Get Erie Annuity Withdrawal Form

This guide provides a clear and concise walkthrough for completing the Erie Annuity Withdrawal Form online. Whether you are requesting a partial withdrawal or a full surrender, follow these steps to ensure a smooth submission process.

Follow the steps to complete the Erie Annuity Withdrawal Form online.

1. Click the ‘Get Form’ button to obtain the Erie Annuity Withdrawal Form and open it in your preferred editing tool.
2. Begin by entering your contract owner information, including your contract number, phone number, first and last name, as well as details for any joint owners.
3. If you are requesting a partial withdrawal, fill in the applicable fields under the 'Request a partial withdrawal' section. Provide your Social Security or Tax ID number, and specify the dollar amount you wish to withdraw. Remember that the minimum withdrawal amount is $500, and you must maintain a minimum balance of $2,500 in your contract.
4. If you are requesting a full surrender, skip to the 'Request a full surrender' section. Here, certify whether you are enclosing the original contract or if it has been lost or destroyed, and confirm that there are no existing assignments.
5. In the 'Tax withholding' section, indicate if you want federal income tax withheld from your withdrawal and specify the percentage if applicable.
6. Under 'Payment instructions', choose how you would like to receive your payment. Indicate whether to send a check to your address of record or transfer the proceeds to a non-retirement Fidelity account.
7. Complete the 'Owners signatures' section by signing and dating the form. Note that if certain conditions are met, a signature guarantee will be required.
8. Once completed, make sure to review all entries for accuracy. Save your changes, and then download, print, or share the form as needed. Finally, mail the completed form to the appropriate address provided.

Take the next step and complete your Erie Annuity Withdrawal Form online today.