Annuity withdrawal 2025

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The document is a withdrawal request form for annuity contracts from Metropolitan Life Insurance Company. It outlines the necessary steps and requirements for requesting a withdrawal, including the need for signatures, potential withdrawal charges, tax implications, and specific instructions for different types of withdrawals. The form also emphasizes the importance of understanding how withdrawals may affect future benefits and provides sections for contract information, withdrawal type, funding choices, special instructions, tax withholding elections, and signatures.

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

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Versions	Form popularity	Fillable & printable
2020	4.8 Satisfied (73 Votes)
2018	4.3 Satisfied (184 Votes)
2017	4.3 Satisfied (273 Votes)
2010	4.8 Satisfied (102 Votes)

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How much does a $100 000 annuity payout per month?

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.