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ANNUITY WITHDRAWAL REQUEST - MrAnnuity

ANNUITY WITHDRAWAL REQUEST - MrAnnuity 2025

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The document is an Annuity Withdrawal Request form from Bankers Life Insurance Company, detailing the process for policy owners to request withdrawals from their annuity contracts. It includes sections for personal information, withdrawal options (partial, complete, monthly interest, or IRA minimum distribution), tax withholding preferences, and necessary certifications. The form must be completed in full and signed by the owner(s) to process the request.

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Click ‘Get Form’ to open the ANNUITY WITHDRAWAL REQUEST - MrAnnuity in the editor.
Begin by entering the Annuitant Name and Policy Number in the designated fields. Ensure accuracy as this information is crucial for processing your request.
Fill in the Owner's Name, Social Security Number, and Mailing Address. This address will be used for sending any checks unless specified otherwise.
Select one withdrawal option: Partial Withdrawal, Complete Cash Surrender, Monthly Interest Option Withdrawal, or IRA Minimum Required Distribution Automation. Make sure to provide any required amounts or details as prompted.
If opting for direct deposit (available for options C & D), complete the Depositor Information section and attach a voided check.
Answer the tax withholding questions carefully. Indicate whether you want federal income tax withheld and provide your Taxpayer ID Number.
Finally, sign and date the form. If applicable, ensure that a spouse's signature is included if you reside in a community property state.

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Versions	Form popularity	Fillable & printable
2019	4.8 Satisfied (35 Votes)
2015	4 Satisfied (47 Votes)
2010	4.5 Satisfied (56 Votes)

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What are the rules for withdrawing from an annuity?

Hardship distributions A hardship distribution is a withdrawal from a participants elective deferral account made because of an immediate and heavy financial need, and limited to the amount necessary to satisfy that financial need. The money is taxed to the participant and is not paid back to the borrowers account.