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- Click ‘Get Form’ to open the PHL Variable Insurance Company Surrender/Withdrawal Request in the editor.
- Begin by filling out Section A: Account Information. Enter your Policy/Contract Number, Insured/Annuitant Name(s), and daytime telephone number.
- In Section B: Payment Method, select your preferred payment option. You can choose between a penalty-free amount or specify an amount for withdrawal.
- 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.
- If applicable, complete Section D for Tax-Sheltered Annuity requirements, checking the appropriate box based on your situation.
- 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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