PHL Variable Insurance Company (the Company 2026

1. Click ‘Get Form’ to open the PHL Variable Insurance Company Surrender/Withdrawal Request in the editor.
2. Begin by filling out Section A: Account Information. Enter your Policy/Contract Number, Insured/Annuitant Name(s), and daytime telephone number.
3. In Section B: Payment Method, select your preferred payment option. You can choose between a penalty-free amount or specify an amount for withdrawal.
4. Complete Section C: Taxes by ensuring you have filled out the Federal/State Income Tax Withholding Election form (OL4753) and attach it with your request.
5. If applicable, complete Section D for Tax-Sheltered Annuity requirements, checking the appropriate box based on your situation.
6. Finally, navigate to the Signatures and Dates section. Ensure all required signatures are provided according to ownership type and date the form appropriately.

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