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If you need assistance, please contact the NYL Annuity Service Center at 1-800-762-6212 or your Repr

If you need assistance, please contact the NYL Annuity Service Center at 1-800-762-6212 or your Repr-2025

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The document is a withdrawal form for New York Life Fixed Annuities, detailing the procedures and requirements for making partial or full withdrawals. It includes information on notary requirements for large disbursements, tax implications of withdrawals, options for periodic withdrawals, and necessary signatures. The form also outlines the rules regarding rollovers from IRAs and provides instructions for submitting the completed form.

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Versions	Form popularity	Fillable & printable
2019	4.8 Satisfied (22 Votes)
2017	4.1 Satisfied (36 Votes)
2015	4.7 Satisfied (35 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 company owns Protective Life?

Dai-Ichi Life International Holdings LLC Protective Life / Parent organization

How do I contact Protective Life annuity?

Servicing your in-force business Life and annuity in-force customer service. Questions about an existing policy: Life: 877-905-3078 opt 1, then 4. Life policy conversions and revisions. Email: ladrevisions@protective.com. Phone: 877-905-3078 Opt 1, then 3. Life claims. Phone: 877-905-3078 Opt 1, then 5.

What is the phone number for the New York Life annuity service Center?

To check your current status with New York Life Annuities, please contact the Service Center at 800-762-6212, Monday through Friday 8:30 a.m. to 5:30 p.m. Visit the Product Training page to learn about Product and State requirements.

How do I contact the security benefit annuity?

How can I contact Security Benefit? You can reach Security Benefit by calling 785.438. 3000 or 800.888. 2461, 8 a.m. to 7 p.m. (Eastern Time), Monday through Friday.

Can I cash out my protective life insurance policy?

Depending on your policy contract, you may be able to withdraw some of the cash value that has accumulated in your life insurance policy. The amount you withdraw may have tax implications for you and will also reduce the death benefit your beneficiaries receive.

How do I claim an annuity policy?

What Are The Steps Involved In The Annuity Plan Claim Process? Visiting the insurers website. Sending an email to the insurer. Sending an SMS to the insurer. Calling the insurer on their toll-free number. Visiting the insurers branch office.

Is New York Life a good company for annuities?

New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four major credit agencies A.M. Best (A++), Fitch Ratings (AAA), Moodys Investors Service (Aaa) and Standard Poors (AA+). (Ratings commentary as of 10/18/2022).

What is the penalty for early withdrawal from New York Life annuity?

Withdrawals are not subject to surrender charges. Withdrawals may be subject to ordinary income taxes and if made prior to age 59 may be subject to a 10% IRS penalty tax (a 25% penalty tax in the case of a withdrawal from a SIMPLE IRA within the first two years).

If you need assistance, please contact the NYL Annuity Service Center at 1-800-762-6212 or your Repr-2025

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