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Annuity Withdrawal Request - National Life Group

Annuity Withdrawal Request - National Life Group 2025

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The document is an Annuity Withdrawal Request form that outlines the process for withdrawing funds from an annuity policy. It includes sections for owner information, withdrawal options (partial, full, or loan payoff), instructions for payment methods, tax withholding options, and potential consequences of withdrawals. Additionally, it provides details on qualified accounts and hardship distributions, as well as a special tax notice regarding plan payments and rollover options. The document emphasizes the importance of understanding tax implications and obtaining necessary approvals.

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Click ‘Get Form’ to open the Annuity Withdrawal Request in the editor.
Begin with Section 1, Owner Information. Fill in your name, policy number, Social Security/Tax ID number, telephone number, and email address.
In Section 2, select one option for your withdrawal: specify a partial amount, maximum free withdrawal, full surrender, or free look.
Proceed to Section 3 for Withdrawal Instructions. Choose how you want to receive your funds: direct deposit (complete bank information), check sent to your address, or direct transfer/exchange.
If applicable, complete Section 4 regarding Qualified Accounts by indicating qualifying events and providing necessary documentation.
In Section 5, provide withholding instructions for federal and state taxes as needed.
Review Sections 6 through 9 for any additional instructions and ensure all signatures are completed before submission.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is National Life Group a good annuity company?

He is a FINRA Series 7 and Series 66 license holder and passed the CFA Level II exam in 2022. National Life Group is a leading well-respected U.S. annuity provider with sound financial standing and abundant resources. It offers fixed and indexed annuities but is better known for its indexed offerings.

How do I contact National Life annuity?

log into the customer website or call Customer Relations at 1-800-732-8939.

Can I cash in a life annuity?

Can I cash out my Living Annuity? The short answer is no. Once you have entered into your living annuity, you are only able to withdraw funds according to the regulations of the annuity. To withdraw a larger amount from your fund, your only option is to increase your drawdown rate, which has a maximum of 17.5%.

How do I contact National Life Group?

Standard SMS rates may apply. If you have any questions, please email us at service@nationallife.com or give us a call at 1-800-732-8939.

How do I request to withdraw from my National Life annuity?

You may request an Annuity Automated Withdrawal Request form by phone at 1-800-732-8939, by email at service@nationallife.com, or online at .nationallife.com. Please read and complete all sections that apply to your withdrawal request and sign and date page 2 of the Automated Withdrawal Program form.

What is an annuity withdrawal form?

Withdrawal request form (Qualified) Use this form to request a full surrender or a partial withdrawal from a qualified annuity contract.

What is an annuity withdrawal?

Annuities offer tax-deferred growth, but taxes are eventually owed on withdrawals. Qualified annuities (pre-tax funds) are fully taxable upon withdrawal. Nonqualified annuities (after-tax funds) involve taxing earnings before original contributions.

How to get money out of National Life Group?

To take a loan using the National Life Group app, follow these steps to request funds: Open the app. Choose the policy you wish the borrow from. From the Actions drop down, select Request Funds to initiate a loan. Select Continue if you are sure you want to take a loan.

Annuity Withdrawal Request - National Life Group 2025

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Is National Life Group a good annuity company?

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Can I cash in a life annuity?

How do I contact National Life Group?

How do I request to withdraw from my National Life annuity?

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What is an annuity withdrawal form?

What is an annuity withdrawal?

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Annuity Withdrawal Request - National Life Group 2025

Here's how it works

How to use or fill out Annuity Withdrawal Request - National Life Group with our platform

Complete this form in 5 minutes or less

Got questions?

Is National Life Group a good annuity company?

How do I contact National Life annuity?

Can I cash in a life annuity?

How do I contact National Life Group?

How do I request to withdraw from my National Life annuity?

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People also ask

What is an annuity withdrawal form?

What is an annuity withdrawal?

How to get money out of National Life Group?

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