A phone call request for a partial withdrawal from the Policyowner or Agent is acceptable on Life policies, if the withdrawal request is for less than $10,000 and there has not been a change of address within the last 30 days. Another option is to complete the Partial Withdrawal section of Form 244.
An annuity withdrawal requires Form 244 signed and dated by the Policyowner and indicating the Withholding Election.
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Note: 501(c), 403(b) and TSA plans require Form 253 along with Form 244 for withdrawal amounts accumulated after Dec. 31, 1998. For this form or the necessary spousal waiver forms required to request a distribution from XPT's and HR-10 plans, contact the Tax and Qualified Plan Administration team, ext. 8050.
Click here for details on how to direct the form to the Home Office.