Guggenheim annuity form 2026

1. Click ‘Get Form’ to open the Guggenheim annuity form in the editor.
2. Begin by entering your Contract Number and Contract Owner's name at the top of the form. This information is essential for identifying your account.
3. Select the type of withdrawal you wish to authorize. Options include a percentage of the previous year’s balance, a fixed amount, or monthly interest payments. Fill in the corresponding fields with your chosen amounts.
4. If applicable, answer whether five years have passed since your first Roth IRA contribution by selecting 'Yes' or 'No'.
5. Provide EFT information if you choose systematic distributions. Fill in your depository institution details, including account type, name on account, account number, and routing number.
6. Complete the Tax Withholding Election section by indicating whether you want taxes withheld and specifying amounts if applicable.
7. Ensure all required signatures are provided at the bottom of the form, including those from any joint owners or witnesses as necessary.

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