Get Settlement Option Request Form For Contract - Allianz Life

This guide provides step-by-step instructions to assist you in completing the Settlement Option Request Form for your Allianz Life contract online. Following these instructions will ensure that you provide all necessary information accurately and efficiently.

Follow the steps to complete your form correctly.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Fill in Section A with the information about the contract owner. Enter the printed full name, Tax ID or Social Security Number, and daytime phone number for both the primary and joint contract owners.
3. In Section B, select the payment frequency by choosing only one settlement option: Monthly, Quarterly, Semi-Annually, or Annually. You must also choose one settlement option from the provided list, such as Guaranteed period, Life with a guaranteed period, or Installments for a selected amount.
4. Section C requires you to indicate how the withdrawal should be payable. Choose either to have the payment sent to the contract owner or to a financial institution, and provide the necessary banking information if applicable.
5. In Section D, make a choice regarding periodic withholding for tax purposes. You must follow the instructions carefully to elect out of federal income tax withholding or choose the appropriate amount to be withheld.
6. Complete Section E by certifying your Taxpayer Identification Number by confirming its accuracy and that you are not subject to backup withholding.
7. In Section F, provide your signature and the date. If there is a joint contract owner, they must sign as well. Ensure all necessary signatures are collected, including those for trusts or power-of-attorney as applicable.
8. After completing all sections, review the form for accuracy, make any necessary edits, and then save your changes. You may download, print, or share the completed form as needed.

Complete your Settlement Option Request Form online today to ensure timely processing!