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Click ‘Get Form’ to open the Partial Withdrawal Form in the editor.
In Section A, provide your Policy Number(s), Name of Insured, Taxpayer Identification or Social Security Number, Name of Policyowner (if different from Insured), and Daytime Phone Number. Ensure all information is accurate for processing.
Move to Section B to indicate your request for a partial withdrawal. You can choose to request the maximum amount available or specify a net withdrawal amount. Be aware of any minimum withdrawal amounts and fees that may apply.
In Section C, select your withholding preference. Choose whether you want Federal Income Tax withheld from your payment, as this is mandatory for certain withdrawals.
Proceed to Section D for Payment Instructions. Indicate how you would like the proceeds applied, whether towards premiums, loan payments, or other options.
Finally, complete Section E by signing and dating the form. If there are multiple policyowners or if it’s a corporation, ensure all required signatures are included.

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