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Annuity Partial Withdrawal Full Surrender Form Athene 2025

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The document is an Annuity Partial Withdrawal & Full Surrender Form from Athene Annuity & Life Assurance Company. It outlines the necessary information required for annuity contract holders to request a partial withdrawal or full surrender of their annuity, including personal details, distribution election options, income tax withholding choices, and important disclosures regarding potential charges and tax implications. The form also emphasizes the need for signatures and provides state tax withholding information.

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Click ‘Get Form’ to open the Annuity Partial Withdrawal Full Surrender Form in the editor.
Begin by filling out the Contract Information section. Enter your Contract Number, Name of Annuitant, and Social Security Number or Tax I.D. Number. If the Owner is different from the Annuitant, provide their details as well.
In the Distribution Election section, select whether you are requesting a partial withdrawal or full surrender. Specify if you want a net or gross amount and fill in any applicable dollar amounts or percentages.
Complete the Income Tax Withholding section by checking your preferred withholding options for federal and state taxes. Ensure you understand the implications of your choices.
Read through the Disclosure carefully to acknowledge your understanding of potential surrender charges and tax consequences.
Finally, sign and date the form in the Required Signature(s) section. If applicable, have the Joint Owner sign as well.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is a partial surrender of an annuity?

Schlichters eight lawsuits, filed beginning last March and collectively representing more than 300,000 beneficiaries, argue that companies that transfer their pensions to Athene violate their fiduciary duty to plan members because the insurer is excessively risky, as it uses complex and illiquid private investments.

What does annuity partial surrender mean?

What is Partial Surrender? In the context of life insurance policies, Partial Surrender is an action by policyholders involving: Cash Value Withdrawal: Taking out a portion of the policys accumulated cash value. Policy Retention: The policy remains active despite the withdrawal.

What is the surrender charge on Athene?

How do I request a withdrawal from my contract? My Athene users can request a withdrawal online. You may also request a withdrawal by calling our Customer Contact Center, or completing a withdrawal form found in our forms library.

What is the Athene retirement controversy?

A surrender charge can be charged to an annuity contract owner when he or she withdraws a portion of or the entire contracts accumulated value during the surrender charge period.

What is the meaning of partial surrender?

Partial surrender/partial withdrawal A partial surrender means taking some money out of a policy by cashing in the number of units needed for the amount requested. If a policy has units in more than one fund, an equal number of units is deducted from each fund.

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How do you avoid an annuity surrender charge?

The surrender period is an often years-long interval where you are responsible for paying a fee if you withdraw funds during this time. To avoid possible surrender fees, you should not put money into an annuity that you might need to withdraw from during the surrender period.

How does partial surrender work?

Besides a full surrender or policy loan, most UL policies offer partial surrenders. This involves permanently withdrawing a portion of the policys available cash value, but keeping some or all coverage in force. Unlike a loan, the withdrawn values usually cannot be put back into the policy.