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Withdrawal Request - Annuities PacificLife 2025

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The document is a withdrawal request form for fixed annuities from Pacific Life Insurance Company. It provides instructions for clients to request one-time or preauthorized withdrawals, including necessary contact information, tax withholding options, and guidelines for completing the form. The document emphasizes the importance of submitting complete and accurate information to ensure timely processing of requests.

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Versions	Form popularity	Fillable & printable
2023	4.1 Satisfied (39 Votes)
2019	4.1 Satisfied (37 Votes)
2012	4.8 Satisfied (21 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 free withdrawal privilege on annuities?

The Free Withdrawal Provision is a feature often found in annuity contracts and some insurance policies. It allows policyholders or annuitants to withdraw a portion of their funds without incurring any penalties or surrender charges.

How do I withdraw from my annuity?

Withdrawal Privilege Options Most contracts allow contract owners to withdraw some amount from the annuity values without penalty; this would not apply to IRS penalties, only insurer penalties.

How does the annuity withdrawal provision work?

Typically around 7% of the withdrawal amount if taken before a defined period of time usually 5 to 7 years. The penalty percentage usually decreases yearly until it reaches zero. There may be a 10% penalty for annuity owners who surrender their contract prior to the age of 59, plus income tax on any earnings.

What is the downside of a spia annuity?

Some of the advantages of SPIAs include simplicity, lower fees, and guaranteed income, but the tradeoff is loss of control over the money. Your age and other factors can influence the taxation of your annuity payments.

What is the phone number for Pacific Life annuity support?

You cant lose money with annuities in the traditional sense that you can with other investments tied to the market. You can, however, lose money on annuities if the insurance company that issued the annuity goes out of business and defaults on its obligation.

withdrawal request annuities form

Pacific Life Withdrawal Request Form Fixed annuity Pacific Life & Annuity forms Pacific Life surrender form Pacific Life & Annuity death claim form Annuity withdrawal form Pacific Life non qualified Annuity individual claimant statement Pacific Life death Claim form Pacific Life & Annuity Customer Service

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What is the annuity withdrawal privilege option?

If you have questions regarding how to complete these forms, please contact our Customer Service Specialists at (800) 722-4448 and in New York at (800) 748-6907.

Withdrawal Request - Annuities PacificLife 2025

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What is the free withdrawal privilege on annuities?

How do I withdraw from my annuity?

How does the annuity withdrawal provision work?

What is the downside of a spia annuity?

What is the phone number for Pacific Life annuity support?

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What is the annuity withdrawal privilege option?

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