ANNUITY PARTIAL SURRENDER REQUEST 2025

1. Click ‘Get Form’ to open the ANNUITY PARTIAL SURRENDER REQUEST in our editor.
2. Begin by entering your POLICY NUMBER, INSURED NAME, and OWNER NAME if different from the insured. This information is crucial for identifying your account.
3. Select either the 'Amount Requested' or 'Penalty Free Withdrawal' option. If you choose an amount, specify the dollar amount requested.
4. Indicate whether you want a Net or Gross Withdrawal. Remember, a Net Withdrawal is what you receive after deductions, while a Gross Withdrawal is the total deducted from your annuity.
5. Complete the Federal Income Tax Withholding Election by checking one of the boxes regarding tax withholding preferences. If applicable, insert a rate greater than 10%.
6. If necessary, provide an alternate mailing address for your check and include your Owner’s Date of Birth and Daytime Phone Number.
7. Choose your preferred delivery method for receiving the surrender check. Options include USPS 1st Class Mail (free) or expedited services with associated costs.
8. Finally, ensure all required signatures are completed at the bottom of the form before submitting it for processing.

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