Get Nassau Life Ol4369 2023-2026

This guide offers comprehensive instructions on completing the Nassau Life OL4369 Partial Surrender/Withdrawal Request form online. Follow these steps to ensure a smooth and accurate submission of your request.

Follow the steps to accurately fill out the form.

1. Click the ‘Get Form’ button to access the Nassau Life OL4369 Partial Surrender/Withdrawal Request form online.
2. Provide the necessary Account Information, which includes your Policy/Contract Number, the Insured/Annuitant's full name, and daytime and advisor telephone numbers.
3. In the Payment Method section, select one available option indicating the amount to withdraw and specifying your payment method (e.g., check, direct deposit, etc.). If choosing direct deposit, ensure you have completed the Direct Deposit form.
4. Complete the Taxes section by confirming that you have filled out the Federal/State Income Tax Withholding Election form (OL4753) required for this request.
5. If your contract is a Tax-Sheltered Annuity, carefully read the Tax-Sheltered Annuity Contract Additional Requirements and check the appropriate box for the reason for withdrawal.
6. Review and complete the Signatures and Dates section. Make sure all required signatures are present, and all owners, trustees, or authorized representatives have signed and dated where applicable.
7. Finally, save your changes, download a copy of the completed form, and either print it to mail to the address provided or follow any online submission options available.

Complete your Nassau Life OL4369 Partial Surrender/Withdrawal Request form online today for a timely processing of your request.