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Click ‘Get Form’ to open the athene insurance form in the editor.
Begin by filling out the 'Policy Information' section. Enter your Policy Number, Name of Insured, and Name of Policy Owner. Ensure you include your Social Security Number and complete your address details including Street Address, City, State, and Zip Code.
In the 'Request for Full Cash Surrender Value' section, confirm your application for the cash surrender value. If applicable, check the box indicating if your policy has been lost or destroyed.
Complete the 'Income Tax Withholding' section by selecting whether to withhold federal income tax. Choose from options such as 'Do not withhold', 'Withhold 10%', or specify a flat amount or percentage.
Finally, in the 'Acknowledgement/Signature(s)' section, ensure all required signatures are provided along with dates. This includes signatures from both the Policy Owner and Joint Owner if applicable.

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