Get Surr Pt - Bfg

Filling out the SURR PT - BFG form online is an important step for users seeking to request a cash surrender of their pension trust policy. This guide will provide clear, step-by-step instructions to help users complete the form accurately and efficiently.

Follow the steps to successfully complete the SURR PT - BFG form online.

1. Press the 'Get Form' button to access the form and open it in the editor.
2. In the first section, provide Policy Owner and Life Insured Information. Fill in the policy number(s), insured name(s), owner information including name, Social Security Number or Tax ID, phone number, and email address.
3. If applicable, include the name and agency number of the person submitting the form.
4. In the Remarks or Special Instructions section, add any additional notes or specific requests.
5. Indicate your cash surrender preference. Choose whether to mail the check to the Policy Owner's address of record or an alternative address. If addressing changes, check the box for address change.
6. Select the status of the original policy — whether it is attached to the form or has been lost/destroyed.
7. Complete the Tax Certification section by certifying your tax status, and sign and date in the appropriate area below.
8. Fill in the Income Tax Withholding section, specifying if you wish to withhold federal or state income taxes and indicate the appropriate percentages or amounts.
9. Review the Important Information section, ensuring you understand the implications of surrendering your policy.
10. In the Signatures section, ensure all policy owners sign and date the form. If married and in a community property state, include spousal consent if required.
11. After completing all sections, save changes to your document. You can then download, print, or share the completed form as necessary.

Complete your SURR PT - BFG form online today for a smooth processing experience.