Get Distribution Request Form - Atrs.us.com

Filling out the distribution request form is an essential step for participants wishing to access their retirement benefits. This guide details each section of the form, providing clear instructions for users of all expertise levels.

Follow the steps to complete the distribution request form effectively.

1. Click the ‘Get Form’ button to download the distribution request form and open it in your chosen online editor.
2. In the participant information section, fill out your employer name, plan name, social security number, participant name, address, date of birth, date of employment, and marital status accurately. Ensure that all fields are completed.
3. If applicable, provide beneficiary information including the beneficiary's name, social security number, address, date of birth, and day phone number.
4. In the payment and withholding election section, read the special tax notice attached to the form. Select one of the distribution options, such as direct rollover, lump sum payment, or installments, and fill in the relevant amounts and details.
5. Complete the information for direct rollover only if you selected direct rollover options. Input the necessary details regarding the recipient IRA or plan.
6. Review any distribution charges that may apply and indicate your preference for how your payment may be sent.
7. Read the declaration and sign the form, certifying that you understand the implications of your election and that all provided information is true.
8. If applicable, complete the Qualified Joint & Survivor Annuity Election/Waiver section and have your spouse sign where needed.
9. Submit the completed form by returning it to your human resources department or benefits coordinator, as specified.
10. Finally, save changes, download, print, or share the completed form as necessary for your records.

Take action now and complete your distribution request form online to access your retirement benefits.