently.

Follow the steps to fill out the application successfully.

  1. Click ‘Get Form’ button to obtain the form and open it in the editor.
  2. Begin by completing Section I, which gathers policy and insured information. Input the policy number, the insured's full name, date of birth, state of birth, marital status, height, weight, social security number, email, and address details. For user-friendly clarity, avoid using P.O. Box addresses.
  3. In Section II, choose the relevant application purpose, such as 'Reinstatement' or 'Face Amount Change,' and complete the corresponding subsections. Make sure to include required premium amounts and any necessary insurance applications for additional insured persons.
  4. Transition to Section III, where you will answer questions regarding your health and lifestyle. Provide honest answers regarding any medical conditions or habits, as this information is crucial for your insurance assessment.
  5. Proceed to the Authorizations, Declarations & Signatures section. Review the statements presented and provide your signature and date, along with the signature of any additional insured parties or policy owners if applicable.
  6. Finally, check all completed information for accuracy. Once reviewed, you can save changes, download the document, print it, or share it as needed before submitting.

Take the next step and complete your application for policy change or reinstatement online for a smoother process.

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Contact support

Please call our Customer Service Representatives at 888‑266‑8489 (888‑ANNUITY), select Option 1, then Option 3, for additional assistance.

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

A typical annuity surrender fee could be 10% of the funds contributed to the contract within the first year it is effective. For each successive year of the contract, the surrender fee might drop by 1%.

How to Get Out of an Annuity “Free Look” Provision. If your annuity is a recent investment, you may be able to get out of it during the contract's free-look period. ... Return of Premium Rider. Similar to life insurance offerings, annuity contracts can also include a return of premium rider. ... 1035 Exchange. ... Cashing Out.

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.

When you surrender an annuity, you will owe, at minimum, income taxes on the taxable amount you receive. These will be due in the year in which you realize the income. In addition to ordinary income tax, you may owe additional taxes imposed by the IRS.

Almost every time you buy an annuity, you'll have at least 10 days to reconsider and back out if you change your mind.

There are a few different ways to cash out your annuity: Withdrawals: You can withdraw from your annuity at any time, but keep in mind that you will be subject to withdrawal limits. Surrender: You can surrender your annuity policy for its cash value. ... Loans: You can take out a loan against the cash value of your annuity.

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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
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
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 WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
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