Request for Full or Partial Surrender Form - Americo

AF9605Q (08/20) Page 1 of 3 Administrative Office: PO Box 410288, Kansas City, MO 64141-0288 Phone: Fax: Email: Policyowner s Name Policy Number Policyowner s Street Address (Include City, State, and ZIP) Email Address Daytime Phone Number Reason for Surrender (Required for 403b plans) Please select only one reason. 59 Separation From Service Disability Financial Hardship Withdrawal: Also complete the 403B Financial Hardship form (Page 3). Request for 10% Penalty Free Partial Surrender /Transfer (Annuity and 457 Plans Only) Request for Partial Surrender /Transfer $_____ (Specify Amount Requested) Process Net Amount Specified Above or Process Gross Amount Specified Above (If not specified, net amount will be processed if available.)

Reason for Surrender (Required for 403b plans) Please select only one reason. 59½ Separation From Service Disability Financial Hardship Withdrawal: Also complete the 403B Financial Hardship form (Page 3). Request for 10% Penalty Free Partial Surrender/Transfer (Annuity and 457 Plans Only)

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