15627LA-MONY Equity Master (VUL) Surrender/Loan. MOMENTUM SERIESTOPS (Telephone Operated Program Support) ELECTION FORM 2025

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The document is a form for MONY Equity Master (VUL) policyholders to request partial or full surrenders, loans, and related transactions. It outlines the necessary information required for processing these requests, including allocation of funds, tax withholding options, and certification requirements. The form emphasizes the importance of understanding life insurance as part of a financial plan and provides contact details for MONY Life Insurance Company.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your personal information in the 'INSURED' section, including your name, phone number, and policy number.
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%.
If opting for full surrender, check the appropriate box and confirm if this transaction is due to a rollover or a 1035 exchange.
For loan requests, indicate the cash loan amount you are requesting. Review the federal income tax withholding options and select your preference.
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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