Get Life 18484 Partial Request Form Variable Annuities Get - Fill ...

Completing the Life 18484 Partial Request Form for Variable Annuities online is a straightforward process that can help you manage your annuity by requesting withdrawals effectively. This guide will walk you through each section to ensure all necessary information is accurately provided.

Follow the steps to complete your Life 18484 Partial Request Form online:

1. Press the ‘Get Form’ button to acquire the Life 18484 Partial Request Form and open it for editing.
2. Begin by filling in your policy information, including the policy owner name, policy number, preferred phone number, and address. Ensure accuracy to avoid processing delays.
3. Provide your email address and indicate whether this is a cell phone number. Opt to update records with this new information if necessary.
4. Indicate your partial withdrawal choice under Section 2, including specific amounts or percentages as required. Be aware that the minimum withdrawal amount is $500.
5. For periodic partial withdrawals, specify how much you wish to receive and the frequency of these payments (monthly, quarterly, etc.). Include the start date for these withdrawals.
6. Detail your allocation alternatives from which the withdrawal will be made, ensuring to comply with any restrictions of your policy.
7. Select your preferred method for receiving proceeds of the withdrawal, whether by check or electronic funds transfer, and provide the necessary bank information if opting for EFT.
8. In the tax withholding section, make your selections for federal and state withholding, ensuring you understand the implications of these choices.
9. Finally, sign and date the form to certify the accuracy of your information. If needed, ensure additional signatures are provided for corporate or joint policies.
10. Upon completing the form, you can either save changes, download, print, or share the form as necessary.

Complete your Life 18484 Partial Request Form online today to manage your variable annuity effectively.