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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 details regarding qualified accounts and potential tax consequences. The document emphasizes the importance of understanding the implications of withdrawals on benefits and taxes, including penalties for early distributions. Additionally, it provides a special tax notice regarding plan payments and rollover options.

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Got questions?

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

How do I contact the National Life Group annuity?

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

Can I withdraw money from National Life Group?

Yes you can. You may have access to policy cash value through either a withdrawal or as a loan from the insurance company using the policy as collateral.

Is National Life Group a good annuity company?

National Life Group Pros: More than a century and a halfs worth of experience in the insurance industry. Offers several forms of life insurance plus retirement solutions, mutual funds, and annuities. High ratings through A.M. Best and the BBB. Good financial strength.

Can I withdraw my money from National Life Group?

When can I take money out? You can take distributions from the 403(b) plan at age 59, if you are fully disabled, or at separation of service (10% IRS penalty may apply if withdrawn before age 592. Regular income tax will be due on distributions.). Distributions due to financial hardship may be available.

Can you take money out of your life insurance while alive?

You can withdraw money from a permanent life insurance policy, but not a term life insurance policy. If youre in need of quick cash, there may be better alternatives to explore that wont put your loved ones financial health at risk once youre gone.

What is an annuity withdrawal form?

This form may be used to request the following: One-Time Withdrawal - including Required Minimum Distributions (RMD). Systematic Withdrawal - including RMD. Full Withdrawal, also known as a surrender, which will terminate your annuity contract and all its features.

Annuity Withdrawal Request - National Life Group 2025

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The easiest way to modify Annuity Withdrawal Request - National Life Group in PDF format online

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Got questions?

How do I contact the National Life Group annuity?

Can I withdraw money from National Life Group?

Is National Life Group a good annuity company?

Can I withdraw my money from National Life Group?

Can you take money out of your life insurance while alive?

People also ask

What is an annuity withdrawal form?

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Annuity Withdrawal Request - National Life Group 2025

Here's how it works

The easiest way to modify Annuity Withdrawal Request - National Life Group in PDF format online

Complete this form in 5 minutes or less

Got questions?

How do I contact the National Life Group annuity?

Can I withdraw money from National Life Group?

Is National Life Group a good annuity company?

Can I withdraw my money from National Life Group?

Can you take money out of your life insurance while alive?

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People also ask

What is an annuity withdrawal form?

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