How to use or fill out annuity withdrawal with our platform
- Click ‘Get Form’ to open the annuity withdrawal form in the editor.
- In Section 1, provide your contract information, including the annuity contract number and personal details such as your name, Social Security number, and contact information.
- Move to Section 2 to select the type of withdrawal. Be mindful of any excess withdrawals that may affect future guaranteed amounts. Choose between full or partial withdrawals and specify the amount.
- In Section 3, indicate the source of your withdrawal by filling in the percentages for each funding choice. Ensure that the total equals 100%.
- If applicable, complete Sections 4 and 5 for special instructions or alternate payment methods. Specify if you want funds sent via Electronic Funds Transfer (EFT) or check.
- Review Section 6 regarding federal income tax withholding options and make your selections carefully.
- Finally, sign in Section 7 where all owners must provide their signatures and dates to validate the request.
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