Get 100380 Ml Select Withdrawal Request Form_final - Irving Institute ... - Irvinginstitute Columbia

This guide provides clear, step-by-step instructions to help you successfully complete the 100380 ML Select Withdrawal Request Form_FINAL from the Irving Institute. By following these directions, you can ensure that all necessary information is accurately provided for your withdrawal request.

Follow the steps to complete your withdrawal request form efficiently.

1. Click the ‘Get Form’ button to obtain the form and open it for editing.
2. Begin by filling out the Current Account Information section. Provide details about yourself as the Participant and your Designated Beneficiary, including their name, address, and Social Security number.
3. Proceed to the Payment Instructions section. Choose how the funds will be distributed (to you, the Designated Beneficiary, an Eligible Institution, or for rollovers) and specify the method of payment, including whether a wire transfer is requested.
4. In the Source and Amount of Withdrawal section, indicate whether your withdrawal is due to the death or disability of the Designated Beneficiary. Choose between a full or partial withdrawal and specify the exact dollar amount you wish to withdraw from each Portfolio.
5. Sign and date the form in the Signature section to certify the accuracy of the information provided.
6. Follow the provided mailing instructions carefully to ensure your request is processed without delays.
7. Finally, save your changes, download a copy of the filled form for your records, and print or share it as necessary.

Complete your 100380 ML Select Withdrawal Request Form online today to ensure timely processing of your withdrawal.