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1440 Kaplan Boulevard, Suite 1700 Honolulu, HI 96814 (800) 3675354 clientrelations@pacificguardian.comAnnuity Systematic Withdrawal Form Before completing this form, please know: Pacific Guardian

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How to fill out systematic withdrawal request

01

Obtain the necessary withdrawal request form from your financial institution or investment company.

02

Fill out the personal information section including your name, address, account number, and any other required identifying information.

03

Specify the amount you wish to withdraw for each scheduled payment, as well as the frequency of the withdrawals (monthly, quarterly, annually, etc.).

04

Indicate the starting date for the systematic withdrawals to begin.

05

Review the form for accuracy and completeness before submitting it to your financial institution.

06

Keep a copy of the completed form for your records.

Who needs systematic withdrawal request?

01

Individuals who are looking to receive regular income payments from their investment accounts

02

Retirees who want to supplement their retirement income with periodic withdrawals from their investment accounts

03

Investors who want to establish a predictable stream of income while maintaining their investment portfolio

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What is systematic withdrawal request?

Systematic withdrawal request is a method of withdrawing a fixed amount of money from an investment account at regular intervals.

Who is required to file systematic withdrawal request?

Investors who wish to regularly withdraw funds from their investment account are required to file systematic withdrawal request.

How to fill out systematic withdrawal request?

To fill out a systematic withdrawal request, investors must provide their account information, desired withdrawal amount, frequency of withdrawals, and any other necessary details.

What is the purpose of systematic withdrawal request?

The purpose of systematic withdrawal request is to provide investors with a consistent income stream while still allowing their investments to grow.

What information must be reported on systematic withdrawal request?

Information such as account number, withdrawal amount, frequency of withdrawals, and any special instructions must be reported on a systematic withdrawal request.

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