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How to fill out the K:FORMS2CLIENTCALIF&&VITERM.FRP Printing online
Filling out the K:FORMS2CLIENTCALIF&&VITERM.FRP Printing form is essential for managing your account with the Field Ironworkers Annuity Trust. This guide will walk you through the steps to accurately complete each section of the form, ensuring all necessary information is provided for effective processing.
Follow the steps to successfully complete the form.
- Begin by clicking the ‘Get Form’ button to access the K:FORMS2CLIENTCALIF&&VITERM.FRP Printing form. This action will download the form so you can open and edit it.
- Enter your account information in the designated fields. This includes your Social Security number, local union number, full name (last, first, middle initial), address, city, state, zip code, date of birth, date of hire, and date of termination. Ensure all information is accurate and reflects your current status.
- If applicable, check the box indicating that the address provided above is a new address. This is important for ensuring correct correspondence.
- Select the appropriate withdrawal classification that explains your reason for the final distribution. Options include service pension, total disability, or termination of employment due to lack of contributions.
- Choose your form of final distribution. Options include direct rollover to a Vanguard IRA, other eligible retirement plans, installments, lump sum cash, or annuity. If you choose a direct rollover, additional instructions may be required from the receiving institution.
- Complete the income tax withholding section as per your preference. If you elect to receive a portion of your distribution, ensure you indicate whether state taxes should be withheld and provide any specific dollar amounts or percentages if applicable.
- Sign the form, along with your spouse's signature if applicable. Both signatures must be notarized unless opting for the annuity option. Ensure the notary public includes all required stamps/seals.
- Finally, review all the information provided on the form for accuracy and completeness. Once you are satisfied, save your changes, then download or print the form for submission.
Complete your documents online today to streamline your account management process.
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