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Newyorklife New York Life - Life Insurance More than a policy An act of 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by entering your policy information in Step 1. Fill in your policy number, name, and contact details. If applicable, include the trust or corporate name.
- In Step 2, specify the amount you wish to withdraw and select how you want this amount applied—whether as cash, loan reduction, or towards a new policy application.
- Proceed to Step 3 to choose how you would like to receive your withdrawal. Options include receiving a check at your permanent address or via direct deposit if an EFT arrangement is already established.
- In Step 4, complete the Tax Withholding Election section by selecting your preferred withholding options. Ensure you understand the implications of each choice.
- Finally, read and sign in Step 5. Confirm that all provided information is accurate before submitting your form.
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