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Set up regular withdrawal of annuity

Apply for regular withdrawals of your annuity policy.

DOWNLOAD REGULAR WITHDRAWAL – VARIABLE ANNUITY FORM


Instructions

The amount and duration of the regular withdrawals will depend on the terms of your policy. 

If you wish to apply for regular withdrawals of your annuity policy, please complete the Regular Withdrawal – Variable Annuity Form.     

What you need to provide

1. Completed Regular Withdrawal – Variable Annuity Form

FAQ

Who will need to sign the form to apply for the regular withdrawal? 
For non-trust policies, the Assignee or Policyowner must sign the form. 

For a Trust policy under S49L, either of the following parties must sign the form: 
• Policyowner and any one Trustee (excluding the Policyowner), or 
• All Beneficiaries (each Beneficiary must be at least 18 years old) 

For a Trust policy under S73, the Policyowner and all Trustees must sign on the form.


 

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