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Western National Life Insurance Company Annuity Withdrawal Request P.O. Box 871 Amarillo, TX 791050871 Telephone: 800.424.4990 Reset Form Policy/Certificate # Date Annuitant/Participant Owners Daytime
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How to fill out wnl162fi annuity withdrawal request?

01
Obtain the wnl162fi annuity withdrawal request form from your annuity provider or download it from their website.
02
Fill out the personal details section, including your full name, address, date of birth, and contact information.
03
Provide your annuity policy number and the specific details of the annuity contract you hold.
04
Indicate the amount you wish to withdraw from your annuity and specify if you want a lump sum or periodic payments.
05
If you are opting for periodic payments, indicate the desired frequency (monthly, quarterly, etc.) and the duration for which you want the payments to continue.
06
Provide details of your bank account where you want the withdrawal payments to be deposited. This includes the bank name, account number, and routing number.
07
If applicable, specify any tax withholding instructions or requests for special tax treatment.
08
Sign and date the form, certifying that all the information provided is accurate to the best of your knowledge.
09
Make a copy of the completed wnl162fi annuity withdrawal request form for your records.
10
Submit the form to your annuity provider through the designated method, such as mailing it to the provided address or submitting it electronically online.

Who needs wnl162fi annuity withdrawal request?

01
Individuals who have an annuity contract with a financial institution or insurance company.
02
Those who want to withdraw funds from their annuity account.
03
People who wish to receive the funds from their annuity in either a lump sum or periodic payments.
04
Individuals who want to provide instructions regarding tax withholding or request special tax treatment for their annuity withdrawal.
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The wnl162fi annuity withdrawal request is a form used to request withdrawal of funds from an annuity account.
The annuity account holder is required to file the wnl162fi annuity withdrawal request.
The wnl162fi annuity withdrawal request form should be filled out with accurate information regarding the withdrawal amount, account details, and signature of the account holder.
The purpose of the wnl162fi annuity withdrawal request is to facilitate the withdrawal of funds from an annuity account.
The wnl162fi annuity withdrawal request must include details such as account holder information, withdrawal amount, account number, and signature.
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