Get Axa Rollover Distribution Form

The Axa Rollover Distribution Form is essential for initiating the process of rolling over your retirement funds. This guide provides clear and user-friendly instructions for completing the form online, ensuring you have all the necessary information at hand.

Follow the steps to fill out the Axa Rollover Distribution Form effectively

1. Click ‘Get Form’ button to obtain the Axa Rollover Distribution Form and open it in your preferred editor.
2. Begin with section one, titled 'Background Information.' Here, you will need to enter your first name, middle initial, last name, social security number, and employer's name. Specify whether you are still employed or terminated and provide relevant termination details if applicable.
3. In the second section, titled 'Type of Disbursement,' check the appropriate box that corresponds to your reason for withdrawal. Options include retirement, death, in-service withdrawal, separation from service, disability, or hardship. Be aware of any contingent withdrawal charges that may apply.
4. Move to section three, 'Amount of Disbursement.' Indicate whether you want a total payout or a partial payment. If applicable, fill in vested percentages for employer matching contributions and other contributions. Provide specific dollar amounts or indicate 'total' for each contribution source you wish to withdraw.
5. In section four, 'Direct Rollover Information,' select whether you wish to roll over your assets to an IRA or qualified plan. Include payee details such as the financial institution's name, account number, and mailing address.
6. Section five is the 'Statement of Understanding and Representations.' Review the statements carefully and ensure you acknowledge each point by signing and dating where indicated. This section confirms that the distribution request adheres to the plan's terms and provides necessary tax information.
7. Before completing the form, review all entries for accuracy. Once finalized, save your changes, then download, print, or share the completed form as needed.

Complete the Axa Rollover Distribution Form online today to manage your retirement funds effectively.