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Annuity/Settlement Option Surrender Service Request - …

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10438R10-20Page 1 of 6Annuity/ settlement Option Surrender Service Request 1. Owner InformationThrivent ID Contract numberEmailThrivent ID and email are optional in the state of Full Surrender (this will close the contract) One-time partial Surrender amount Ongoing Automatic Payout Option (APO)Amount $Amount that is penalty freeAutomatic payout options (select one)Interest only Fixed amount $Fixed percentage % Payout frequency MonthlyQuarterlySemiannuallyAnnuallyStar t date - 2. Surrender Details New Change Cancel3. Specific Subaccount Surrender For Fixed Indexed products, the Surrender will be taken from the Fixed Account first and will only be taken from the Indexed Account when the accumulated value in the Fixed Account is not variable or Multi-Year Guarantee products, indicate account(s) from which payout should be made.

do not qualify; such as, sponsoring charities of donor-advised funds, private foundations and supporting organizations. • Consult a tax professional to discuss this option as it is your responsibility to ensure the distribution made with this form complies with the IRS rules.

  Services, Request, Fund, Options, Annuity, Settlement, Surrender, Donors, Advised, Donor advised funds, Annuity settlement option surrender service request

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