Get Withdrawal Request - Pioneer Funds

This guide provides clear and comprehensive instructions for completing the Withdrawal Request form for your Pioneer 403(b) account. Follow these steps to ensure a smooth withdrawal process.

Follow the steps to fill out your Withdrawal Request effectively.

1. Press the ‘Get Form’ button to obtain the Withdrawal Request form and access it in an editor.
2. Begin by providing your participant information. Include the plan name, your account number or plan ID number, your full name, last four digits of your Social Security number, street address, city, state, and zip code, birthdate, and telephone number.
3. Complete the employer authorization section. This is crucial; failure to complete it will result in your request being rejected. Input the name of your 403(b) employer, recordkeeper or 403(b) administrator, contact person, their telephone number, and address. Ensure you certify that the required conditions are met and provide an authorized signature along with the date.
4. Select the reason for your withdrawal by checking one of the boxes provided. Options include termination of employment, age criteria, disability, military reservist status, or being a beneficiary.
5. In the withdrawal amount section, indicate the amount you want to withdraw and check the applicable options for gross or net amounts. Choose whether to make a total withdrawal, total inherited withdrawal, or partial withdrawal, and provide the necessary details.
6. Fill in the withholding election if applicable. Understand that mandatory federal tax withholding applies to eligible rollover distributions if directly received. Indicate if you wish to have additional withholding.
7. Choose your payment options from the available choices. Specify whether you want a direct rollover, check payment, payment to a bank account, or other options as per your preference.
8. Sign and date the form, acknowledging your authorization for the distribution or rollover specified above. Ensure that you have completed all necessary fields.
9. If required, obtain a Medallion Signature Guarantee. This is necessary under certain circumstances, as detailed in the form.
10. Review all the information provided for accuracy. Once complete, save your changes, and proceed to download, print, or share the form as needed.

Complete your documents online today for a seamless withdrawal process.