Annuity Contract - Prudential Financial 2026

1. Click ‘Get Form’ to open the Annuity Contract in the editor.
2. Begin with Section 1, 'Owner Information.' Fill in your Annuity Number, Owner Name, and contact details. Ensure all information is typed or printed clearly.
3. In Section 2, select the type of withdrawal you wish to make: Full Surrender or Partial Surrender. Specify the amount you wish to withdraw and choose between Gross or Net amounts.
4. Proceed to Section 3 to specify your designated investment options for the withdrawal. Ensure that the percentages total 100%.
5. Complete Section 4 if applicable, certifying any disability status that may affect tax penalties on withdrawals.
6. In Section 5, indicate your income tax withholding preferences. If left blank, no taxes will be withheld by default.
7. Fill out Section 6 with payment instructions for direct deposit or check mailing. Attach a voided check if necessary.
8. Finally, sign and date in Section 7 to confirm your request and ensure all required signatures are included.

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