Get , , , , Partial Distribution Request Form ,

Filling out the Partial Distribution Request Form online is a straightforward process that allows you to request a distribution from your retirement plan. This guide provides clear steps to help you complete each section accurately and efficiently.

Follow the steps to successfully fill out your form

1. Click the ‘Get Form’ button to access the Partial Distribution Request Form and open it in your preferred document editor.
2. In the Participant Information section, fill in your state, Social Security number, home phone, birth date, work phone, and zip code. Ensure all information is accurate.
3. In the Reason for Distribution section, check one option that corresponds to your situation, such as termination or disability. Provide the effective date of the reason in the designated field.
4. For the Distribution Amount section, choose whether you want to withdraw proportionally across all available investment options or specify certain investment options. Enter the amounts accordingly.
5. In the Income Tax Withholding section, select your desired withholding option. Be sure to check the appropriate box for the amount you wish to have withheld from your distribution.
6. In the Form of Payment section, indicate how you prefer to receive your distribution. Choose whether you want a check mailed or an electronic transfer, and if choosing the latter, remember to attach a voided check.
7. Finally, complete the Accountholder Authorization section. Provide your signature and the date to certify that all information is accurate. Ensure that all fields are filled out before saving your form.
8. Once you have completed the form, you can save your changes, download a copy, print it for your records, or share it as needed.

Complete your form online today for a seamless distribution request experience.