Settlement Option Request Form for Contract - Allianz Life 2026

1. Click 'Get Form' to open it in the editor.
2. In Section A, provide your full name, Tax ID/SS#, and daytime phone number. If applicable, include the joint contract owner's information.
3. 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.
4. 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.
5. 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.
6. In Section E, certify your taxpayer identification number by agreeing to the statements listed.
7. Finally, sign and date in Section F. Ensure all required signatures are included before submitting the form.

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