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- Click ‘Get Form’ to open the Variable Annuity Surrender Request in the editor.
- Begin by completing Section A, which requires your contract owner information. Fill in your contract number, names, Social Security or Tax Identification Numbers, and contact details.
- In Section B, indicate whether you want to surrender all or part of your annuity funds. Choose the appropriate option and proceed to the relevant section.
- For partial surrenders, complete Section D by specifying the amount you wish to withdraw. Ensure you select one of the provided options for determining your check amount.
- Fill out Section H with your mailing instructions. If opting for Electronic Funds Transfer, attach a voided check as required.
- Finally, sign and date the form in Section J. Ensure all necessary sections are completed before submitting your request.
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