Get Ord 310003 2019-2025

The ORD 310003 form is used for requesting full surrenders and partial withdrawals from an annuity. This guide provides a step-by-step approach to ensure you complete the form accurately and submit it online without hassle.

Follow the steps to effectively complete the ORD 310003 form online.

1. Press the ‘Get Form’ button to access the form and open it in your browser.
2. Fill in the owner information section. This includes providing your annuity number, email address, full name, joint owner name (if applicable), and phone numbers.
3. Indicate the type of withdrawal you are requesting. Choose between full surrender, partial surrender, or specify a non-lifetime withdrawal if applicable.
4. Complete the designated investment option section by identifying which investments to withdraw from, if applicable.
5. If claiming a disability for tax purposes, check the appropriate box in the certification of disability section and provide necessary details.
6. In the income tax withholding notice and election section, specify if you want federal or state taxes withheld and the amount if applicable.
7. Provide payment instructions. You can choose direct deposit to a bank or to receive a check by mail. Make sure to attach a voided check if necessary.
8. Complete the signatures section, ensuring all required parties sign and date the form where indicated.
9. Lastly, review the entire form for accuracy and completeness before saving, downloading, printing, or sharing your completed form.

Take a moment to complete your generating documents online to ensure a smooth process.