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ANNUITY WITHDRAWAL/ SURRENDERGuarantee Trust Life Insurance Co. POLICY SERVICE FORM ANNUITY WITHDRAWAL/SURRENDER PLEASE PRINT Date: ___ Insured: ___Policy No.: ___Date of Birth: ___Social Security
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How to fill out annuity withdrawal or surrender

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How to fill out annuity withdrawal or surrender

01
Contact your annuity provider to request a withdrawal or surrender form.
02
Fill out the form completely and accurately, providing all necessary information such as your account details and the amount you wish to withdraw.
03
Submit the completed form to your annuity provider either online, by mail, or in person.
04
Wait for the processing of your request, which may take a few business days depending on the provider.

Who needs annuity withdrawal or surrender?

01
Individuals who are looking to access funds from their annuity contract before its maturity date.
02
People who are in need of cash due to unexpected financial emergencies or other pressing needs.
03
Those who want to transfer their annuity account to a different company or investment vehicle.
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An annuity withdrawal or surrender is the process of taking money out of an annuity before the agreed upon payout period.
The annuity holder is required to file for annuity withdrawal or surrender.
To fill out an annuity withdrawal or surrender, you will need to contact your annuity provider and submit the necessary paperwork.
The purpose of annuity withdrawal or surrender is to access the funds in your annuity for various reasons such as financial emergencies or changing investment priorities.
The information that must be reported on annuity withdrawal or surrender includes your personal details, account information, withdrawal amount, and reason for the withdrawal.
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