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15627LA-MONY Equity Master (VUL) Surrender/Loan. MOMENTUM SERIESTOPS (Telephone Operated Program Support) ELECTION FORM 2026

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How to use or fill out 15627LA-MONY Equity Master (VUL) Surrender/Loan. MOMENTUM SERIESTOPS (Telephone Operated Program Support) ELECTION FORM

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your personal information in the 'INSURED' section, including your name, phone number, and policy number.
  3. For a partial surrender, specify the cash amount you wish to withdraw and allocate it against the accounts listed. Ensure that each allocation is at least 5%.
  4. If opting for full surrender, check the appropriate box and confirm if this transaction is due to a rollover or a 1035 exchange.
  5. For loan requests, indicate the cash loan amount you are requesting. Review the federal income tax withholding options and select your preference.
  6. Finally, read through the certification statement and provide your signature along with the date. If applicable, include signatures from other rightsholders.

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