Service Forms
Annuity Contract Withdrawal Request
Use this form to request a one-time withdrawal from your annuity account. Further, this form should be used when proceeds from a Non-Qualified contract are being used to fund a Brokerage account.
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Scheduled Systematic Withdrawal Request for Annuity Contract
Use this form to establish a Scheduled Systematic Withdrawal (SSW) from fixed annuities, fixed index annuities, and variable annuities (excludes Mutual of Omaha or NEA).
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