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2001 Market Street, Suite 1500 Philadelphia, PA 19103 (800) 351-7500 www.reliancestandard.com ANNUITY WITHDRAWAL REQUEST FORM Keystone Equity Indexed Annuity policyholders, please refer to specific

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How to fill out annuity withdrawal request form

How to fill out annuity withdrawal request form:

01

Begin by obtaining the annuity withdrawal request form from your annuity provider. This form may be available on their website or you may need to request it directly from their customer service department.

02

Provide your personal information at the top of the form, including your full name, address, phone number, and any other required contact information.

03

Indicate the specific annuity contract or policy number for which you are requesting the withdrawal. This information is typically found on your annuity statement or policy documents.

04

Specify the amount you wish to withdraw from your annuity. This could be a partial withdrawal or a complete surrender of the annuity.

05

If you are making a partial withdrawal, indicate whether you want the distribution to be a one-time payment or if you prefer to receive regular payments over a specific timeframe.

06

Determine the payment method you prefer, such as a direct deposit to your bank account or a check mailed to your address.

07

Provide any additional information or instructions as required by the form. This may include specifying the tax withholding percentage, designating a beneficiary for the withdrawal, or providing any other relevant details.

08

Read the terms and conditions section carefully before signing the form. By signing, you acknowledge that you understand the consequences of the withdrawal and agree to the terms outlined by the annuity provider.

09

Finally, submit the completed annuity withdrawal request form to your annuity provider as instructed. Retain a copy for your records.

Who needs annuity withdrawal request form?

Individuals who have an annuity and wish to make a withdrawal from their account need to complete an annuity withdrawal request form. This form is necessary to provide the annuity provider with the necessary information and instructions for processing the withdrawal. Whether you want to withdraw a specific amount of money for a specific purpose or surrender the annuity entirely, the annuity withdrawal request form ensures that your request is properly documented and executed.

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What is annuity withdrawal request form?

An annuity withdrawal request form is a document used to request a withdrawal from an annuity account.

Who is required to file annuity withdrawal request form?

Anyone who wants to make a withdrawal from their annuity account is required to file an annuity withdrawal request form.

How to fill out annuity withdrawal request form?

To fill out an annuity withdrawal request form, you will need to provide personal information, account details, and the amount you wish to withdraw.

What is the purpose of annuity withdrawal request form?

The purpose of an annuity withdrawal request form is to initiate a withdrawal from an annuity account.

What information must be reported on annuity withdrawal request form?

Information such as account holder's name, account number, withdrawal amount, reason for withdrawal, and signature must be reported on an annuity withdrawal request form.

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