Get Ssfcu

Filling out the Ssfcu form online can be a straightforward process if you follow the right steps. This guide provides clear instructions for each section of the form to assist users in completing their withdrawal authorization accurately.

Follow the steps to successfully complete your Ssfcu form.

1. Click 'Get Form' button to access and open the Ssfcu form in your editor.
2. Begin with Part 1, the 'IRA Owner' section. Fill in your name (first, middle initial, last), social security number, address (two lines), date of birth, phone number, email address, and account number with suffix.
3. In Part 2, provide information for the 'IRA Trustee or Custodian.' Enter the name of the organization, along with their phone number and organization number.
4. Proceed to Part 3 for 'Beneficiary or Former Spouse Information.' Complete this section only if applicable, entering the beneficiary's name, tax ID, and contact information.
5. In Part 4, 'Withdrawal Information,' fill in the total withdrawal amount and date. Select the appropriate withdrawal reason from the listed options.
6. Navigate to Part 5 for 'Withholding Election.' Choose your federal and state withholding preferences carefully and indicate the percentages or amounts.
7. Move on to Part 6 to summarize your withdrawal details, including gross withdrawal amount, withholding amounts, and net withdrawal amount.
8. In Part 7, specify the handling of assets you want to withdraw. Indicate the asset description and the amount for each item.
9. Select a payment method in Part 7. Indicate whether you prefer cash, check, or a transfer to an internal or external account.
10. Complete Part 8 by signing and dating the form. Ensure to provide all required signatures, including that of a notary public if necessary.
11. Finally, review the form for accuracy, then save changes, download, print, or share your completed form as needed.

Begin filling out your Ssfcu form online today for a seamless withdrawal experience.