Bankers Life Insurance Company 11101 Roosevelt Blvd N St 2026

1. Click ‘Get Form’ to open the Annuity Withdrawal Request in the editor.
2. Begin by entering the Annuitant Name and Policy Number in the designated fields. Ensure accuracy as this information is crucial for processing your request.
3. Fill in the Owner's Name, Social Security Number, and Mailing Address. This address will be used for sending checks unless you specify otherwise.
4. Select one option for withdrawal: Partial Withdrawal, Complete Cash Surrender, or Accumulated Interest Withdrawal. Make sure to check only one box.
5. If opting for systematic withdrawals, choose your preferred frequency (Monthly, Quarterly, Semi-Annually, Annually) and provide any necessary details.
6. Complete the Direct Deposit Authorization section if applicable. Enter your Routing Number and Account Number, and attach a voided check.
7. Answer the tax withholding questions carefully. Select whether you want federal income tax withheld and provide your Taxpayer ID Number.
8. Finally, sign and date the form where indicated. If required by state law, ensure that a spouse’s signature is included.

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