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Print Forrest Formalizable Annuity Surrender Request not for use with 403(b) plans Use this form if you want to: request a full surrender of your Variable Annuity, or request a partial surrender of

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How to fill out variable annuity surrender request

01

Gather all necessary information and documentation related to the variable annuity surrender request.

02

Contact the insurance company or financial institution that issued the variable annuity to obtain the required surrender request form.

03

Carefully read and understand the instructions provided by the insurance company or financial institution on how to complete the surrender request form.

04

Provide accurate personal details, such as your name, address, and contact information, on the surrender request form.

05

Include the policy or contract number of the variable annuity in the designated field on the surrender request form.

06

Specify the surrender date or effective date for the annuity surrender.

07

Indicate the reason for the surrender request, whether it's for a full surrender or a partial surrender.

08

If applicable, specify the amount or percentage of the annuity you wish to surrender.

09

Review the completed surrender request form for accuracy and make any necessary revisions.

10

Sign and date the surrender request form.

11

Submit the completed surrender request form to the insurance company or financial institution through an approved method, such as mail, fax, or online submission.

12

Keep a copy of the submitted surrender request form for your records.

Who needs variable annuity surrender request?

01

Individuals who hold a variable annuity policy and desire to surrender or terminate their annuity contract.

02

Policyholders who no longer wish to maintain their variable annuity investment.

03

Investors who may have found more suitable investment options or financial products.

04

Those who need access to their annuity funds or require liquidity.

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What is variable annuity surrender request?

A variable annuity surrender request is a formal request made by the policyholder to terminate or surrender their variable annuity contract.

Who is required to file variable annuity surrender request?

The policyholder or contract owner is required to file a variable annuity surrender request.

How to fill out variable annuity surrender request?

The policyholder must contact their insurance company or financial advisor to obtain the necessary forms and instructions on how to fill out the variable annuity surrender request.

What is the purpose of variable annuity surrender request?

The purpose of a variable annuity surrender request is to request the termination of the contract and receive the accumulated value of the annuity.

What information must be reported on variable annuity surrender request?

The variable annuity surrender request typically requires the policyholder to provide their policy number, personal information, and instructions on how to receive the surrender value.

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