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Annuity Distribution Form Tips - Transamerica

Annuity Distribution form TipsSMSMSMSMSMSMSSSSSSSSSThis form is used for one time distributions including Distribution for the Architect Rider, Income SelectE for Life Rider (ISFL), 5 for Life Rider, 5 for Life with Growth Rider, Living Benefit - Transamerica Retirement Income Plus, Retirement Income MaxE Rider (RIM), Guaranteed Principal Solution Rider (GPS), any and all versions of the Retirement Income ChoiceE Rider (RIC). Please do not use this form if you are requesting a withdrawal from a Tax Sheltered Annuity , Non-IRA Qualified Annuity , Income Link Rider, electing a Systematic Payout Option, a withdrawal for an excess contribution Distribution , an Unemployment Waiver or Nursing Home Waiver.

without surrender charge. This option is not available if your annuity is out of the surrender charge period. Partial Distribution of Annuity: Choose this option if you would like to withdraw a portion of the policy value. Please write the requested dollar amount. The amount requested may be subject to a surrender charge, premium taxes, and/or ...

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