Get Separation From Employment Withdrawal Request Governmental 457(b) Plan County Of Los Angeles

This guide provides clear, step-by-step instructions for users on how to fill out the Separation From Employment Withdrawal Request for the Governmental 457(b) Plan of the County of Los Angeles. Whether you are familiar with similar processes or approaching this for the first time, this guide will support you in completing your withdrawal request accurately and efficiently.

Follow the steps to successfully complete your withdrawal request.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. In Section A, provide your personal information. Complete all required fields including your Social Security Number, name, date of birth, marital status, employment department, email address, and contact numbers. Use black or blue ink for clarity when completing this section.
3. In Section B, specify your reason for withdrawal by selecting one option. Ensure you also include the date of separation from employment. Remember, confirmation of your separation from employment is required and may take up to 60 days.
4. Section C requires you to indicate what type of withdrawal you are requesting. Options include one-time withdrawals, direct rollovers, or periodic installment payments. Indicate the amount for each withdrawal type clearly and refer to the Withdrawal Guide for details.
5. If you are submitting a rollover or an annuity purchase request in Section D, fill out the Trustee/Custodian/Provider information correctly to ensure funds are sent to the correct location.
6. In Section E, select your preferred delivery method for receiving your funds. Options include regular mail, express delivery, or direct deposit. Be aware of any associated fees for your chosen delivery method.
7. In Section F, determine how your income taxes will be withheld. Review the relevant tax forms and ensure any necessary documents are attached to avoid penalties.
8. Section G needs your signatures and any required notarization. Confirm that your signature matches the one on your account file to avoid processing delays.
9. Finally, in Section H, review instructions for sending the completed form. You may choose to fax it or mail it to the given addresses. Ensure all signatures are obtained before submission.
10. Once completed, users can save changes, download, or print the form as needed.

Begin your withdrawal request process online today for a smooth transition.