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Annuity Partial Withdrawal or Surrender Request - Ameritas 2025

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The document is an Annuity Partial Withdrawal or Surrender Request form from Ameritas Life Insurance Corp. It outlines the procedures for requesting a partial withdrawal, full cash surrender, or systematic withdrawals from an annuity policy. The form includes sections for specifying withdrawal amounts, tax withholding options, and account information for direct deposits. It also requires signatures from the owner and joint owner, along with additional instructions regarding tax implications and fraud warnings.

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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.

Can I cancel an annuity and get my money back?

Every annuity comes with a legal right to a free look. For a limited time you can get out of the annuity and request all your money back even after the policy has been issued and the initial premium is at the insurance company.

Can annuity plan be withdrawn?

Variable annuities are issued by Ameritas Life Insurance Corp. and underwritten by affiliate Ameritas Investment Company, LLC. Variable annuities are suitable for long-term investing and are subject to investment risk, including possible loss of principal.

What is a partial surrender of an annuity?

Money can be withdrawn from an annuity under certain special conditions. Firstly, some annuity plans allow withdrawal if the policyholder is diagnosed with a specified critical illness. Secondly, some annuity options return whole or part of the original purchase to the nominee after the demise of the policyholder.

Can you take a partial withdrawal from an annuity?

Many annuity products allow free withdrawals each year, giving annuity owners the ability to withdraw up to 10% of their account value without paying a surrender charge. Withdrawing more than the contract allows will probably result in a surrender charge on the excess amount.

Can you pull your money out of an annuity?

Many annuity products allow free withdrawals each year, giving annuity owners the ability to withdraw up to 10% of their account value without paying a surrender charge.

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What is the biggest disadvantage of an annuity?

Can I cancel my retirement annuity and get my money back? If you cancel your retirement annuity before age 55, you cannot access the funds as they remain preserved for retirement. Cancelling can also incur fees, and your contributions are kept invested for your long-term retirement income.

Annuity Partial Withdrawal or Surrender Request - Ameritas 2025

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Can I cancel an annuity and get my money back?

Can annuity plan be withdrawn?

What is a partial surrender of an annuity?

Can you take a partial withdrawal from an annuity?

Can you pull your money out of an annuity?

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What is the biggest disadvantage of an annuity?

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