Annuity Service Request Form Financial Transactions 2026

1. Click ‘Get Form’ to open the Annuity Service Request Form in the editor.
2. Begin by filling out the 'Contract Information' section. Enter your Contract Number, Annuitant, Owner, and Joint Owner (if applicable). Provide the Owner’s Address, City, State, Zip Code, and Phone Number.
3. For a Partial Withdrawal, select your preferred option: accumulated interest, free amount, net withdrawal amount, or gross withdrawal amount. Specify the amounts as required.
4. If requesting a Full Surrender, indicate whether the contract is enclosed or lost/destroyed.
5. In the Income Tax Withholding section, choose whether to withhold federal income tax and specify any state tax withholding if applicable.
6. Complete the Authorization section by signing and providing your Social Security Number/TIN along with the date. If applicable, have the Joint Owner sign as well.
7. Finally, review all entries for accuracy before submitting your completed form back to Annuity Operations at the provided address.

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