Get Form 2321t

This guide provides clear, step-by-step instructions for filling out the Form 2321t online. Whether you are a beneficiary or a spouse of an IRA owner, these detailed guidelines will assist you in completing the form effectively.

Follow the steps to complete the Form 2321t with ease.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Enter the credit union information in the designated fields, including the credit union name and the CUID provided by the credit union.
3. Provide the original IRA owner's Social Security number, IRA suffix, and their full name as requested in the relevant fields.
4. In the beneficiary information section, input the beneficiary's Social Security or Federal Tax ID number, date of birth, and full name, along with their street address and daytime phone number.
5. Indicate the value of this beneficiary's benefits on the IRA owner's date of death.
6. Select your payment election by checking only one of the numbered boxes that best describes your choice. Ensure to check the corresponding lettered box if applicable.
7. If you selected box 2 or 3, provide the receiving account information for the funds transfer.
8. For periodic payments, indicate the frequency and circle the starting month for your payments if you chose option 4.
9. Choose the payment method by checking only one of the options provided for how you want to receive payments.
10. Complete the federal withholding election by checking only one option regarding federal income tax withholding, if applicable.
11. Sign and date the form to verify that you have received a copy of the withholding notice.
12. Once all sections are completed, save your changes, and you may choose to download, print, or share the form as needed.

Start filling out your Form 2321t online today for a smooth process.