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Service Forms - Athene
Do you need to update an address or change your beneficiary? Here are all the Service Forms you need to manage your Athene annuity and retirement accounts.
the IRS requires you submit Form W-4R, Withholding Certificate of Nonperiodic Payments and Eligible Rollover Distribution. You can access this form on the IRS.gov website.
• Use this form to begin taking your Required Minimum Distribution (RMD) from your qualified contract. • If you are requesting your Required Minimum Distribution from your Tax-Sheltered Annuity (TSA), please use the
I hereby authorize Athene Annuity & Life Assurance Company to withdraw the Required Minimum Distribution (RMD) from my IRA, TSA/403(b) or qualified retirement plan annuity contract due at age 70½ and each year thereafter, as defined by the Internal Revenue Service.
Required Minimum Distributions (RMD)s And What They Mean - Athene
Generally, once you're 72* years old, you need to start pulling money out in what's called required minimum distributions, or RMDs. And it's not quite as simple as taking a little cash out and calling it a day. If you don't take out enough, you'll be penalized by the IRS. Here's what you need to know to take your distributions wisely.
• Registration on Athene’s website (www.athene.com/myathene) may be required for e-delivery of certain contract- related correspondence. • There is no charge for e-delivery, although my Internet provider may charge for Internet access.
I hereby authorize Athene Annuity & Life Assurance Company of New York to withdraw the Required Minimum Distribution (RMD) from my IRA, TSA/403(b) or qualified retirement plan annuity contract due at age 70½ and each year thereafter, …
Frequently Asked Questions | Athene
If you have an annuity that was issued by Athene Annuity and Life Company (formerly Aviva USA), you may register for My Athene. Registration allows you to view statements, change beneficiaries, update your contact information or request a withdrawal.
Required Minimum Distribution (RMD): Please process current RMD prior to the transfer, if applicable I am aware of any penalty that may be imposed from an early withdrawal.
Distribution Election – I wish to withdraw or surrender from my annuity, the amount indicated below. (This form may not be used for TSA/403(b) contracts. Please call the service center for appropriate form.
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