Get Ira/qualified Plan Distribution Request Form - William Blair Funds

Filling out the IRA/Qualified Plan Distribution Request Form can be a straightforward process when you know what information to provide. This guide will walk you through the necessary steps to complete the form online, ensuring your application is correct and complete.

Follow the steps to fill out your distribution request form online.

1. Press the ‘Get Form’ button to access the distribution request form and open it in your preferred online editing platform.
2. In Section 1, provide your account information including your name, mutual fund name, account number, and other personal details such as social security number and address. Ensure the name matches the registration on your account.
3. Select the type of distribution you are requesting in Section 2. Carefully read the options and choose the one that applies to your situation, such as normal distribution or premature distribution.
4. Enter your distribution instructions in Section 3. Specify whether you want a one-time distribution or periodic distributions, and fill in the amounts or shares as applicable.
5. In Section 4, provide delivery instructions for how you would like to receive your funds. You can choose options such as a check, direct deposit, or wire transfer.
6. If changing bank information, attach a voided check in Section 5. Make sure to indicate whether your account is a checking or savings account.
7. Complete the tax withholding election in Section 6 by indicating whether you want taxes withheld from your distribution, and the percentage if applicable.
8. Sign and date the form in Section 7. If necessary, provide a signature guarantee, especially if you are making changes to banking instructions or sending your distribution to an alternate address.
9. Review the entire form to ensure all information is accurate and complete before submitting. Once satisfied, save your changes, and download or print the document for your records.

Get started on completing your IRA/Qualified Plan Distribution Request Form online today!