Get Bb T Benefits Plantrac

This guide provides clear and structured instructions on how to fill out the Bb T Benefits Plantrac online. By following these steps, users can efficiently navigate the form and ensure all necessary information is submitted correctly.

Follow the steps to complete your Bb T Benefits Plantrac form.

1. Press the ‘Get Form’ button to access the Bb T Benefits Plantrac form and open it in your desired editor.
2. Fill in Section 1 with your personal information. Include your full name, Social Security number, daytime phone number, date of birth, mailing address, and, if applicable, your permanent street address.
3. In Section 2, specify the type and amount of withdrawal you are requesting. Select either the maximum available amount or a specific dollar amount, making sure not to check both options.
4. For Section 3, indicate how you want the distribution to be paid, choosing between a lump sum, direct rollover, or a partial payment.
5. If applicable, complete Section 4 by indicating whether you wish to receive shares of stock or cash from the BB&T Common Stock Fund or ESOP Stock.
6. In Section 5, provide your bank details if you have selected to receive your payment via direct deposit and complete the authorization.
7. If opting for a rollover, complete Section 6 by providing the details of the rollover institution and specifying how you wish the funds to be divided between rollover options.
8. Section 7 is for individuals with a Roth In-Plan Rollover account; only complete this section if you are requesting a payment from this account.
9. Finally, sign and date Section 8 in the presence of a notary public to complete the form.
10. Return all pages of the completed form to BB&T via the specified submission method.

To begin, access the Bb T Benefits Plantrac form online and follow these steps to ensure a smooth submission.