Annuity Partial Withdrawal or Surrender Request - Ameritas 2026

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

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