Disbursement of funds form 2026

1. Click ‘Get Form’ to open the disbursement of funds form in the editor.
2. Begin by entering your policy number in the designated field. This is crucial for identifying your account.
3. Fill in your name as the owner, along with your date of birth and social security number to verify your identity.
4. Provide your complete address, including street, city, state, and zip code. Ensure accuracy for proper correspondence.
5. Select your preferred method for fund disbursement by checking one of the options: Loan, Partial Withdrawal, or Full Surrender.
6. Indicate the requested funds amount in dollars clearly in the specified field.
7. Sign and date the form at the bottom to authorize the request.
8. If applicable, provide any special mailing instructions or details for electronic funds transfer, including bank information.

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