Get Csforms

Filling out the Csforms online can streamline your document management process, ensuring that you efficiently gather and submit necessary information. This guide offers clear, step-by-step instructions to assist you in completing the Withdrawal Request for Symetra Life Insurance Company.

Follow the steps to complete the Csforms effectively.

1. Click the ‘Get Form’ button to obtain the Csforms and open it in your preferred editing format.
2. Begin by filling out the owner information section, including the contract number, phone numbers, email, name(s), Social Security Number(s) or Tax Identification Number, and address details.
3. In the withdrawal options section, select one of the provided choices to indicate the type and amount of withdrawal you wish to make.
4. If applicable, specify the amounts to withdraw from variable sub-accounts and fixed indexed accounts, indicating either a specific dollar amount or percentage.
5. Declare your intention regarding required minimum distributions (RMDs) if you are over 70½ years old and ensure to indicate whether you elect to waive the automated RMD payment.
6. Complete the tax withholding elections by selecting whether you want federal and state taxes withheld and indicating the specific rates or amounts if required.
7. Provide payment instructions, stating whether you would like your check mailed to your address of record or another address. If you choose electronic funds transfer, attach a pre-printed voided check.
8. In the authorization section, review all provided information carefully. Sign and date the form, ensuring both owners sign if the contract is jointly owned. If necessary, obtain Medallion Signature Guarantees or notary public acknowledgment.
9. Finally, save changes to your completed form. You can then download, print, or share the filled-out Csforms as needed.

Complete your Withdrawal Request for Symetra Life Insurance Company using the Csforms online today.