Get Non-tax Qualified Transfer/liquidation Request

This guide will assist you in completing the Non-Tax Qualified Transfer/Liquidation Request form online. By following these steps, you will ensure that your request is accurately filled out, making the process smoother and more efficient.

Follow the steps to complete your Non-Tax Qualified Transfer/Liquidation Request form.

1. Click ‘Get Form’ button to access the Non-Tax Qualified Transfer/Liquidation Request form and open it in your preferred PDF or document editor.
2. Begin with the Agent/Shareowner Checklist. Confirm with your current custodian if there are any fees associated with liquidating and transferring your assets. Ensure this form is accepted by your current custodian and check if they require the form to be faxed or submitted as an original with specific signature requirements.
3. In the Account Registration section, enter your name, social security number, and contact details accurately. If applicable, include the joint owner’s first name.
4. In the Present Financial Institution section, provide the name of the company currently holding your account, along with their address, telephone number, and your account number.
5. Navigate to the Liquidation Instructions section. Select how much of your account you wish to liquidate and indicate how the proceeds should be handled (immediately or at maturity). Specify how you would like the funds to be invested in State Farm Mutual Funds, providing information on fund names, share classes, and percentage allocations.
6. Sign the Authorization section. Make sure to date your signature and include the joint owner's signature if applicable. If required, ensure that a signature guarantee is included.
7. In the Letter of Acceptance and Delivery Instructions section, indicate how you would like the proceeds delivered. Fill in the mailing address for regular or overnight delivery and provide the details for wire transfer if selected.
8. Review the completed form for any errors or omissions. Make necessary corrections, then save your changes, download the form, or print it for submission.

Complete your Non-Tax Qualified Transfer/Liquidation Request form online today!