Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your contract number in the designated field to identify your annuity agreement.
3. Specify the amount you wish to withdraw by selecting one of the options provided. Choose between 10% of the previous year’s account balance, a fixed amount, monthly interest, or a specific monthly withdrawal, as applicable.
4. If applying for monthly systematic payments, fill in the depository institution name and specify account type (checking or savings).
5. Fill in your name on the account, the account number, and the routing number. A voided check may be required for verification.
6. Review the important taxpayer information section and ensure you understand the tax implications of your withdrawal.
7. Make your tax withholding elections by checking the appropriate boxes. Indicate the amounts or percentages if you choose to withhold federal or state income taxes.
8. Sign and date the form in the designated areas. If the account has multiple owners, ensure both sign where indicated.
9. If required, have a witness sign the form. Verify the witness meets the criteria outlined (not a beneficiary or owner and in certain states, the spouse must also sign).
10. Once all sections are filled out, review the form for accuracy before saving changes. You may choose to download, print, or share the completed form as needed.

Complete your forms online without delays and manage your annuity withdrawals efficiently.