This document provides essential instructions for requesting partial or full withdrawals from your annuity or qualified retirement plan. It guides users through the necessary steps and important considerations related to tax withholding and documentation. Ideal for policyholders looking to efficiently manage their annuity withdrawals.

This document contains essential information on how to withdraw from your annuity contract with Allianz Life Insurance Company. It provides detailed instructions, tax implications, and important considerations before making any disbursement. Ideal for contract owners looking to understand their options and process.

This form is for transferring or rolling over your RiverSource annuity tax-free. It includes options for both partial and full transfers. Ensure to follow the instructions carefully to complete your transaction successfully.

The Tax-Deferred Annuity Program offers TRS members a tax-efficient way to save for retirement. It provides various investment options to help maximize your retirement funds. Learn how to enroll and contribute to secure your financial future.

This file is a form for making owner and beneficiary changes to John Hancock annuity contracts. It provides instructions on completing the form and important information regarding ownership and beneficiary designations. This form ensures that your changes are processed correctly and efficiently.

This file provides an authorization form for direct deposit of annuity checks. It includes essential fields for payee identification and bank details. Users must complete this form to ensure their annuity payments are deposited directly into their designated accounts.

This file provides essential instructions for filing a claim for annuity death benefits. It details the necessary documents and procedures to ensure a smooth claims process. Perfect for claimants seeking clarity on their responsibilities and required documentation.

This document is the Cash Distribution Form for VALIC Annuity Accounts. It is essential for clients wishing to request distributions from their annuity accounts. Properly filling out this form ensures timely processing of distribution requests.

This file outlines the tax treatment of certain exchanges of annuity contracts under U.S. tax law. It provides important guidance for taxpayers involved in such transactions. Follow the instructions to ensure proper compliance with the IRS regulations.

This file contains information and instructions for completing withdrawal and rollover requests for group annuity retirement plans. It outlines the necessary fields, eligibility criteria, and important considerations before proceeding with your request. Users can find helpful guidance to ensure accurate and timely submissions.

This file contains detailed instructions for processing variable annuity direct transfers, exchanges, or rollovers. It includes important forms and guidelines for completing each type of transaction. Users will find necessary contact information and procedural steps to ensure a smooth transfer or rollover process.

This document contains instructions for filling out the Certificate of Existence form, which should be signed by the annuitant and attested by an authorized individual. The form is required for various annuity options provided by LIC of India. It includes sections for personal details, signatures, and attestation.