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Allianz surrender form

Allianz withdrawal form 2025

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The document provides detailed instructions for submitting a withdrawal request from Allianz Life Insurance Company of North America. It outlines the necessary steps, including completing applicable sections, understanding potential tax implications, and recognizing that withdrawals may affect contract values and benefits. Specific withdrawal options and limits for various variable annuities are also included, along with contact information for further assistance.

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Versions	Form popularity	Fillable & printable
2020	4.8 Satisfied (75 Votes)
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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the surrender period for Allianz?

During the first 10 years, a surrender charge and MVA will apply if the contract is partially or fully surrendered. These charges may result in a loss of indexed interest and fixed interest, interest bonus, and a partial loss of principal (premium).

What is the penalty for withdrawing from Allianz annuity?

All withdrawals are subject to ordinary income tax and, if taken prior to age 59, may be subject to a 10% federal additional tax. Product and feature availability may vary by state, broker/dealer, and registered investment adviser. For ETFs: Investment involves risk including possible loss of principal.

How do I surrender my Allianz policy?

Our surrender process: Submit complete document to Allianz Life branch. Allianz receives document and process surrender. Surrender approved (Approved within 4 working days for standard cases) Surrender payout via e-Payment (Payout within 5 working days)

How can I withdraw my money from Allianz?

To submit your withdrawal request form, please ensure all sections are fully completed. You can submit the form via email at withdrawals@allianz.com or fax it to (123) 456-7890. Alternatively, you may mail the completed form to Allianz Life Insurance Company, 123 Main St, Anytown, USA 12345.

What is the surrender charge period?

During the first 10 contract years, we will apply a surrender charge if the contract is partially or fully surrendered.

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What is the cooling off period for Allianz?

Good to know: Allianz offers a 14-day cooling off period with its home insurance. This lets you cancel your policy within 14 days of purchase, as long as you havent made a claim and dont need to make one.

How to withdraw from Allianz annuity?

Requests for a withdrawal from a fixed annuity can be made online. Log in and go to Personal Accounts. Download the form below associated with your contract or policy and log in to upload the completed form. Alternatively, you can submit the form via email, mail, or fax.