Get 18664962727

This guide provides you with straightforward steps to fill out the 18664962727 form online. The Required Minimum Distribution Request form is essential for managing your annuity contract and ensuring compliance with IRS regulations.

Follow the steps to complete the form efficiently.

1. Press the ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide your personal information in the 'Information About You' section. This includes your contract number, name, phone number, address, and date of birth. If applicable, include your spouse's date of birth.
3. Select either the Automatic Distribution Program or the One Time Distribution option in the 'Distribution Instructions' section. Fill in frequency and start dates as necessary for automatic distributions.
4. Complete the 'Previous Carrier RMD Calculation' section if applicable, providing the current year’s required minimum distribution amount calculated by your previous plan.
5. In the 'Income Tax Withholding' section, indicate whether you want federal or state taxes withheld from your distribution. Be mindful of the implications of withholding.
6. Choose your preferred delivery option in the 'Delivery Options' section. Whether opting for Electronic Fund Transfer, mailing to the address of record, or an alternate address, ensure to comply with all requirements, especially if a Signature Guarantee is needed.
7. Review and sign the form in the 'Authorization' section, certifying that the information provided is correct. Include the date and, if necessary, the Signature Guarantee stamp.
8. Finally, once the form is fully completed, save your changes, and you can download, print, or share the form for your records.

Complete your documents online to ensure a smooth process for your Required Minimum Distributions.