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DISTRIBUTION REQUEST FORM FICA ALTERNATIVE PLAN FOR OKALOOSA COUNTY SCHOOL DISTRICT INSTRUCTIONS: Complete items one through four and send this form to the employer at the address printed at the bottom.

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Applicable Related content

BENCOR OBRA Plan Overview - Town of Somerset MA
rollover to an IRA or eligible retirement plan, which defers your income tax obligation...
Learn more
BENCOR Special Pay Plan - South Florida State...
Funds may be withdrawn in one or more cash distributions, which are taxable for the year...
Learn more

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Lowery Questions & Answers

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All distribution requests are sent for approval -- this action is typically completed by your Employer. Once the distribution is reviewed and approved, the payment will be processed. Payments are generally received within 7-10 business days for a check; 5-7 business days for direct deposit (if available).

This form is to request a participant withdrawal from your retirement account with your employer. Whether you are rolling over the funds or taking a cash payment, you will need to review the Special Tax Notice included at the end of this form.

This notice contains important information about the payment of your vested account balance in your employer's Individual 401(k) Plan.

You will receive a Form 1099-R when you make a withdrawal from a IRA, 401(k) or other retirement account. This form includes information such as: the amount you withdrew, how much is taxable (if that was determined), any taxes that were withheld, and a code that shows what type of distribution it was.

When you take a distribution from your 401(k), your retirement plan will send you a Form 1099-R. This tax form shows how much you withdrew overall and the 20% in federal taxes withheld from the distribution.

Use this form to request a lump-sum distribution or to establish a systematic withdrawal plan from a traditional IRA, Roth IRA, Coverdell ESA, or SEP IRA.

You may request a distribution (withdrawal) of your account balance after your employment has ended and you have satisfied your plan's waiting period, if applicable. No forms are required to withdraw your funds. The distribution process is entirely online and accessed through the BENCOR website.

Distribution Form means the form prescribed by the Company for use by a Member or a Beneficiary to elect the amount and form of voluntary Distributions and the form of compulsory Distributions.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232