Follow the steps to fill out the form accurately and efficiently.

1. Click the ‘Get Form’ button to obtain the form and open it in your document editor.
2. Complete Section 1 by filling in your applicant information. Make sure to include your full name, Social Security Number, address, phone number, and email. Specify your relationship to the participant with the annuity plan account by checking the appropriate box.
3. Proceed to Section 2 where you must provide the participant's information. Enter their full name, Social Security Number, date of birth, last employer details, marital status, and spouse information, if applicable.
4. In Section 3, indicate the reason for withdrawal by selecting one option from the list provided. Make sure to check only one box and, if necessary, attach any required documentation.
5. Complete Section 4 by signing and dating the application, confirming the information you provided is accurate. Understand the implications of providing false information.
6. If you are the participant, move to Section 5 to confirm your marital status. Signature in this section must be notarized.
7. In Section 6, a Notary Public must verify your signature. Ensure that this section is easily accessible to the notary, and complete the verification portion once notarized.
8. After filling out all necessary sections, review the form for accuracy, then save your changes. You can choose to download, print, or share the completed form as required.

Start your application process online today to efficiently manage your annuity account withdrawal.