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A Fraternal Benefit Society 301 Oxford Valley Road Suite 1602B Yardley, Pennsylvania 190677721 2155632537 Website: www.rbo.org Annuity Cash Surrender Application Name of Member Certificate No. Lodge
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How to fill out annuity cash surrender application

01
Gather all the necessary information and documents needed to fill out the annuity cash surrender application, such as policy details, personal identification, and any supporting documentation.
02
Read through the application form carefully, paying attention to all the instructions and requirements.
03
Begin by providing your personal information, such as your name, address, social security number, and contact details.
04
Specify the annuity policy details, including the policy number, issuing company, and any other relevant information.
05
Indicate your desired surrender amount or the full surrender of the annuity.
06
If there are any beneficiaries listed on the policy, make sure to include their information as well.
07
Double-check all the information provided to ensure accuracy and completeness.
08
Sign and date the application form.
09
Submit the completed application form along with any required supporting documents to the designated recipient, typically the annuity provider or insurance company.
10
Keep a copy of the filled-out application and any related correspondence for your records.

Who needs annuity cash surrender application?

01
Individuals who hold an annuity policy and wish to surrender their annuity for cash.
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An annuity cash surrender application is a form that allows the owner of an annuity to request a lump sum payment in exchange for surrendering their annuity contract.
The owner of the annuity is required to file the annuity cash surrender application if they wish to surrender their annuity and receive a lump sum payment.
To fill out an annuity cash surrender application, the owner must provide personal information, details of the annuity contract, and specify the desired lump sum payment option.
The purpose of the annuity cash surrender application is to allow the owner of the annuity to access the funds invested in the annuity contract before the contract reaches maturity.
The annuity cash surrender application must include the owner's personal information, details of the annuity contract, and the desired lump sum payment option.
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