Fr1202 2025

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The document provides a comprehensive guide on the implications of making partial withdrawals from annuity contracts, emphasizing three key considerations: the reduction of death benefits, potential tax implications including penalties for early withdrawal, and possible surrender charges. It includes a checklist for reviewing these factors with a financial representative and outlines minimum withdrawal amounts and procedures for initiating withdrawals.

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Click 'Get Form' to open the fr1202 in the editor.
Begin by filling out Section 1, which requires your Owner/Participant Information. Ensure you provide accurate details such as your Contract Number, Name, and Contact Information.
Proceed to Section 2 for a One-time Partial Withdrawal. Complete sections 1, 2, 5, and 6. If funds are sent via EFT or payable to someone else, fill out Section 4 as well.
In Section 3, if you wish to set up a Systematic Withdrawal Program (SWP), complete sections 1, 3, 5, and 6. Specify the withdrawal amount and frequency.
Review Section 4 for Distribution Instructions. If applicable, indicate whether proceeds are being paid to an alternate payee or through direct deposit.
Finally, sign in Section 6 to certify that all information is correct before submitting your form.

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