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- Click ‘Get Form’ to open the authorization annuity in the editor.
- Begin by entering your Contract Number and Contract Owner's name at the top of the form. This identifies your specific annuity contract.
- Select the type of withdrawal you wish to authorize. Options include a percentage of last year’s balance, a fixed amount, or monthly interest. Ensure you check the appropriate box.
- If opting for systematic credit entries, fill in the Depository Institution details, including account type, name on account, account number, and routing number.
- Review the Important Taxpayer Information section carefully. Make your tax withholding elections by checking the appropriate boxes and specifying amounts if applicable.
- Finally, sign and date the form at the bottom. If applicable, ensure that a witness signature is included as per state requirements.
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