Get Buffalo Funds Ira/qualified Plan Distribution Request

This guide provides clear instructions on how to fill out the Buffalo Funds IRA/Qualified Plan Distribution Request form online. By following these steps, you can ensure that your distribution request is accurately completed and submitted.

Follow the steps to successfully complete your distribution request.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your name exactly as it appears on your account registration in the designated field.
3. Fill in the mutual fund name and your account number to accurately identify your account.
4. Provide your address, along with the city, state, and ZIP code for correspondence.
5. Input the last four digits of your Social Security number and your date of birth in the specified fields.
6. Enter a daytime phone number where you can be reached.
7. Review the distribution choices and select the option that applies to your situation, ensuring that you comply with IRS regulations.
8. Complete the necessary sections based on the selected distribution type, including Sections A, B, C, D, E as applicable.
9. Choose your method of distribution, either through periodic payments or liquidation, by filling in the corresponding fields.
10. If applicable, specify the payee options or bank transfer details by checking the relevant boxes and completing the necessary information.
11. For installment distributions, specify the desired frequency and payment period in the designated sections.
12. Complete Section D regarding tax withholding preferences by selecting your desired withholding election.
13. Sign and date the form in Section E to certify that all information provided is accurate and understand any tax implications.
14. Return the completed form via regular or overnight mail to the specified addresses provided on the form.

Start filling out your Buffalo Funds IRA/Qualified Plan Distribution Request online to manage your retirement account effectively.