Instructions
Follow the instructions to surrender or withdraw funds from a tax-sheltered annuity contract or 403(b).
- Complete form
Complete the appropriate areas and supply the information requested on the Tax-Sheltered Annuity Service Request form. - Signatures
Make sure to sign the form. Signatures must be current and signed within 30 days of receipt. - Submit form
Return the completed forms with any required documentation via U.S. mail, overnight mail or fax to our service center.
Postal mail
F&G Service Center
P.O. Box 81497
Lincoln, NE 68501-1497
Overnight mail
F&G Service Center
777 Research Drive
Lincoln, NE 68521
Fax
402.328.2266
Allow 3 business days for faxed documents to enter our processing system. - Allow 7 days to process
F&G will process the request within 7 business days of receipt of all required information. - Confirmation
A confirmation of this change will be mailed to the owner's address on record upon completion along with a countersigned copy of the service request form.
Request for Disbursement / Tax-Sheltered Annuities
[ADMIN 5589]
Download ADMIN5589
22-0084