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How to fill out the Td22 Form online
Filling out the Td22 Form online is a straightforward process designed to facilitate the direct rollover of funds from the Tax-Deferred Annuity Program. This guide provides step-by-step instructions to help you complete the form accurately and efficiently.
Follow the steps to complete the Td22 Form online.
- Press the ‘Get Form’ button to access the Td22 Form and open it in your preferred editing tool.
- In Part A, provide all required personal information, including your name, Social Security number (last 4 digits), permanent home address, and phone numbers. Make sure to keep your contact information updated.
- In Part B, select the appropriate section based on your election from Part D of your ‘TDA Withdrawal Application’ and specify how you wish to distribute the funds for Direct Rollover. Indicate the percentages or amounts you want assigned to each successor program.
- In Part C, list the eligible successor program(s) that will receive your Direct Rollover. Clearly specify whether each program is an IRA or a 401(k) Plan along with the relevant details such as account name and number.
- In Part D, review the information you have provided, then sign and date the form. Ensure that you have read the necessary instructions and certifications regarding your eligibility to submit this rollover election.
- Once you have completed the form, you can save your changes, download a copy for your records, print it for mailing, or share it as needed. Ensure that the form is submitted along with your ‘TDA Withdrawal Application’ or ‘TDA Withdrawal Application for Beneficiaries’.
Complete your Td22 Form online today for a seamless rollover process.
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