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REQUEST FOR SYSTEMATIC WITHDRAWALS Athene Annuity & Life Assurance Company 1. Policy/Contract Information Policy/Contract Number Name of Insured/Annuitant Name of Policy/Contract Owner Social Security

How to fill out request for systematic withdrawals

How to fill out request for systematic withdrawals:

1. Contact your financial institution: Start by reaching out to your financial institution, whether it's a bank, credit union, or investment firm, to inquire about their systematic withdrawal program. They will provide you with the necessary forms and instructions.
2. Gather required information: Before filling out the request, gather all the necessary information. This may include your account details, such as account number and type, your personal information, and any specific instructions regarding the systematic withdrawals.
3. Review the form: Carefully read through the provided form to understand the information required. Take note of any sections that need to be completed, such as contact information, withdrawal frequency, and amount.
4. Complete personal details: Begin by filling out the personal details section, which usually includes your name, address, social security number or identification number, and contact information. Make sure to provide accurate and up-to-date information.
5. Specify withdrawal instructions: Indicate the withdrawal frequency, such as monthly, quarterly, or annually, depending on your needs. Specify the starting date and whether you want a fixed withdrawal amount or a percentage of your account balance.
6. Specify destination account: If you want the funds to be transferred to a specific account, provide the necessary details, such as the bank name, account number, and routing number. Alternatively, you can request a check to be mailed to your preferred address.
7. Include any additional instructions: If there are any specific instructions or requirements, such as tax withholding or specific conditions for stopping the withdrawals, include them in the appropriate section or attach a separate document.
8. Review and sign: Double-check all the information you have provided for accuracy. Ensure that you have filled out all the required fields. Finally, sign and date the form as instructed.

Who needs a request for systematic withdrawals:

1. Retirees: Individuals who have retired and rely on their investments or retirement savings for income often use systematic withdrawals. This allows them to regularly receive funds from their investment accounts while maintaining a systematic approach to managing their finances.
2. Individuals needing consistent income: Those who need a consistent income stream, such as individuals on fixed budgets or those with specific financial obligations, may opt for systematic withdrawals. It helps them plan and budget their expenses more effectively.
3. Long-term investors: Some investors choose systematic withdrawals to slowly liquidate their investment portfolio over time while minimizing the impact of market volatility. This strategy allows them to maintain a steady cash flow without having to sell their investments in large chunks.

Remember, it is always advisable to consult with a financial advisor or professional to ensure that systematic withdrawals are suitable for your specific financial situation and goals.

For pdfFiller’s FAQs

What is request for systematic withdrawals?

A request for systematic withdrawals is a formal request made by an individual to withdraw a specific amount of money at regular intervals from their investment account.

Who is required to file request for systematic withdrawals?

Any individual who wishes to withdraw money at regular intervals from their investment account is required to file a request for systematic withdrawals.

How to fill out request for systematic withdrawals?

To fill out a request for systematic withdrawals, the individual must provide their account details, desired withdrawal amount, frequency of withdrawals, and any other relevant information requested by the financial institution.

What is the purpose of request for systematic withdrawals?

The purpose of a request for systematic withdrawals is to provide a structured method for individuals to access their investment funds on a regular basis.

What information must be reported on request for systematic withdrawals?

The information that must be reported on a request for systematic withdrawals includes account details, withdrawal amount, frequency of withdrawals, and any other relevant information specified by the financial institution.

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