Submitting a Withdrawal or Surrender Request

Use the following procedure to submit a withdrawal or surrender request.

To submit a withdrawal or surrender request

1. Navigate to the Life & Annuities screen.

2. In the Policies/Annuities list, select a policy.

3. Click the Transaction Request view tab.

4. From the Transaction Requests view link list, select Withdrawals & Surrenders.

5. In the Withdrawals & Surrender list, add a record and complete the necessary fields

6. Follow the procedures defined by your company to submit requests for withdrawals or surrenders.