Get Cstda03842e 0817 Page 1 Of 4

Filling out the CSTDA03842E 0817 Page 1 of 4 withdrawal request form online is a straightforward process. This guide will provide you with step-by-step instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to fill out your withdrawal request form online.

1. Click the ‘Get Form’ button to obtain the withdrawal request form and open it in your online editor.
2. In the 'Account information' section, provide your Social Security Number or Taxpayer Identification Number, account number, name, telephone number, name of the beneficiary, beneficiary's Social Security Number or Taxpayer Identification Number, and your mailing address including city, state, and zip code.
3. In the 'Reason for withdrawal' section, choose one option from the six provided. Ensure that your selection corresponds with how you intend to use the withdrawal.
4. Next, indicate the 'Amount of withdrawal'. Select either to withdraw the full balance or specify a partial amount. If choosing a partial amount, ensure that the specific amounts from your investment options are correctly noted.
5. In the 'Signature' section, provide your signature, date, and ensure you acknowledge and agree to the terms and conditions outlined. This is a necessary step for the form to be valid.
6. If applicable, complete the 'Medallion Signature Guarantee' section. This is required if your account owner or address has changed within the last ten business days.
7. After completing all sections, you can either type in your information and print the completed form, or print clearly in capital letters using black ink. Then, save your changes if using online tools, otherwise mail the printed form to the provided address.

Start filling out your CSTDA03842E 0817 Page 1 of 4 withdrawal request form online today.