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Annuity Withdrawal Request (This form not to be used for 403(b) or 457 Annuities) A. Owner Information Owner/Plan/Trust Name: Policy/Certificate Number: Owner s Social Security / Tax I.D. Number:

How to fill out annuity withdrawal request

How to fill out an annuity withdrawal request:

1. Obtain the annuity withdrawal request form from your insurance company or financial institution. This form is typically available online or can be requested over the phone.
2. Fill in your personal information accurately and completely. This may include your name, address, date of birth, and social security number. Ensure that the information matches the details on your annuity contract.
3. Indicate the amount you wish to withdraw from your annuity. Specify whether it's a partial withdrawal or a full surrender of the account.
4. If you're making a partial withdrawal, specify the specific dollar amount or percentage of the account balance you'd like to withdraw. If it's a full surrender, indicate that you want to close the account entirely.
5. Provide details about the tax implications you need to consider for the withdrawal. This may involve specifying whether it's a qualified or non-qualified annuity, as well as your tax filing status.
6. If you have any specific instructions or preferences for how the funds should be disbursed, such as direct deposit or a physical check, communicate this clearly on the form.
7. Review the completed form for accuracy and sign it. Some forms may require additional signatures, such as a spousal consent if you are married.
8. Take a copy of the completed form for your records before submitting it to your insurance company or financial institution.
9. Follow any additional instructions provided by the company, such as submitting any required documentation or contacting customer service for further assistance.

Who needs an annuity withdrawal request?

1. Individuals who hold annuity contracts and wish to withdraw funds from their accounts.
2. People who require funds for various purposes, such as retirement income, unexpected expenses, or financial emergencies.
3. Anyone who wants to access the money they have invested in their annuity before reaching the specified maturity date.

For pdfFiller’s FAQs

What is annuity withdrawal request?

An annuity withdrawal request is a formal document submitted by an individual to request the withdrawal of funds from an annuity account.

Who is required to file annuity withdrawal request?

Anyone who owns an annuity account and wishes to withdraw funds from it is required to file an annuity withdrawal request.

How to fill out annuity withdrawal request?

To fill out an annuity withdrawal request, you need to provide your personal information, annuity account details, desired withdrawal amount, and any other required information as per the instructions provided by your annuity provider.

What is the purpose of annuity withdrawal request?

The purpose of an annuity withdrawal request is to initiate the process of withdrawing funds from an annuity account for personal use or financial needs.

What information must be reported on annuity withdrawal request?

The information that must be reported on an annuity withdrawal request typically includes personal details, such as name, address, social security number, annuity account number, desired withdrawal amount, and any applicable tax withholding preferences.

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