Get Payout Request Form

This guide provides a detailed walkthrough on completing the Payout Request Form online. By following these clear steps, users can ensure that their submissions are accurate and effectively processed.

Follow the steps to successfully complete your Payout Request Form

1. Click ‘Get Form’ button to obtain the form and open it in a suitable editor.
2. In Section 1, provide your Social Security Number, full name, home address, date of birth, telephone number, and email address. This information is essential for accurately identifying your account.
3. In Section 2, select your beneficiary or beneficiaries. If you wish to change any existing beneficiaries, check the appropriate box. Ensure the total percentage split amounts to 100 percent and indicate whether each beneficiary is primary or contingent.
4. In Section 3, select your payout option. You can choose a Lump Sum, Systematic Withdrawal, or a Purchased Annuity. Carefully read the instructions associated with each option, as your choice will impact your funds' distribution.
5. In Section 4, read the Certification section thoroughly. You must ensure that all entries are complete and accurate, as inaccuracies can lead to processing delays.
6. In Section 5, sign and date your form. This is crucial, as any unsigned forms will be returned to you, adding unnecessary delays.
7. Once you have completed the form and verified that all information is correct, you can save your changes, download the completed form, print it, or share it as necessary.

To ensure you receive your payout smoothly, complete your Payout Request Form online today.