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P.O. Box 1980 Carmel, IN 460821980Conseco Life Insurance Company of TexasANNUITY FULL SURRENDER REQUESTCONTRACT NUMBER STREET ADDRESS CITY STATE ZIP CODE DAYTIME PHONE #Owner Is this Address for this
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How to fill out annuity full surrender request
How to fill out annuity full surrender request
01
To fill out an annuity full surrender request, follow these steps:
02
Obtain the annuity full surrender request form from the annuity provider. This form may be available on their website or by contacting their customer service.
03
Fill out the personal information section of the form, including your name, address, and contact information.
04
Provide the details of your annuity policy, such as the policy number, start date, and current balance.
05
Indicate the reason for the full surrender request. This could be due to retirement, financial need, or any other applicable reason.
06
Fill out the applicable tax information, including your Social Security Number or Tax Identification Number.
07
Review the form for accuracy and completeness.
08
Sign and date the form.
09
Submit the completed form to the annuity provider as instructed. This may involve mailing the form or submitting it online.
10
Keep a copy of the completed form for your records.
11
Follow up with the annuity provider to ensure that your surrender request is processed.
Who needs annuity full surrender request?
01
An annuity full surrender request is needed by individuals who want to completely withdraw their funds from an annuity policy.
02
This request is typically made when the annuity holder no longer wishes to maintain the annuity contract or when they require the full value of their investment.
03
People who are retiring, facing financial hardships, or seeking to invest their funds elsewhere may need to submit an annuity full surrender request.
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