Get Fr1202

The Fr1202 form is essential for managing partial withdrawals from your annuity contract. This guide will walk you through each section to ensure you complete it accurately and efficiently.

Follow the steps to efficiently fill out the Fr1202 form online.

1. Click the ‘Get Form’ button to access the Fr1202 form online.
2. Begin with Section 1, Owner/Participant Information. Fill in your contract or certificate number, owner name, joint owner name (if applicable), daytime phone number, and email address.
3. Proceed to Section 2 for the One-time Partial Withdrawal. Specify the amount you wish to withdraw, select the withdrawal method (GROSS or NET), and indicate whether you want to make your withdrawal fund-specific.
4. In Section 3, Systematic Withdrawal Program, you can set up a systematic withdrawal if applicable. Complete the required fields and select your preferred frequency for withdrawals.
5. Navigate to Section 4 for Distribution Instructions. Indicate if you want the proceeds to be paid directly to you or transferred to another party, ensuring to follow the specified documentation requirements.
6. Complete Section 5, which covers your Withholding Election. Choose whether or not to apply federal income tax withholding based on your preferences.
7. In Section 6, provide necessary signatures to validate the information. Ensure that any additional required signatures, including a notary if necessary, are also provided.
8. Finally, review all sections for accuracy. Save your changes, download the completed form, print it out if needed, or share it digitally as required.

Complete your Fr1202 form online today for a smoother withdrawal process.