Follow the steps to successfully complete the withdrawal request form.

1. Press the ‘Get Form’ button to access the document and open it in your preferred editor.
2. Begin by filling in your contract number in the designated section. If you have multiple nonqualified annuity contracts, check the appropriate box to indicate this.
3. Select your withdrawal option: either a partial withdrawal (fill in the desired amount), or a full withdrawal (acknowledge surrender of the contract by signing the corresponding statement). If applicable, specify any cumulative withdrawal value.
4. Complete the tax section accurately for all disbursement requests, including indicating whether you wish to have federal income tax withheld and the percentage if applicable.
5. Provide your Taxpayer Identification Number and confirm compliance with IRS regulations regarding backup withholding.
6. Choose your payment instructions. Indicate whether the disbursement should be mailed to your address or sent directly to a financial institution. If using ACH transfer, include a voided check or deposit slip.
7. Sign the document in the signature section, ensuring that all required signatures are obtained. Note that the form must be submitted within 30 days of signing.
8. Submit your completed form by email, web upload, mail, or fax as specified on the instruction page.

Start filling out your Alliance USA-385 withdrawal request form online today to ensure a smooth process.