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  • Erie Annuity Withdrawal Form

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About how to fill out this form, please call the Annuity Service Center at 800-634-9361 Monday through Friday, 8 am to 8 pm Eastern Time. Faxes are not accepted. 1 CONTRACT OWNER INFORMATION - - Contract Number Phone Number Owner s First Name Owner s Last Name/Trust Name - Joint Owner s Last Name Joint Owner s First Name 2 REQUEST A PARTIAL WITHDRAWAL - Owner s Social Security/Tax ID Number - Joint Owner s Social Security Number (If you re requesting a full surrend.

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Outside of penalty-free liquidity, an owner can cash out an annuity with or without a penalty, depending on the annuity's surrender charge schedule.

If you decide that you no longer want the annuity within the set time frame, then you can simply cancel the contract without incurring a surrender charge from the insurance company. Think of the free-look period as a get-out-of-jail-free card but with a crucial caveat.

Annuity distributions are taxed as ordinary income, which is a higher rate than that for the capital gains you get from other retirement accounts. Annuities charge a hefty 10% early withdrawal fee if you take money out before age 59½.

A claimant is the person or entity claiming the death benefit under a policy. Each beneficiary must complete a separate Claimant's Statement. ... You may copy the blank form to provide to other beneficiaries.

It is also important to understand that most annuities offer what is called a free withdrawal provision . This provision allows a contract owner the ability to withdraw a designated portion of their funds, often 10 percent each year, without incurring a surrender charge.

The principal amount invested in an annuity contract earns interest until the owner cashes out the policy or dies. ... The annuity company holds the funds until you contact them to report the annuity owner's death. You can claim your share of the annuity benefits by filing the required forms and documents with the company.

Annuity early withdrawal penaltiesAnnuity withdrawals made before you reach age 59½ are typically subject to a 10% early withdrawal penalty tax. ... In addition to potential tax penalties, withdrawals may also be subject to surrender charges by the annuity issuer.

With a few exceptions, you can cash out payments from your structured settlement or annuity at any time. However, making early withdrawals before reaching age 59 ½ may result in tax penalties and a 10 percent early withdrawal fee.

A claimant is the person or entity claiming death proceeds under a contract. Each beneficiary must complete a separate annuity claim form. ... You may copy the blank form to provide to other beneficiaries.

The default is the five-year rule. Under it, the beneficiary or beneficiaries have five years to take out the proceeds of the annuity. They can take them out gradually or in a single lump sum anytime up until the fifth anniversary of the owner's death. But even a series of five equal distributions has tax drawbacks.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Content Takedown Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232