Get Withdrawal Form - Sunpen.com

This guide provides clear and detailed instructions for completing the Withdrawal Form available at SunPen.com. Designed to support users with varying levels of experience, the guide outlines each section of the form, ensuring that all required information is accurately captured.

Follow the steps to complete the Withdrawal Form effectively.

1. Click the ‘Get Form’ button to acquire the form and open it in an accessible format.
2. Fill in your participant information including your Social Security number, first and last name, and address. Ensure you check the box if your address has changed since the last statement.
3. Navigate to the Distribution Instructions section. Choose the appropriate option regarding how you wish to receive your distribution. Options include receiving your entire vested account or a partial amount, and whether you would like to roll over your funds.
4. If opting for a rollover, provide the necessary details of the financial organization or trustee where the funds will be transferred. Include relevant account numbers and the rollover amounts.
5. Complete the Vesting Verification section as instructed, which may be done by the Plan Administrator. Ensure that your vested percentage is recorded accurately.
6. If applicable, fill out the Withholding Election section. Decide if you would like to opt out of federal and state income tax withholding, and specify any withholding rates if necessary.
7. In the Authorization section, certify that you have understood the information provided in the form and sign with the current date.
8. Finally, review all entered information for accuracy before submitting. Once completed, you can save changes, download, print, or share the form as needed.

Complete your withdrawal process by filling out the form online today.