Annuity surrenderwithdrawal request 2026

1. Click ‘Get Form’ to open the Annuity surrender/withdrawal request in the editor.
2. Begin by filling out Section C, 'Your information.' Enter your name, contract number, address, phone numbers, and last four digits of your SSN.
3. In Section D, 'Your requested amount,' select whether you want to surrender your contract or make a net or gross withdrawal. Specify the amount and method of withdrawal.
4. Complete Section E by indicating the reason for your request. Choose from options like cash value on account or disability.
5. In Section F, make your tax withholding elections. Decide if you want federal and state income tax withheld from your payment.
6. Fill out Section G with your preferred delivery method for the proceeds—either check or direct deposit. Provide necessary bank details if applicable.
7. Finally, sign in Section H to certify that you have read all notices and understand the implications of this transaction.

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