Get Apple Request For Settlement Of Account Form

This guide provides essential steps for users to complete the Apple Request For Settlement Of Account Form online confidently. It is designed to be clear and easy to follow, ensuring that all required information is submitted accurately.

Follow the steps to complete the form accurately.

1. Press the ‘Get Form’ button to access the Apple Request For Settlement Of Account Form online. This will open the document in an editor, allowing you to enter the necessary information conveniently.
2. Begin by filling in the employer name field. This section requires you to print or type the name of the participant’s employer clearly.
3. In the 'Name of Participant' section, enter the full name of the individual requesting the settlement. Ensure that the spelling is accurate for proper identification.
4. Complete the current mailing address field with the participant's official address. Include the city, state, and ZIP code to ensure that the correspondence reaches the right location.
5. Input the participant’s Social Security number in the designated field. This is crucial for the processing of the request.
6. Provide the participant's date of birth. This information is important for validating eligibility for distributions as required by tax regulations.
7. Fill in the daytime and evening phone numbers. Ensure that the numbers are correct so that the administrative team can reach you for any follow-up queries.
8. In the 'Account Settlement Election' section, select one of the options provided, such as receiving a lump sum or rolling over funds to another plan. Make sure to review each option thoroughly before making your choice.
9. If you choose to roll over funds, complete the 'Direct Rollover Information' section. Here, specify the type of plan and the details required for the rollover.
10. Read and acknowledge the terms specified in the 'Acknowledgement and Authorization' section. Sign and date the form at the designated space.
11. After filling out the form completely, save your changes. You can then download it for your records or print it for submission.
12. Lastly, submit the completed form and any required documents, such as a certified copy of the death certificate if applicable, either via mail or fax as specified in the instructions.

Complete your Apple Request For Settlement Of Account Form online now to ensure prompt processing of your request.