Get Annuity Withdrawal / Surrender Request

This guide provides detailed instructions on how to complete the Annuity Withdrawal / Surrender Request form online. By following these steps, you can ensure that your request is filled out accurately and submitted without delay.

Follow the steps to successfully complete your Annuity Withdrawal / Surrender Request.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill out Section A, which includes Existing Policy Information. Enter the policy number, insured/annuitant name(s), social security number or tax identification number, owner name, and the owner's address and contact information. Ensure all requested fields marked as required are completed.
3. In Section B, select your withdrawal amount. Specify whether you want to make a partial withdrawal and enter the amount desired. Indicate whether this amount should apply to any loan balance, if applicable.
4. If you are opting for a full withdrawal in Section C, check the appropriate box indicating your application for the cash surrender value. Understand that this action cancels the annuity policy and releases the company from all claims under it.
5. Move to Section D to make your income tax withholding elections. Choose whether you want federal and/or state taxes withheld from your distribution. Provide the amounts or percentages you desire if applicable.
6. Fill out Section E if you wish to set up a systematic withdrawal. Indicate the frequency of withdrawals and the amount, ensuring that you are aware of any potential charges.
7. In Section F, authorize direct deposit for systematic withdrawals. Provide your bank account details, including the bank name and account number.
8. Complete Section G by signing and dating the form. Ensure you use your full legal name and are aware of any prior obligations that may affect the withdrawal.
9. Review the completed form for accuracy and completeness. Once confirmed, you can save your changes, download, print, or share the form as needed.

Start completing your Annuity Withdrawal / Surrender Request online today!