Delaware Life Gs 0084 Wdv Form

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O. Box 758581 Topeka KS 66675-8581 By express mail Mail Zone 581 5801 SW 6th Avenue Topeka KS 66636 Online www. WITHDRAWAL ALLOCATION Proportionally from all existing allocations From the following subaccounts or fixed accounts at the percentage s shown below Subaccount/fixed account name whole number Total must 100 If you do not make a selection we will take withdrawals proportionally from all existing investment allocations. If you are invested in an asset allocation model we will take the withdrawal proportionally from all existing investment allocations. 2016 Delaware Life Insurance Company. All rights reserved. Page 1 of 4 GS 0084 WDV Rev 12-2016 WITHDRAWAL AMOUNT select one Full withdrawal this will close the contract and end all of your benefits. Delaware Life Insurance Company of New York is authorized to transact business in New York and Rhode Island. Investment allocations. In the list above if you include percentages with decimals we will round them to the nearest whole number. No additional paperwork will be required for the change. Please change my Secured Returns living benefit from the Guaranteed Minimum Accumulation Benefit GMAB plan to the Guaranteed Minimum Withdrawal Benefit GMWB plan. Delaware Life Insurance Company is authorized to transact business in all states except New York as well as in the District of Columbia Puerto Rico and the U.S. Virgin Islands. OWNER S SIGNATURE X DATE MM/DD/YYYY CO-OWNER S SIGNATURE IF APPLICABLE / / PLEASE PRINT NAME BELOW SIGNATURE GUARANTEE STAMP CONTACT US By mail P. Taking withdrawals including withdrawals to pay advisory fees can reduce or eliminate your living benefits. Withdrawals in excess of the guaranteed withdrawal amount called excess withdrawals will result in a permanent reduction in future guaranteed withdrawal amounts. ADDRESS CITY STATE In case we need to contact you about this request ZIP CODE DAYTIME PHONE SECURED RETURNS OPTION Complete this section ONLY if you have an annuity with a Secured Returns living benefit. Go to section 5. Partial withdrawal amount Optional Please send me the exact withdrawal amount shown* I understand that any additional fees adjustments tax withholding amounts and/or delivery costs that result from this withdrawal will be charged separately to my contract. Free amount This is the maximum amount you can withdraw without a withdrawal charge. Taking the free amount may reduce your living benefits. Entire stored income balance if it applies to your living benefit One-time access withdrawal amount if it applies to your living benefit withdrawal will be charged separately to my contract. If I choose to have taxes withheld section 5 or to pay the 25 fee for a wire transfer section 6 those amounts will be deducted from the amount I have indicated* withdrawal request. TAX WITHHOLDING The tax withholding options that you select will remain in effect until revoked in writing. If you do not indicate a value and we do not have a previous tax withholding election on file we will automatically withhold the required amount for federal income taxes.

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What is the Delaware Life Gs 0084 Wdv

The Delaware Life Gs 0084 Wdv form is a specific document used for withdrawal requests from Delaware Life Insurance Company. This form is essential for policyholders who wish to access their funds or make changes to their existing policies. Understanding its purpose is crucial for ensuring that the withdrawal process is handled correctly and efficiently.

How to use the Delaware Life Gs 0084 Wdv

Using the Delaware Life Gs 0084 Wdv form involves several steps. First, download the form from the official Delaware Life website or request it directly from their customer service. Next, fill out the required fields, including personal information and details about the policy from which you are withdrawing funds. After completing the form, review it for accuracy and sign where indicated. Finally, submit the form according to the instructions provided, which may include mailing it to a designated address or submitting it electronically.

Steps to complete the Delaware Life Gs 0084 Wdv

Completing the Delaware Life Gs 0084 Wdv form requires careful attention to detail. Follow these steps:

  • Gather necessary information, such as your policy number and personal identification.
  • Download the form and fill in your name, address, and contact details.
  • Specify the amount you wish to withdraw and the reason for the withdrawal.
  • Sign and date the form to validate your request.
  • Submit the completed form as directed, ensuring you keep a copy for your records.

Legal use of the Delaware Life Gs 0084 Wdv

The Delaware Life Gs 0084 Wdv form must be used in compliance with applicable laws and regulations governing insurance withdrawals. This includes ensuring that the request aligns with the terms of the insurance policy and any state-specific regulations. The form serves as a legal document, and improper use may result in delays or denial of the withdrawal request.

Key elements of the Delaware Life Gs 0084 Wdv

Key elements of the Delaware Life Gs 0084 Wdv form include:

  • Policyholder Information: This section requires details about the individual requesting the withdrawal.
  • Withdrawal Amount: Clearly state the amount to be withdrawn from the policy.
  • Reason for Withdrawal: Providing a reason helps the company process the request more efficiently.
  • Signature: A signature is necessary to authorize the withdrawal and confirm the accuracy of the information provided.

Form Submission Methods (Online / Mail / In-Person)

The Delaware Life Gs 0084 Wdv form can be submitted through various methods, depending on the preferences of the policyholder. Options typically include:

  • Online Submission: Some users may have the option to submit the form electronically through the Delaware Life website.
  • Mail: The completed form can be mailed to the address specified in the instructions.
  • In-Person: Policyholders may also have the option to deliver the form in person at designated Delaware Life offices.

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