Transcription of IRA and nonqualified only Withdrawal request
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IRA and nonqualified only Withdrawal request
IRA and nonqualified only Withdrawal request Before you begin request a Withdrawal over the phone. You can call us at 800-344-1029 to enroll in telephone Withdrawal authorization over the phone and elect to take a Withdrawal . Representatives are available weekdays between 8 and 6 Eastern time. You can also complete this form entirely online. Click on the Find a form box on Find the Withdrawal request (IRA and nonqualified ) form. Click the link to submit online. Follow the step-by-step instructions. Note: The Withdrawal request form is not currently available for all scenarios.
• If you are requesting a partial 1035 exchange of a nonqualified annuity, the IRS announced in Revenue Procedure 2011-38 that it would apply general tax principles to determine the treatment of a withdrawal from an annuity contract that had previously sent or received funds as part of a partial section 1035 exchange.
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