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Partial Withdrawal / Full Surrender Request Athene Annuity & Life Assurance Company of New York 1. Contract Information Contract Number Name of Annuitant Name of Owner (if different from Annuitant)

How to fill out partial withdrawal full surrender

To fill out a partial withdrawal full surrender, follow these steps:

1. Gather the necessary documents: You will need your policy information, identification documents, and any other required forms or paperwork.
2. Contact your insurance provider: Reach out to your insurance company or agent to inform them about your decision to make a partial withdrawal full surrender. They will guide you through the process and provide you with the necessary forms.
3. Complete the forms: Fill out the forms provided by your insurance provider accurately and thoroughly. Ensure that you include all the required information such as policyholder details, policy number, and the amount you wish to withdraw.
4. Review the terms and conditions: Take the time to carefully read and understand the terms and conditions associated with the partial withdrawal full surrender. Make sure you are aware of any potential fees, penalties, or consequences before proceeding.
5. Submit the forms: Once you have filled out the forms, double-check them for any errors or discrepancies. Then, submit the completed forms to your insurance provider. It is recommended to retain copies of all documents for your records.
6. Wait for processing: After submitting the forms, the insurance provider will process your request. The timeline for processing may vary depending on the company and the specific policy terms. Be patient and allow them the necessary time to review and approve your request.

Who needs partial withdrawal full surrender?

Partial withdrawal full surrender is typically for individuals who require access to a portion of the funds invested in their insurance policy. This option may be suitable for policyholders who are facing financial challenges, unexpected expenses, or require a lump sum of money for a specific purpose. Before making a decision, it is advisable to consult with a financial advisor or contact your insurance provider to understand the potential impacts and implications of the partial withdrawal full surrender.

For pdfFiller’s FAQs

What is partial withdrawal full surrender?

Partial withdrawal full surrender is the process of withdrawing a portion or the entirety of funds from an investment or insurance policy before the maturity date.

Who is required to file partial withdrawal full surrender?

The policyholder or investor is required to file for partial withdrawal full surrender.

How to fill out partial withdrawal full surrender?

To fill out partial withdrawal full surrender, the policyholder must complete the necessary forms provided by the investment or insurance company.

What is the purpose of partial withdrawal full surrender?

The purpose of partial withdrawal full surrender is to access funds from an investment or insurance policy for various financial needs.

What information must be reported on partial withdrawal full surrender?

The information required to be reported on partial withdrawal full surrender includes the policyholder's personal details, policy number, withdrawal amount, and reason for withdrawal.

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