Withdrawal Request for Fixed Annuities - Pacific Life 2026

1. Click ‘Get Form’ to open the Withdrawal Request for Fixed Annuities in the editor.
2. Begin by entering your General Information. Fill in the Owner’s Name, Daytime Telephone Number, and Annuity Contract Number if known.
3. Proceed to the SIMPLE IRA Employer Information section. Indicate whether this is a new contract, a change of employer, or a transfer of assets by checking the appropriate box.
4. Complete Section 2A with your Current Employer's details including name, original participation date, mailing address, and telephone number.
5. If applicable, fill out Section 2B with Former Employer information using the same format as Section 2A.
6. In the List Bill Information section, provide any relevant billing details if your employer has multiple contracts with Pacific Life.
7. Finally, sign and date the form in the Signature and Certification section to confirm your understanding and acceptance of the provisions outlined.

Start using our platform today to easily complete your Withdrawal Request for Fixed Annuities!