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01. Edit your withdrawal surrender form online
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02. Sign it in a few clicks
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03. Share your form with others
Send annuity withdrawal athene via email, link, or fax. You can also download it, export it or print it out.
How to use or fill out full surrender form with our platform
- Click ‘Get Form’ to open the full surrender form in the editor.
- Begin by filling out the Contract Information section. Enter your Contract Number, Name of Annuitant, and Owner's details if different. Include your Social Security Number or Tax I.D., mailing address, and telephone number.
- In the Distribution Election section, select how much you wish to withdraw. Choose between the maximum amount available without a surrender charge or specify a dollar amount or percentage of your accumulation value.
- Complete the Income Tax Withholding section by selecting whether to withhold federal and state taxes. Make sure to check the appropriate boxes based on your preferences.
- Read through the Disclosure carefully and confirm your understanding by checking the relevant boxes.
- Finally, sign and date the form in the Required Signature(s) section. Ensure all necessary signatures are included before submitting.
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