Get Withdrawing Your Ctrb Member 's Deposits - Beaunion.org

This guide provides clear and concise instructions on how to fill out the form for withdrawing your CTRB member's deposits. Completing this form correctly ensures a smooth process for your refund.

Follow the steps to successfully complete your withdrawal application.

1. Click ‘Get Form’ button to obtain the form and access it in the editor.
2. Begin by completing Section A of the Application for Withdrawal of Member's Deposits. Provide your full name, last four digits of your Social Security number, street address, email, city, state, zip code, phone number, and the name of your last employing board of education. You will also need to indicate your chosen method for the refund—either a direct rollover or a direct payment to yourself.
3. In Section A, choose whether you want the taxable portion of your refund to be rolled over directly to another qualified plan or issued to you directly. If opting for direct payment, specify the amount you want withheld for Connecticut state income tax.
4. Sign and date Section A to certify that the information you provided is true and correct.
5. If you were employed in Connecticut during the last three years, Section B must be completed by the Superintendent of Schools at your last employing board. Ensure that they certify your status as an inactive member and include relevant dates of contributions and employment.
6. If you are electing a direct rollover, complete Section C by providing your personal information again, including any relevant custodian or trustee details in Section D that must be filled out by them.
7. Once both pages of the form are fully completed, forward them to your chosen custodian or trustee for processing if applicable. Otherwise, send the completed form directly to CTRB at the specified address.
8. After submitting, you may need to wait for up to two months for your refund check to be processed. You can follow up with CTRB to ensure that all requirements have been met.

Complete your document online smoothly and ensure all information is accurately submitted for prompt processing.