ANNUITY PARTIAL SURRENDER REQUEST 2026

1. Click ‘Get Form’ to open the ANNUITY PARTIAL SURRENDER REQUEST in our editor.
2. Begin by entering your POLICY NUMBER, followed by the names of the INSURED and OWNER if different from the insured.
3. Select either 'Amount Requested' or 'Penalty Free Withdrawal' by checking the appropriate box. If you choose an amount, specify it in the provided space.
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 before any charges.
5. Complete the FEDERAL INCOME TAX WITHHOLDING ELECTION section by selecting your preference for tax withholding on your distribution check.
6. If necessary, provide an alternate mailing address for your check and fill in your Owner’s Date of Birth and Daytime Phone Number.
7. Choose your preferred delivery method for receiving the surrender check. If no option is selected, it will be mailed via USPS 1st Class Mail at no cost.
8. Finally, ensure all required signatures are completed and dated as per instructions before submitting your form.

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