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American equity partial withdrawal request 2025

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The document is a Partial Withdrawal Request form for American Equity, detailing the process for contract owners to request a partial withdrawal from their account. It includes sections for selecting withdrawal amounts, tax withholding instructions, taxpayer identification certification, spousal consent requirements, and options for direct deposit of funds. The form emphasizes the need for accurate information and compliance with tax regulations.

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Click ‘Get Form’ to open the american equity partial withdrawal request in the editor.
Begin by entering your Contract Number and Contract Owner(s) name at the top of the form. This information is essential for identifying your account.
In the Partial Withdrawal Information section, select one of the options for your withdrawal type, such as '10% Penalty-free' or 'Fixed Amount'. Fill in any required fields based on your selection.
Complete the Federal/State Withholding Instructions by indicating whether you want taxes withheld from your payment. If applicable, specify the percentage for federal and state withholding.
Provide your Taxpayer Identification Number (either Social Security Number or Employer Identification Number) in the designated area.
If required, have your spouse sign in the Consent of Spouse section to acknowledge their agreement with this transaction.
If you wish to set up direct deposit, indicate whether you have previously submitted bank information or include a voided check with this request.
Finally, ensure all signatures are completed at the bottom of the form before submitting it through our platform.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Did American equity get bought out?

Brookfield Reinsurance, a capital solutions business that provides insurance and reinsurance services to individuals and institutions, has completed the acquisition of American Equity Investment Life Holding Company (AEL).

What are the surrender charges for American Equity annuity?

Surrender Charges apply in the event of full Surrender or Partial Withdrawals during the 1st Contract Year or amounts in excess of the Penalty-free Withdrawal during the Surrender Charge period. These charges start at 14% and reduce to zero at the end of the 12th Contract Year.

What is the penalty for withdrawing from American funds?

* Withdrawals from Roth accounts are tax- and penalty-free if the account was established at least five years before, and if the participant is at least 59 years old, disabled or deceased. For nonqualified distributions, earnings are taxable and may be subject to a 10% early withdrawal penalty.

How to withdraw money from American equity?

Complete the Systematic Withdrawal Request form or call our Service Department at 888-221-1234 to begin Systematic Withdrawals. Payments may begin within 30 days after we receive the request (or 30 days after contract issue if the request form and the premium accompany the application).

How much can I withdraw from my annuity without penalty?

Your annuity may also have a limited, free withdrawal feature letting you withdraw, for example, 10% of your contract value annually without a surrender charge. There may be certain tax penalties for early surrenders. Be sure you understand any tax implications before surrendering an annuity contract.

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What is the penalty-free withdrawal from American Equity?

Our Annuity Contracts allow Penalty-free Withdrawals of up to 10% after the first Contract Anniversary. American Equity also has available certain Riders that increase liquidity in the event of confinement to a nursing home, or if diagnosed with a terminal illness. (Riders not available in all states.)

How do I avoid 10% penalty on annuity withdrawal?

To avoid an early withdrawal penalty tax from the IRS, wait until you turn 59 . After you turn 73, the IRS requires you to take a required minimum distribution each year. These vary based on the value of your annuity.

American equity partial withdrawal request 2025

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Did American equity get bought out?

What are the surrender charges for American Equity annuity?

What is the penalty for withdrawing from American funds?

How to withdraw money from American equity?

How much can I withdraw from my annuity without penalty?

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What is the penalty-free withdrawal from American Equity?

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