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2721 North Central Avenue, Phoenix, Arizona 850041172 (866) 6419999ANNUITY WITHDRAWAL/SURRENDER FORM Please read all instructions carefully and complete all applicable sections of this form. A photocopy
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How to fill out annuity withdrawalsurrender form

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How to fill out annuity withdrawalsurrender form

01
Step 1: Obtain the annuity withdrawalsurrender form from the insurance company or financial institution that issued the annuity contract.
02
Step 2: Fill out the personal information section of the form, including your name, address, and contact details.
03
Step 3: Provide details about your annuity contract, such as the contract number, policyholder's name, and the date the contract was issued.
04
Step 4: Specify the withdrawal or surrender option you want to exercise, whether it is a partial withdrawal or a full surrender of the annuity.
05
Step 5: Indicate the amount you wish to withdraw or surrender from the annuity. If it is a partial withdrawal, specify the exact amount. If it is a full surrender, indicate that you want to cash out the entire annuity value.
06
Step 6: Sign and date the form. Make sure to review the information provided before signing to ensure accuracy.
07
Step 7: Submit the completed form to the insurance company or financial institution. You may need to attach additional documents, such as a copy of your identification or the annuity contract itself.
08
Step 8: Follow up with the insurance company or financial institution to track the status of your withdrawal or surrender request. They will provide further instructions on how to receive the funds.

Who needs annuity withdrawalsurrender form?

01
Anyone who holds an annuity contract and wishes to make a withdrawal or surrender the annuity may need the annuity withdrawalsurrender form.
02
This form is typically required by insurance companies and financial institutions to process the withdrawal or surrender request.
03
Individuals who are facing a financial emergency, need immediate access to funds, or no longer wish to keep the annuity may need to fill out this form.
04
It is advisable to consult with a financial advisor or tax professional before making any decisions regarding annuity withdrawals or surrenders.
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An annuity withdrawal/surrender form is a document that an annuity holder uses to request the withdrawal or surrender of funds from their annuity contract.
The annuity holder, or the person authorized by the annuity holder, is required to file the annuity withdrawal/surrender form to access their funds.
To fill out the annuity withdrawal/surrender form, the annuity holder must provide personal information, details of the annuity contract, specify the amount to be withdrawn, and sign the form.
The purpose of the annuity withdrawal/surrender form is to formally request the release of funds from an annuity contract, allowing the issuer to process the withdrawal.
The information that must be reported includes the annuity holder's details, contract number, the amount to be withdrawn, and the reason for the withdrawal (if required).
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