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Withdrawal Request for Fixed Annuities - Pacific Life 2025

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The document provides information and instructions for establishing, changing, or transferring a SIMPLE IRA annuity contract with Pacific Life Insurance Company. It includes contact details, employer information requirements, list billing procedures for employers with multiple contracts, and a certification section for the owner to acknowledge understanding of the terms.

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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.

Can you get your money back from a fixed annuity?

Fixed indexed annuities typically allow 10% annually you can take out. Now, multi-year guarantee annuities are a little bit different. Most contracts do allow you to take some money out, whether interest, penalty free or 5% or 10% of the annual amount of the value you can take out penalty-free.

Why cant I withdraw from my annuity?

The insurance company typically imposes either a restriction or a ``surrender charge. A restriction prevents you from withdrawing all or part of the money, at least for the first 5--10 years. A surrender charge is a fee that applies if you try to sell the annuity or retrieve your money for the first 5--10 years.

What is the penalty for withdrawing from a fixed annuity?

The insurer issuing the annuity assesses surrender fees if funds are withdrawn during the annuitys accumulation phase, and the IRS charges a 10% early withdrawal penalty and income tax on the withdrawn funds if the annuity holder is younger than 59. Internal Revenue Service.

How do I withdraw from a fixed annuity?

6 Steps To Cashing Out an Annuity Review Your Annuity Contract. Determine if your annuity allows you to cash out. Consider Potential Penalties and Fees. Determine the cost of cashing out. Evaluate Your Tax Implications. Contact Your Annuity Provider. Initiate the Cash-Out Process. Handling the Received Funds.

How do I get out of a fixed annuity?

4 ways to get out of an annuity Pay the surrender charge. Most annuity companies allow you to cash out, or surrender, the contract for its current value, or withdraw a portion of the accumulated funds before income payments begin. Withdraw options. 1035 exchange. Sell a portion of your payments.

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Can you get out of a fixed annuity?

Surrender charges are typically around 7% of the amount you withdraw, but that percentage decreases the longer you hold the annuity. Many annuity products allow free withdrawals each year, giving annuity owners the ability to withdraw up to 10% of their account value without paying a surrender charge.

Withdrawal Request for Fixed Annuities - Pacific Life 2025

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Can you get out of a fixed annuity?

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