Get Protective Life Annuity Distribution Request Form

Filling out the Protective Life Annuity Distribution Request Form online can be a straightforward process with the right guidance. This comprehensive guide provides step-by-step instructions to ensure you complete the form accurately and efficiently.

Follow the steps to successfully complete the annuity distribution request form online.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. Enter the required personal details, including your contract owner and contract annuitant information, followed by your daytime phone number and plan type.
3. In Section 1, choose the type of distribution you are requesting: total surrender, lost contract certification, or partial distribution. If opting for a partial distribution, ensure you specify the amount and selection type (gross, net, interest only, penalty-free, or RMD).
4. In Section 2, select the reason for your distribution, where applicable. Options include attaining age 59½, severance of employment, disability, or financial hardship.
5. For Section 3, if applicable, the Plan Administrator must complete the vesting instructions regarding employer contributions.
6. Fill out Section 4 if you are applying for a financial hardship distribution. Be sure to indicate your financial hardship and whether you have used available resources.
7. In Section 5, provide mailing instructions, selecting whether to send the check to the address of record or a different address. Include authorization for electronic funds transfers if preferred.
8. Review and complete any required sections related to tax withholding in Sections 8 and 9, which pertain to your specific retirement plan type.
9. After completing all necessary sections, ensure you correctly sign and date the form in Section 11. If you have a spouse, have them review and sign where applicable.
10. Once the form is completed, you can save your changes, download it for your records, and print or share the form as needed.

Start completing your Protective Life Annuity Distribution Request Form online today to ensure a smooth distribution process.