Annuity Distribution Request - Trinity Life Insurance Company 2026

1. Click ‘Get Form’ to open the Annuity Distribution Request in the editor.
2. Begin by entering the Name of Annuitant and Contract Number at the top of the form. Ensure accuracy as this information is crucial for processing your request.
3. For a Partial Withdrawal, select the appropriate box indicating whether you wish to withdraw a free amount, a specific dollar amount, or start periodic payments. Fill in any required fields such as amounts and payment modes.
4. If surrendering your contract, check the corresponding box and indicate if the contract is enclosed or lost. Be aware of potential early surrender charges.
5. Complete the Minimum Distribution section if applicable, providing details about your beneficiary and automatic distribution preferences.
6. In the Annuitization section, choose your preferred option and fill in any necessary details regarding life contingencies and payment modes.
7. Finally, ensure that all signatures are notarized as required before submitting your completed form.

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