Get Loan Request Form.pdf - Sunwest Pensions

This guide provides detailed instructions on completing the Loan Request Form for Sunwest Pensions. Following these steps will help ensure your application is submitted correctly and efficiently.

Follow the steps to fill out the Loan Request Form accurately.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. In Section 1, enter the general information required. Fill in the Contractholder name, Contract number, Participant name, Social Security number, and Participant address including street address, city, state, and zip code.
3. Move to Section 2 for Payment Instructions. Here, you should choose your preferred method of receiving funds: Electronic Fund Transfer (Direct Deposit or Wire) or Check. Provide all necessary banking details including the Bank name and Bank ABA/Routing number.
4. In Section 3, confirm your bank account number and sign the form. If applicable, ensure to disclose that you are aware of the implications of knowingly providing false information.
5. Complete Section 4 for a New Loan Request. Indicate the Total Amount of loan requested, Loan maturity date, and Loan interest rate.
6. If you are refinancing an existing loan, fill out Section 5. Note the amount of increase to the existing loan and existing loan number(s). Ensure the amortization schedule reflects the total loan amount correctly.
7. For optional Section 6, specify your Money Types to be used for the loan withdrawal if it differs from the standard order.
8. Section 7 pertains to any loan issue fees. You can either waive the fee or specify the amount if you want a different fee applied.
9. In Section 8, the Authorized Plan Representative must provide their signature and name after certifying that the loan meets all pertinent laws.

Complete your Loan Request Form online today to ensure a seamless submission process.