Get U3 Form

The U3 Form is essential for individuals seeking to make decisions about retirement distributions in the Public Safety Personnel Retirement System. This guide will walk you through the online process of completing the form accurately and efficiently.

Follow the steps to complete the U3 Form online.

1. Click ‘Get Form’ button to obtain the U3 Form and open it in your browser.
2. Begin by entering the name of the recipient in the designated field. This should include the person’s full legal name as it appears on their identification.
3. Next, provide the date of retirement or death. Ensure that this date is accurate as it may affect the distribution.
4. Enter the social security number (SSN) of the recipient in the specified box. This information is vital for processing the form.
5. If applicable, provide the name of the member if the recipient is an ex-spouse. This will help in identifying the connection to the retirement benefits.
6. In Section 1, select one distribution type by checking the appropriate box: DROP, DROP Beneficiary, or Lump-Sum Death Benefit.
7. In Section 2, select the distribution method by checking one option: either a total lump sum payment to the recipient or a rollover to a specified financial institution.
8. If choosing the total lump sum option, confirm your understanding of the mandatory federal tax withholding and the potential early withdrawal penalty. Sign in the signature area provided.
9. If opting for a rollover, list the names of the financial institutions in the designated fields, indicating a specific amount or 'ALL' to rollover.
10. Finally, provide your signature in the required section. Remember, an electronic signature is not accepted, so ensure to print and physically sign the document.
11. Review all entered information for accuracy. Once confirmed, save the changes, download a copy for your records, print if needed, or share the form as necessary.

Complete your documents online today for a smoother retirement distribution process.