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Annuity Partial Withdrawal or Surrender Request - Ameritas 2026

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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, allocation preferences, tax withholding options, and required signatures from the policy owner and joint owner. It also provides information on potential charges and adjustments related to withdrawals.

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Click ‘Get Form’ to open the Annuity Partial Withdrawal or Surrender Request in the editor.
Begin by entering your Policy Number, Name of Owner, and TIN/SSN in the designated fields. If applicable, include the Joint Owner's information.
In the 'Withdrawal' section, specify the amount you wish to withdraw. Remember that the minimum partial withdrawal is $100.
If you are making a variable withdrawal, indicate any specific sub-account(s) from which to withdraw funds.
For full cash surrender requests, check the appropriate box and understand that any applicable charges will be deducted.
Fill out your financial institution details for direct deposits, including account type and routing number.
Review tax withholding options carefully and select your preferences regarding federal income tax withholding.
Finally, sign and date the form where indicated. Ensure all required signatures are included before submission.

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

Is Ameritas a good company?

About Ameritas life insurance Ameritas life insurance earned 4 out of 5 stars for overall performance. Headquartered in Lincoln, Nebraska, Ameritas is a mutual life insurance company that offers a mix of term and permanent policies, plus a variety of riders to help you customize your coverage.

What is the Ameritas Income 10 annuity?

Ameritas Income 10 Index Annuity is a flexible premium deferred annuity that offers a fixed interest option and index interest options. Annuities with index options may be referred to as equity index annuities. The index options are not securities; you are not investing in stocks or in the indexes themselves.

What is the highest rated annuity company?

Secure Your Retirement Without Hidden Fees New York Life: Most Trusted by Consumers. Allianz: Top Growth Protection Balance. Nationwide: Top Annuity Variety. Lincoln Financial: Best for Retirement Income. Best Variable Annuity.

What is Ameritas insurance ranked?

Ameritas Life Insurance Corp. Rating (Rating Category):A (Excellent) Outlook (or Implication): Stable Action: Affirmed Effective Date: May 22, 2025 Initial Rating Date: June 30, 1928

How do I cancel my Ameritas plan?

Either you or your client may contact administration at cs@ameritas.com or call 800-300-9566, option 3, to request a termination. You can also assist your client with terminating their coverage.

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What is the rating of Ameritas annuity?

A (Excellent) for insurer financial strength, a rating we have maintained for 50 years.

Does Ameritas have annuities?

Ameritas Life Insurance Corp. offers variable annuities with long-term, tax-deferred growth potential and guaranteed income. They also help you find the balance between reduced expenses, liquidity options and low-cost riders to better align with your financial objectives.

What is the rating scale for annuities?

Annuity Company Rating Agencies It rates companies on a scale that ranges from A++ to D-. It is highly unlikely you will come across a major annuity company with an AM Best financial strength rating below B++. Moodys, another popular rating agency, measures companies on their financial strength as well.