ANNUITY PARTIAL SURRENDER REQUEST: Fill out & sign online

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to quickly redact ANNUITY PARTIAL SURRENDER REQUEST online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Dochub is a perfect editor for changing your documents online. Adhere to this straightforward instruction to redact ANNUITY PARTIAL SURRENDER REQUEST in PDF format online at no cost:

Register and log in. Register for a free account, set a strong password, and proceed with email verification to start managing your forms.
Add a document. Click on New Document and select the form importing option: upload ANNUITY PARTIAL SURRENDER REQUEST from your device, the cloud, or a protected link.
Make changes to the sample. Use the upper and left panel tools to edit ANNUITY PARTIAL SURRENDER REQUEST. Add and customize text, pictures, and fillable areas, whiteout unneeded details, highlight the significant ones, and provide comments on your updates.
Get your documentation accomplished. Send the sample to other individuals via email, create a link for quicker document sharing, export the sample to the cloud, or save it on your device in the current version or with Audit Trail included.

Discover all the advantages of our editor today!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

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

Contact us

What is the penalty for Cancelling an annuity?

The insurer issuing the annuity charges surrenders fees if funds are withdrawn during the annuity's accumulation phase. The IRS charges a 10% early withdrawal penalty if the annuity-holder is under the age of 59½.

What is a surrender charge percentage?

Surrender charges can apply for time periods as little as 30 days or as much as 15 years on some annuity and insurance products. For annuities and life insurance, the surrender fee often starts at 10% if you cash in your investment in year one.

Can you change your mind on an annuity?

There Are Two Ways To Receive A Retirement Income For Life This payment method is irrevocable, so you cannot change your mind and get your money back. You purchase a deferred annuity with a lifetime income rider with lifetime withdrawals, typically at an additional cost.

How much is a surrender charge on an annuity?

Surrender fees vary among insurance companies that offer annuity and insurance contracts. A typical annuity surrender fee could be 10% of the funds contributed to the contract within the first year it is effective. For each successive year of the contract, the surrender fee might drop by 1%.

How do you calculate surrender charges?

The surrender charge is 7 percent of your withdrawal amount during the first year and decreases by one percentage point each year after. Your contract states that you may withdraw up to 10 percent of the annuity's current value without paying a surrender charge.

Related forms

be ready to get more