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MESOAMERICAN LIFE INSURANCE SOCIETY 7080 London Way Suite 200, Dublin, CA 94568 www.lusoamerican.org 877.525.LUSH ANNUITY WITHDRAWAL CLAIM FORM Annuitants Name : Annuitants Social Security #: Annuity
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How to fill out annuity withdrawal claim form

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How to fill out an annuity withdrawal claim form:

01
Obtain the necessary documents: Before you start filling out the annuity withdrawal claim form, gather all the required documents. These may include your annuity contract, identification documents, and any supporting documents related to your claim.
02
Fill in personal details: Begin by entering your personal information accurately. This typically includes your full name, contact information, date of birth, and social security number.
03
Provide annuity contract details: Next, you will need to input the details of your annuity contract. This may include the policy number, the name of the insurance company or financial institution that issued the annuity, and the date the contract was established.
04
Specify the withdrawal amount: Indicate the specific amount you wish to withdraw from your annuity. Ensure that you comply with any minimum withdrawal requirements specified in your contract.
05
Select the withdrawal method: Choose the type of withdrawal option you prefer, such as a lump sum payment or periodic payments over a specific period. Make sure to indicate the frequency and duration of the payments if applicable.
06
Provide bank account information: If you opt for electronic funds transfer, provide your bank account details, including the account number and routing number. This ensures a seamless transfer of funds to your account.
07
Sign and date the form: Review the completed form thoroughly and make sure all the information is accurate and complete. Sign and date the form accordingly.
08
Submit the form: Once you have completed the annuity withdrawal claim form, submit it according to the instructions provided. This usually involves mailing the form to the designated address or submitting it online through the insurance company's website.

Who needs an annuity withdrawal claim form?

01
Individuals seeking to access funds: The annuity withdrawal claim form is required by individuals who want to access funds from their annuity contracts. This could be due to various reasons, such as retirement, financial hardship, or the need for immediate cash.
02
Annuity contract holders: Only individuals who hold an annuity contract can request a withdrawal and, consequently, need to complete the annuity withdrawal claim form. These contracts are typically obtained from insurance companies or financial institutions and serve as a long-term savings or investment vehicle.
03
Policyholders looking to change their investment strategy: In some cases, individuals may also need the annuity withdrawal claim form to change their investment strategy within the annuity contract. This could involve adjusting the asset allocation or choosing different investment options.
Overall, the annuity withdrawal claim form is essential for individuals who hold annuity contracts and wish to access their funds or make changes to their investment strategy. It is important to carefully fill out the form with accurate information to facilitate a smooth and timely processing of the withdrawal request.
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An annuity withdrawal claim form is a document used to request a withdrawal of funds from an annuity account.
The annuity account holder or their authorized representative is required to file the annuity withdrawal claim form.
The annuity withdrawal claim form should be filled out with accurate account information, withdrawal amount, and signature of the account holder or representative.
The purpose of the annuity withdrawal claim form is to request a withdrawal of funds from the annuity account.
The annuity withdrawal claim form must include account details, withdrawal amount, reason for withdrawal, and signature.
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2015 luso Annuitant Donlon Annuitants AWC LALIS foregoing Conservator ANNUITY IRS aforementioned withdrawals certify NOTARIZED Notary penalties org Dublin imposed duly PROCEEDS affidavit

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