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Annuity/Settlement Option Surrender Service Request - …

Annuity/Settlement Option Surrender Service Request - …

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do not qualify; such as, sponsoring charities of donor-advised funds, private foundations and supporting organizations. • Consult a tax professional to discuss this option as it is your responsibility to ensure the distribution made with this form complies with the IRS rules.

  Services, Request, Fund, Options, Annuity, Settlement, Surrender, Donors, Advised, Donor advised funds, Annuity settlement option surrender service request

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