Effective December 1, 2017 we will now require the Withdrawal/Surrender Request form WithSurr0917 to be completed and sent to New Business when doing an Internal Replacement of an existing policy. This form is required prior to printing any internal replacement policy and is only required on non-1035 applications. It is available for download on TAANI under Forms Finder. It can also be attached and submitted with the application in iGO.
On the form, you will need to complete the following sections:
Section 1, completed in its entirety
Section 2, under “Surrender Options” — In special instructions provide the following verbiage “Surrender existing coverage when new coverage is placed inforce”
Section 3, provide the new policy number
Section 4, provide all appropriate signatures
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