Annuity Full Surrender Request 2026

1. Click ‘Get Form’ to open the Annuity Full Surrender Request in the editor.
2. Begin by filling out Section A, Owner/Participant Information. Enter your contract number, name, taxpayer identification number, and contact details accurately.
3. If applicable, provide information for a joint owner and indicate whether an agent or broker recommended this surrender.
4. Proceed to Section B for Distribution Instructions. Choose how you want the proceeds paid—either to yourself via mail or electronic funds transfer (EFT).
5. Complete any additional elections in Section C if you wish to specify a future processing date or apply for waivers.
6. In Section D, make your withholding election for tax reporting. Ensure you understand the implications of your choices.
7. Finally, sign and date the form in Section F, ensuring all information is correct before submission.

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