Annuity withdrawal 2025

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  1. Click ‘Get Form’ to open the Annuity withdrawal document in the editor.
  2. In Section 1, provide your contract information and annuitant details, including names, Social Security number, and contact information.
  3. Move to Section 2 to select the type of withdrawal. Be mindful of excess withdrawals as they may affect future guaranteed amounts.
  4. In Section 3, indicate the source of your withdrawal by entering whole percentages that total 100% across your funding choices.
  5. If applicable, complete Sections 4 and 5 for special instructions or alternate payment methods like Electronic Funds Transfer (EFT).
  6. Review Section 6 carefully regarding federal income tax withholding options and make your selections.
  7. Finally, sign in Section 7. Ensure all required signatures are provided using black ink before submitting the form.

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Annuity withdrawals made before you docHub age 59 are typically subject to a 10% early withdrawal penalty tax. For early withdrawals from a pre-tax qualified annuity, the entire distribution amount may be subject to the penalty.