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How to fill out variable annuity surrender request

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How to fill out variable annuity surrender request

01
To fill out a variable annuity surrender request, follow these steps:
02
Obtain the surrender request form from your annuity provider.
03
Read the instructions and terms carefully before filling out the form.
04
Provide your personal information, such as name, address, and contact details.
05
Indicate the policy or contract number of the variable annuity.
06
State the reason for surrendering the annuity, whether it's due to financial need or other factors.
07
Specify the surrender amount or percentage of the annuity you wish to withdraw.
08
If applicable, provide details for any special instructions, such as a specific bank account for the funds to be deposited into.
09
Date and sign the surrender request form.
10
Submit the completed form to your annuity provider, either by mail, fax, or through their online portal.
11
Keep a copy of the completed form for your records.

Who needs variable annuity surrender request?

01
Variable annuity surrender requests are needed by individuals who:
02
- Have a variable annuity policy or contract.
03
- Want to surrender or withdraw funds from their variable annuity.
04
- Require access to the invested funds for various reasons, such as financial emergencies or investment diversification.
05
- Have reached the surrender period specified in the annuity contract, allowing them to withdraw funds without penalty.
06
- Need to close their variable annuity account entirely.
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A variable annuity surrender request is a formal request made by the policyholder to withdraw funds from a variable annuity contract before the surrender period has ended.
The policyholder who wishes to surrender their variable annuity contract is required to file the surrender request.
To fill out a variable annuity surrender request, the policyholder must contact their insurance company or financial advisor and follow their specific instructions.
The purpose of a variable annuity surrender request is to request the withdrawal of funds from a variable annuity contract.
The variable annuity surrender request must include the policyholder's name, contract number, amount to be surrendered, and any other requested information by the insurance company.
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