Get Annwith 2014-2025

Filling out the ANNWITH form online can seem daunting, but with careful attention to each section, you can complete it efficiently. This guide offers clear instructions to help you navigate the process with ease.

Follow the steps to successfully complete the ANNWITH form.

1. Press the ‘Get Form’ button to access the ANNWITH form and open it in your editing tool.
2. Begin by entering the policy number, owner’s name, and their social security number accurately. If applicable, include the joint owner's name and social security number.
3. Fill in the mailing address, making sure to indicate a new primary address if this applies. If the mailing address is a P.O. Box, you must also provide the street address.
4. Provide the city, state, and ZIP code associated with the mailing address, as well as your telephone number and email address.
5. In the partial withdrawal section, select whether you want the maximum penalty-free amount or a specific dollar amount. Specify if you want the net amount or gross amount.
6. If applicable, choose to make the withdrawal recurring by selecting the frequency and providing a start date that does not fall on the 29th, 30th, or 31st.
7. If you wish to start automatic interest withdrawals, indicate your preferred withdrawal frequency and specify a start date, following the same rules as above.
8. If you're opting for a full surrender, check the designated box. Be aware that this will end your policy.
9. Select your preferred method of payment, either through direct deposit—where you must provide bank account details—or by check.
10. Complete the tax withholding election by specifying your preference for federal and state income tax withholding.
11. Certify your identity by completing the substitute for IRS Form W-9 section, ensuring to cross out any applicable items if necessary.
12. Proceed to sign and date the form. Ensure all required signatures are included, particularly if you reside in a community property state or are dealing with a trust.
13. Review the completed form thoroughly for any missed information before finalizing.
14. Once reviewed, save your changes, download a copy, print, or share the completed form as needed.

Start completing your ANNWITH form online today to ensure your withdrawal or surrender request is processed without delay.