Where can I find partial surrender form for Phoenix Investments Annuity. It is not listed on website anymore!

Question

I think they must have been getting too many requests recently

Answer 1

You should call your agent or call the company and have them email it to you.  

If you are trying to protect yourself from losses, you might be able to reallocate your money into a fixed asset class, especially if you're going to be facing surrender charges.

If you can't get an acceptable answer from your representative, you can contact me and I'll try to get you the info you need.