Get Industrial Alliance F51-153a-2 2016

Filling out the Industrial Alliance F51-153A-2 form online can be a straightforward process with the right guidance. This comprehensive guide will lead you through each component of the form to ensure accurate completion.

Follow the steps to fill out the form correctly.

1. Press the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the trade details made via the FundSERV network. Check the appropriate box and input the agent’s code, agency code, contract number, and the agent’s telephone number.
3. Provide your information by entering your first and last name in block letters. Ensure accuracy when filling in your FundSERV contract, dealer code, and intermediary code.
4. If you have an attached loan, ensure it is reimbursed. Select whether you are requesting a total or partial surrender. Specify the amount of surrender, ensuring it meets minimum requirements.
5. Indicate whether the surrender amount is gross (before fees and taxes) or net (after fees and taxes). Be sure to specify how the surrender amount will cover any loan balance.
6. Fill out the surrender instructions for the daily interest fund and investment funds, completing all required tables and calculations. Ensure the total cash amount or percentage equals 100% of the requested amount.
7. Select your payment method. If using direct deposit, attach a void personal check in the contract owner’s name or confirm that one is on file.
8. Include any special instructions as needed in the designated section.
9. Sign the form, confirming that you request the transaction as indicated and acknowledging any adjustments that may occur based on fund withdrawal.
10. After completing all sections accurately, save your changes, download, print, or share the form as necessary.

Complete your Industrial Alliance F51-153A-2 form online today for a seamless experience.