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F51 153a 2 2026
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- Click ‘Get Form’ to open the f51 153a 2 in the editor.
- Begin by filling in your advisor code, agency code, and contract number at the top of the form. Ensure that all information is accurate to avoid processing delays.
- In section one, provide the annuitant’s full name in block letters along with their contact details. This is crucial for identification purposes.
- Decide whether you are requesting a total or partial surrender. For a total surrender, check the appropriate box and ensure you understand how loans will affect your withdrawal.
- If opting for a partial surrender, specify the amount you wish to withdraw (minimum $100) and indicate whether it is before or after loan reimbursement.
- Complete the surrender instructions section by detailing amounts for different funds as necessary. Use our platform's calculator feature for accuracy.
- Select your payment method—either direct deposit or cheque—and attach any required documents like a voided personal cheque if needed.
- Finally, sign and date the form in the designated areas to authorize your request.
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