Set up regular withdrawal of annuity
Apply for regular withdrawals of your annuity policy.
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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Withdraw coupons / survival benefits / bonus
Request to withdraw your accumulated coupons, survival benefits or bonuses in part or in full.
Direct credit to bank (EFT)
Apply for Electronic Fund Transfer (EFT) to credit policy payouts directly to your bank account.
Telegraphic Transfer (TT) For USD
Apply for Telegraphic Transfer (TT) to credit your USD Signature Income policy payout directly to your overseas bank account.
