Get Conseco Fair Fund Reissue Request Form Ira Record

The Conseco Fair Fund Reissue Request Form IRA Record is designed for individuals who have received a check issued to their IRA but no longer maintain an IRA. This guide provides clear instructions on how to complete this form online, ensuring a smooth and efficient process.

Follow the steps to fill out the Conseco Fair Fund Reissue Request Form IRA Record online

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Complete Section A by providing your accountholder information, including your name, date of birth, Social Security Number (SSN) or Employer Identification Number (EIN), street address, email address, and phone numbers. Make sure all entries are accurate and up to date.
3. In Section B, check the box only if you are electing no federal income tax withholding from your distribution. If you do not check this box, a 10% withholding will automatically apply.
4. Proceed to Section C where you must sign and date the form. Ensure your signature matches the name provided in Section A.
5. Review all the information you have provided to confirm its accuracy. You are responsible for any errors made in this section.
6. Once you have completed all sections, save your changes, and download or print the form as needed before mailing.
7. Mail the signed form and a voided check to the Fund Administrator at the address specified in the instructions. Ensure that it is postmarked on or before the end of the appeal filing period.

Complete your form accurately and efficiently online now.