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REQUEST FOR DEFERRED ANNUITY WITHDRAWAL/SURRENDER NonQualified and IRA/SEP Contracts ONLY)Aurora National Life Assurance Company PO Box 4336, Clinton, IA 527334336 (800) 2652652INSTRUCTIONS: Please

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How to fill out request for deferred annuity

01

Obtain the necessary request form for a deferred annuity from your insurance or financial institution.

02

Fill in your personal information, including your name, address, and contact details.

03

Provide details about your current annuity account, such as the account number and the name of the annuity provider.

04

Specify the date you would like the deferral to begin and the length of the deferral period.

05

Sign and date the request form, and submit it to your insurance or financial institution for processing.

Who needs request for deferred annuity?

01

Individuals who have an existing annuity and wish to postpone receiving payments for a period of time.

02

Those who are looking to enhance their retirement income by deferring annuity payments until a later date.

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What is request for deferred annuity?

A request for deferred annuity is a formal application submitted by individuals to initiate a deferred annuity contract, which allows them to defer income payments until a later date, often during retirement.

Who is required to file request for deferred annuity?

Individuals who wish to receive deferred annuity benefits, typically retirees or those nearing retirement age, are required to file a request for deferred annuity.

How to fill out request for deferred annuity?

To fill out a request for deferred annuity, one must provide personal information, select the type of annuity, specify the desired payment schedule, and provide any required financial details or documentation as specified by the issuing institution.

What is the purpose of request for deferred annuity?

The purpose of the request for deferred annuity is to secure a reliable income stream in the future by committing funds to an annuity contract that will begin paying out benefits at a predetermined time.

What information must be reported on request for deferred annuity?

Information that must be reported includes the applicant's personal identification details, financial status, annuity preferences, beneficiary information, and any relevant tax documentation.

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