Get Nationwide Retirement Solutions Retirement Benefit Options Form Help

Filling out the Nationwide Retirement Solutions Retirement Benefit Options Form is a crucial step in managing your retirement benefits. This guide will provide you with comprehensive instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to complete the Retirement Benefit Options Form successfully.

1. Click ‘Get Form’ button to obtain the form and open it for completion.
2. Complete all necessary sections of the form based on your specific request. Make sure to choose the appropriate plan type such as a 457(b) Plan, 401(a) Plan, 401(k) Plan, or Rollover Account.
3. Fill in your personal information including your name, social security number, address, date of birth, and contact phone number.
4. Select your action from the options provided, whether you wish to defer payments, initiate a payout, stop current payments, or change/restart your distribution.
5. If this is an initial request, ensure that your former employer has completed the Payroll/Personnel Authorization section.
6. Choose your desired payout option carefully. You may select from options such as Lump Sum, Systematic Withdrawal, and more. Make sure to complete any additional fields required for the chosen payout type.
7. For the Direct Deposit Information section, provide your banking details, including the bank's name, ABA number, and account number. Remember to attach a voided check if applicable.
8. Designate your beneficiaries by filling in their names, social security numbers, and relationship to you. Ensure the percentage split totals 100%.
9. Review all sections thoroughly for accuracy before signing. Your signature and the date are required for authorization.
10. Once the form is completed, enclose it along with any other required documentation in the business reply envelope provided, or send it to the Nationwide Retirement Solutions address listed on the form.
11. After submission, you can opt to save changes, download the completed form for your records, or share it electronically as needed.

Take the next step and complete your Nationwide Retirement Solutions Retirement Benefit Options Form online.