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. Please refer to the restrictions noted prior to initiating an online request . Important information Impacts of withdrawals Withdrawals from some of our products may adversely affect underlying guarantees. Withdrawals from a variable annuity product with a guaranteed minimum Withdrawal benefit may reduce that benefit.
from one IRA and could also be subject to penalty as an excess contribution to the recipient IRA. It is your responsibility to make sure that you do not exceed the limit on indirect rollovers. You can avoid the 12-month limit and the risk of tax by requesting a …
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