Annuity Withdrawal Surrender Request Form
This file contains the instructions and information necessary for filling out the Annuity Withdrawal/Surrender Request form. It is designed for policyholders of American General Life Insurance Company and The United States Life Insurance Company. Be sure to provide all required information for a smooth withdrawal process.
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How do I fill this out?
To fill out this form, start by entering the existing policy information. Next, provide your personal details and specify the amount you wish to withdraw. Finally, review your entries and submit the form as directed.
How to fill out the Annuity Withdrawal Surrender Request Form?
1
Gather your existing policy information.
2
Fill in your personal details accurately.
3
Indicate the amount you wish to withdraw.
4
Review all entered information.
5
Submit the completed form according to the instructions.
Who needs the Annuity Withdrawal Surrender Request Form?
1
Policyholders looking to withdraw funds from their annuity.
2
Individuals needing to change beneficiary information for their annuity.
3
Clients wishing to surrender their annuity policy.
4
Those seeking to apply for a cash surrender value.
5
People needing to update their personal or contact information.
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What are the instructions for submitting this form?
To submit this form, you can send it via mail to PO Box 818005, Cleveland, OH 44181, or fax it to 855-601-1834. Additionally, for variable life insurance, you can send the form to PO Box 818016, Cleveland, OH 44181, faxing it to 844-430-2639. Ensure that your contact details are accurate to receive any follow-up information from your insurance provider.
What are the important dates for this form in 2024 and 2025?
Important dates for this form include submission deadlines for withdrawal requests, typically at the end of each fiscal quarter. Review your policy for specific deadlines that may apply in 2024 and 2025 to ensure timely processing. Consult with your insurance provider for the most accurate information pertaining to your situation.
What is the purpose of this form?
The purpose of this form is to facilitate the withdrawal or surrender of funds from an annuity policy. It allows policyholders to formally request a cash surrender value and provides necessary information regarding their existing annuity. Completing this form accurately is crucial for ensuring that all financial transactions are processed smoothly by the insurance company.
Tell me about this form and its components and fields line-by-line.
- 1. Policy Number: The unique identifier assigned to your annuity policy.
- 2. Insured/Annuitant Name(s): The name of the individual(s) covered by the policy.
- 3. Owner Name: The name of the policy owner.
- 4. Address: The current residence of the owner.
- 5. SSN/ITIN or EIN: The Social Security Number or Tax Identification Number.
- 6. Primary Phone: The main contact number for the owner.
- 7. Email Address: The email for receiving correspondence.
- 8. Withdrawal Amount: The amount being requested for withdrawal.
What happens if I fail to submit this form?
Failing to submit this form correctly can delay the processing of your withdrawal request. Incorrect or incomplete information may lead to rejection or further clarification needed from the insurance company. It is important to ensure all fields are filled out accurately to avoid complications.
- Incomplete Information: Missing required fields may result in application rejection.
- Incorrect Policy Number: An incorrect policy number can lead to processing errors.
- Mistakes in Personal Details: Errors in legal names may create issues with identification.
How do I know when to use this form?
- 1. Withdrawal Requests: To request a cash withdrawal from your annuity.
- 2. Policy Surrender: To formally surrender your annuity policy.
- 3. Updating Beneficiary: To change or update beneficiary information.
Frequently Asked Questions
How do I start filling out the form?
Begin by collecting all required information before proceeding with the form.
Can I edit the PDF after downloading?
Yes, you can edit the PDF on PrintFriendly before downloading.
Is there a charge to use the form?
This form is available for free and can be filled out at no cost.
What if I made a mistake on the form?
You can edit the PDF again to correct any mistakes before submitting.
How do I submit the completed form?
Follow the instructions provided in the form for submission options.
Can I save the form after editing?
You can download the edited version, but saving on the site is not available.
What should I do if I need more information?
Consult the customer service team or your insurance advisor for assistance.
Do I need to provide my signature?
Yes, a signature is required to process your request.
What if I have questions about my policy?
Contact your insurance company directly for inquiries about your policy.
Will I get a confirmation after submitting?
You should receive a confirmation from the company after your submission is processed.
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