Get Bencor Withdrawal Forms

Completing the Bencor Withdrawal Forms online can seem challenging, but this guide will simplify the process for you. By following the steps outlined below, you will be able to accurately fill out the necessary information and submit your request with confidence.

Follow the steps to complete your form effectively.

1. Press the ‘Get Form’ button to obtain the Bencor Withdrawal Forms and open the document in your preferred digital editor.
2. Begin by entering your account information in Section 1. Provide your name as it appears on your account, mutual fund name, account number, address, social security number, date of birth, and daytime phone number. Ensure that the information matches your records as any changes will affect all accounts registered under your social security number.
3. In Section 2, select the type of distribution you require. You can choose between normal distribution, premature distribution, substantially equal periodic payments, and others. Make sure to read any warnings regarding fees or penalties that may apply.
4. Move to Section 3 to specify your distribution instructions. Choose whether you wish to liquidate your entire account or make a one-time distribution. Enter the specific amounts or shares you wish to withdraw and provide instructions for how the funds should be handled.
5. In Section 4, indicate your delivery preferences. Select the method of delivery for your distribution funds, whether it is via regular mail, overnight mail, direct deposit, or wire transfer.
6. Provide your bank information in Section 5 if you are opting for direct deposit or wire transfer. Attach a voided check if necessary and indicate whether you are adding new bank information or confirming existing details.
7. In Section 6, make your tax withholding election. You can choose to have taxes withheld at the standard rate or specify a different percentage. Remember to consider your tax obligations carefully.
8. Finally, sign the form in Section 7. Include the date and ensure that any required signature guarantees are obtained if applicable. If someone other than yourself is signing, specify their relationship to the account.
9. Once you have completed all sections, review the form for accuracy. Save changes, download the filled-out form, or print it for submission as needed.

Take the next step toward managing your retirement by completing the Bencor Withdrawal Forms online today!