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Settlement Option Request Form for Contract - Allianz Life 2026

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The document is a Settlement Option Request Form from Allianz Life Insurance Company of North America, used to request annuitization options for life insurance and annuity contracts. It includes sections for contract owner information, selection of payment frequency and settlement options, tax withholding elections, and certifications regarding taxpayer identification. The form outlines the implications of annuitizing contracts, including tax consequences and the forfeiture of death benefits. Additionally, it provides instructions for submitting the form and necessary legal documents.

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In Section A, provide your full name, Tax ID/SS#, and daytime phone number. If applicable, include the joint contract owner's information.
Move to Section B and select your preferred frequency for payments (monthly, quarterly, semi-annually, or annually) and choose one settlement option that best fits your needs.
In Section C, indicate how you want withdrawals to be processed. Choose between payable to the contract owner or a financial institution and provide necessary banking details.
Complete Section D by making your tax withholding election. If you wish to opt-out of federal income tax withholding, ensure you follow the instructions provided.
In Section E, certify your taxpayer identification number by agreeing to the statements listed.
Finally, sign and date in Section F. Ensure all required signatures are included before submitting the form.

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

How do I withdraw money from my Allianz life?

To submit your withdrawal request form, please ensure all sections are fully completed. You can submit the form via email at withdrawals@allianz.com or fax it to (123) 456-7890. Alternatively, you may mail the completed form to Allianz Life Insurance Company, 123 Main St, Anytown, USA 12345.

What is a settlement option on an annuity?

With the annuity settlement option, you have complete control over the specific annuity terms. You can select an annuity that makes payments to your beneficiaries for the rest of their lives or for a specific time period following your death.

What is the most common settlement option?

Settlement Option Lump-Sum Payment: The most common option, where the entire death benefit is paid out in one full payment to the beneficiary. Life Income (Annuity): Converts the death benefit into a stream of payments made to the beneficiary for the remainder of their life.

How do I claim money from Allianz?

File a claim Document. Step 1: Get started. Begin the process by filling out a few questions about the annuity contract owner or life insurance policy owner or by calling one of our representatives. Email. Step 2: Return claim form packet to Allianz. Success. Step 3: Processing.

What is a settlement option?

Life insurance settlement options include lump-sum payment, interest income, interest accumulation, fixed period, and lifetime income, providing beneficiaries with flexibility in receiving funds and ensuring regular income.

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