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This document is a request form for disbursement or systematic withdrawal from non-qualified annuities managed by Fidelity & Guaranty Life Insurance Company of New York. It includes options for partial

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How to fill out non-qualified annuities - request

How to fill out Non-Qualified Annuities - Request for Disbursement/Systematic Withdrawal Form

01

Gather your Non-Qualified Annuity contract number and personal identification.

02

Obtain the Request for Disbursement/Systematic Withdrawal Form from your annuity provider's website or customer service.

03

Fill in your personal information including name, address, and contact details on the form.

04

Enter your annuity contract number accurately in the designated section.

05

Specify the type of disbursement you are requesting (lump sum or systematic withdrawal).

06

Indicate the amount you wish to withdraw and the frequency of withdrawals if applicable.

07

Review any tax withholding options and select your preference.

08

Sign and date the form to authenticate your request.

09

Submit the completed form according to your provider's instructions, which may include mailing, faxing, or submitting online.

Who needs Non-Qualified Annuities - Request for Disbursement/Systematic Withdrawal Form?

01

Individuals who have purchased Non-Qualified Annuities and wish to access their funds.

02

Policyholders looking for systematic withdrawals from their annuity investment.

03

People needing to withdraw funds for specific expenses or financial planning.

04

Investors who have reached a retirement age and want to start taking distributions from their annuity.

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What is Non-Qualified Annuities - Request for Disbursement/Systematic Withdrawal Form?

The Non-Qualified Annuities - Request for Disbursement/Systematic Withdrawal Form is a document used by individuals to request withdrawals from their non-qualified annuity accounts. This form is necessary for initiating systematic withdrawals or one-time disbursements from these investment accounts.

Who is required to file Non-Qualified Annuities - Request for Disbursement/Systematic Withdrawal Form?

The form must be filed by any account holder who wishes to withdraw funds from their non-qualified annuities, including both individual and joint account holders, as well as beneficiaries of deceased annuity holders.

How to fill out Non-Qualified Annuities - Request for Disbursement/Systematic Withdrawal Form?

To fill out the form, the account holder should provide personal information such as their name, account number, contact details, and the specifics of the withdrawal request, including the amount and frequency of withdrawals. It may also require the signature of the account holder, and possibly a witness or notary.

What is the purpose of Non-Qualified Annuities - Request for Disbursement/Systematic Withdrawal Form?

The purpose of the form is to formalize the request process for withdrawing funds from a non-qualified annuity, ensuring that the request is documented, and all necessary information is provided to process the withdrawal efficiently and in compliance with financial regulations.

What information must be reported on Non-Qualified Annuities - Request for Disbursement/Systematic Withdrawal Form?

The form typically requires information such as the account holder's name, social security number or tax identification number, account number, requested withdrawal amount, withdrawal frequency, and any special instructions regarding the withdrawal. Additionally, signatures and possibly dates of submission are also needed.

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