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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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Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (71 Votes)
2019	4.8 Satisfied (45 Votes)
2016	4.2 Satisfied (31 Votes)

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