Get The 3121 Premier Plan

The 3121 Premier Plan offers eligible employees options for managing their retirement funds. This guide will provide step-by-step instructions for completing the Distribution Request Form effectively and online.

Follow the steps to efficiently complete your form.

1. Click ‘Get Form’ button to access the Distribution Request Form and open it in your preferred editor.
2. Begin by entering the employer's name at the top of the form. Ensure this is printed clearly for accuracy.
3. Navigate to the Account Settlement Election section. Select one option by marking the appropriate box: either a lump-sum distribution, a rollover to an eligible account, or a death distribution. If you choose a rollover, complete the Direct Rollover Information section.
4. In the Direct Rollover Information section, print the name of the institution receiving the funds, select the plan type, and fill in the account number, if applicable.
5. If you are applying for a death distribution, complete the Beneficiary information section by providing the required details such as name, Social Security number, relationship to participant, date of birth, and current address.
6. Review all entered information for accuracy. Sign and date the Acknowledgment and Authorization section at the bottom of the form.
7. Return the completed form along with any necessary documentation, such as the death certificate if applicable, to the designated address or fax number provided.

Complete your 3121 Premier Plan document online for efficient retirement management.