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CLARITY 2+2 VA POINT OF SALE CHECKLIST FOR SOUTH DAKOTA Service Center: 1.800.423.9398 Sales Desk: 1.888.262.8131 A1027 Application M24 VA Fund Allocation Form M20 Agent Information Sheet N1000 RBC

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What is annuity automatic withdrawal form?

An annuity automatic withdrawal form is a document that authorizes the automatic withdrawal of funds from an annuity account.

Who is required to file annuity automatic withdrawal form?

Anyone who wants to set up a system for automatic withdrawals from their annuity account is required to file an annuity automatic withdrawal form.

How to fill out annuity automatic withdrawal form?

To fill out an annuity automatic withdrawal form, you need to provide personal information such as name, address, and account details. You also need to specify the withdrawal amount and frequency.

What is the purpose of annuity automatic withdrawal form?

The purpose of an annuity automatic withdrawal form is to facilitate regular and automated withdrawals from an annuity account, providing a predictable income stream.

What information must be reported on annuity automatic withdrawal form?

The annuity automatic withdrawal form typically requires information such as account holder's name, account number, withdrawal frequency, withdrawal amount, and banking details for the funds transfer.

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