Bankers life annuity withdrawal form 2025

1. Click ‘Get Form’ to open the bankers life annuity withdrawal form in the editor.
2. Begin by entering the Annuitant Name and Policy Number in the designated fields. Ensure accuracy as this information is crucial for processing your request.
3. Fill in the Owner's Name, Social Security Number, and Mailing Address. This address will be used for sending any checks unless specified otherwise.
4. Select one option for your withdrawal: Partial Withdrawal, Complete Cash Surrender, Accumulated Interest Withdrawal, IRA Minimum Required Distribution Automation, or 72(t). Make sure to indicate your choice clearly.
5. If applicable, complete the Withholding section by selecting whether you want federal income tax withheld. Remember that failing to provide a tax ID may result in higher withholding rates.
6. Sign and date the form at the bottom. If you are in a community property state, ensure your spouse also signs where required.

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