Get Rpg In-service Distribution Request Form

This guide aims to provide clear and supportive instructions for completing the RPG In-Service Distribution Request Form online. By following the outlined steps, you will be equipped to accurately fill out the necessary information for your in-service distribution request.

Follow the steps to successfully complete the form.

1. Click 'Get Form' button to access the RPG In-Service Distribution Request Form and open it in your editor.
2. In the first section, enter the name of your company or employer in the designated field at the top of the form.
3. Proceed to the personal information section. Fill in your name, address, apartment/suite number (if applicable), city, state, zip code, social security number, email address, home telephone number, date of birth, date of hire, and marital status.
4. Next, indicate the withdrawal amount you are requesting. You can either select the maximum amount available or specify a certain dollar amount in the indicated field. Be aware of potential restrictions on your requested withdrawal.
5. Review the mandatory federal tax withholding information carefully. A 20% federal tax withholding applies unless you roll over the withdrawal into an IRA or another qualified plan. If applicable, consider whether a 10% penalty may apply in your case.
6. If you wish to withhold an additional amount on your withdrawal, complete this section by specifying the additional dollar amount or percentage.
7. Fill out the section for where your money will be sent. Provide a check payable to, mailing address, account number, and any other information as required.
8. If opting for direct deposits, enter the bank name and address, routing (ABA) number, account number, and select whether it is a checking or savings account.
9. Address the spousal consent section. If you are married, ensure that your spouse completes and signs this section in the presence of a notary public. If you have no spouse, your spouse cannot be located, or your account balance is less than $5,000, you may check the appropriate box.
10. Both the participant and employer/plan trustee must print their names, sign the signatures section, and date their entries.
11. Finally, review all information entered for accuracy. Once all sections are complete, you can save changes, download, print, or share the completed form as needed.

Complete your RPG In-Service Distribution Request Form online today to ensure a smooth processing of your withdrawal.