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Clear Form North American Company for Life and Health InsuranceSYSTEMATIC WITHDRAWAL REQUEST Annuity Number: ___Owner:___I wish to receive income via Systematic Withdrawals from the above named annuity

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How to fill out annuity withdrawal surrender request

01

Contact your annuity provider to request a surrender form.

02

Fill out the surrender form completely and accurately, providing all required information such as your name, annuity contract number, and requested withdrawal amount.

03

Sign and date the form, as well as any necessary tax withholding forms.

04

Submit the completed form to your annuity provider either online, by mail, or in person.

05

Keep a copy of the completed form for your records.

Who needs annuity withdrawal surrender request?

01

Individuals who hold an annuity and wish to withdraw funds from their account before the maturity date.

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What is annuity withdrawal surrender request?

An annuity withdrawal surrender request is a formal request made by the annuity holder to withdraw funds from the annuity contract before the maturity date.

Who is required to file annuity withdrawal surrender request?

The annuity holder is required to file an annuity withdrawal surrender request.

How to fill out annuity withdrawal surrender request?

To fill out an annuity withdrawal surrender request, the annuity holder must provide personal information, policy details, and the amount to be withdrawn.

What is the purpose of annuity withdrawal surrender request?

The purpose of an annuity withdrawal surrender request is to access funds from the annuity before the maturity date.

What information must be reported on annuity withdrawal surrender request?

The annuity withdrawal surrender request must include the annuity holder's name, policy number, requested withdrawal amount, and signature.

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