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Withdrawal Request instructions - Allianz Life

USA-385 Page 1 of 4 (3/2020) Allianz life Insurance Company of North America Withdrawal Request instructionsInstructions Complete all applicable sections. Please note: For 403(b) contracts, you must complete the applicable form. 403(b) withdrawals cannot be processed without a qualifying event. Information When you make a Withdrawal Request , we will process the Request based on the contract value next determined after receipt of the Request , in Good Order, at Allianz life Insurance Company of North America ( Allianz ). The contract value is determined at the end of each Business Day. Any Withdrawal Request received at or after the end of the current Business Day will receive the next Business Day s contract value. Our Business Day closes when the New York Stock Exchange closes.

May 11, 2016 · All, or part of the payment you receive in connection with the surrender, withdrawal, or loan of life insurance, endowment, or annuity contract, including the values used to cancel any outstanding loan indebtedness, may …

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Withdrawals from annuity contracts - Allianz Life

www.allianzlife.com

May 9, 2016 · Depending on the terms of your annuity contract, early withdrawals or surrendering your contract may be subject to withdrawal or surrender charges. Certain benefits and guarantees provided by the annuity contract may be lost when a distribution occurs from your contract.

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Withdrawals from annuity contracts - Allianz Life

www.allianzlife.com

May 09, 2016 · • A new withdrawal form is required with each request. Original forms cannot be modified and resubmitted. ... - please complete this form AND the Settlement for Annuity Benefits form. Full surrender - S ... If you choose the monthly option, and it is not available under the contract, we will send you one free withdrawal check equal to 12 ...

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Request to Transfer Ownership and/or Change Beneficiaries

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May 09, 2016 · Request to Transfer Ownership and/or Change Beneficiaries The owner should use this form to transfer ownership of an annuity or life insurance policy, and/or to add or change beneficiaries. Section 1: Policy or contract information Policy or contract number: Owner’s name: INDIVIDUAL NAME OR NON-INDIVIDUAL NAME (E.G., TRUST, ESTATE, CHARITY)

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