Get Partial Withdrawal Or Full Surrender Request

Completing the Partial Withdrawal or Full Surrender Request form online can facilitate your distribution requests effectively. This guide provides step-by-step instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to successfully fill out your request form.

1. Press the ‘Get Form’ button to access the Partial Withdrawal or Full Surrender Request form and open it in your preferred digital editing tool.
2. Begin by entering your contract information. Please provide the Contract Number, the Owner’s Name (first, middle initial, last), and their Social Security Number (SSN). If there is a Joint Owner, fill in their name and SSN as well.
3. Complete the address section by providing the Street Address, Apartment/Suite Number (if applicable), City, State, and ZIP code. Also, include a contact Phone Number.
4. Move to the Disbursement Information section. Here, choose either Full Surrender or Partial Withdrawal and specify the amount for your withdrawal. For Partial Withdrawals, indicate if it will be a Fixed Dollar amount, a Percentage of Accumulation Value, or a Penalty-Free withdrawal.
5. Next, complete the Type of Disbursement section. Indicate whether you are taking a Normal distribution, Early distribution (if under age 59½), or a distribution due to Disability. Fill in the necessary dates as required.
6. In the Election of Withholding section, specify whether you would like federal and/or state taxes withheld from your payment. Choose the percentage or dollar amount accordingly.
7. Next, select your Method of Payment. Decide if you prefer to receive your funds via check or through Automated Clearing House (ACH) transfer. If opting for ACH, ensure to attach a voided check.
8. Finally, sign the form in the Signatures section, ensuring all required parties sign where indicated. Be aware of any state-specific requirements regarding community property signatures.
9. Once all sections are completed, review the form for accuracy. Save the changes, and then you may download, print, or share the completed form as needed.

Complete your Partial Withdrawal or Full Surrender Request form online today for a hassle-free experience.