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- Click ‘Get Form’ to open the mutual of omaha phone form in the editor.
- Begin by entering your Contract Number(s) at the top of the form. This is essential for identifying your annuity account.
- Fill in your Annuity Owner Information, including your Name, Phone Number, Address, Birth Date, City/ST/ZIP, and SSN/TIN. Ensure all fields marked with an asterisk are completed as they are required.
- Select your Withdrawal Information option: Partial, Full, or Systematic Withdrawals. If you choose Partial or Full, specify the amount and indicate where to mail the check.
- If opting for Systematic Withdrawals, select your payment frequency and provide necessary banking details if applicable.
- Indicate a reason for withdrawal if applicable and complete the Tax Withholding Notice section according to your preferences.
- Finally, sign and date the form at the bottom. If there’s a joint owner or other parties involved, ensure their signatures are included as well.
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