Get Midamerica Apple Request For Settlement Of Account Form

This guide provides a detailed overview of how to accurately complete the Midamerica Apple Request For Settlement Of Account Form online. By following these step-by-step instructions, users will be able to navigate the form with ease and ensure their requests are processed efficiently.

Follow the steps to accurately complete the form.

1. Click ‘Get Form’ button to download the form and open it in your preferred online editor.
2. Enter your name, current address, daytime, and evening phone numbers, Social Security number, and date of birth in the designated fields. Ensure that the information matches your official records.
3. If your name has changed, attach proof of the name change, such as a copy of your Social Security card, to avoid processing delays.
4. Select the reason for your settlement by checking the appropriate box under the 'Determination of Eligibility' section.
5. In the 'Account Settlement Election' section, choose your preferred payment option, whether a lump sum check or a direct rollover to a qualified plan.
6. If applicable, to request purchase of STRS or PERS service credits, attach the necessary approval letter from STRS or PERS to your form.
7. Sign and date the form in the 'Participant Signature' section, confirming your request and understanding of the distribution process.
8. If applicable, for distributions due to death, include a certified copy of the death certificate with your submission.
9. Submit your completed form along with any necessary attachments to MidAmerica Administrative Solutions via mail or fax.

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