Get Retirement Account Redemption Request - Thrivent Mutual Funds - Mf28938. You Can Use This Form To

Filling out the Retirement Account Redemption Request form is essential for managing your investment distributions effectively. This guide provides step-by-step instructions to help users navigate the form with confidence.

Follow the steps to complete your redemption request.

1. Click ‘Get Form’ button to access the Retirement Account Redemption Request - Thrivent Mutual Funds - MF28938 document.
2. Provide your Member ID and Fund/Account number at the top of the form to identify your account.
3. In Section 1, enter your full name, including first, middle, last name, and any applicable suffix.
4. In Section 2, specify the redemption amount by selecting either dollars, number of shares, or a percentage of your account balance.
5. Move to Section 3 and choose your distribution options, including whether to have the funds sent via check or electronic funds transfer. If choosing electronic transfer, complete the necessary bank information.
6. If applicable, answer the question in Section 4 regarding whether this distribution is due to death and complete the required beneficiary information if it applies.
7. In Section 5, indicate your preferences for federal and state income tax withholding, if any, by checking the appropriate boxes and providing specific amounts if desired.
8. Complete Section 6 only if you are requesting a 403(b) redemption, certifying that a distributable event has occurred.
9. If required, provide a Medallion Signature Guarantee or Notary Seal in Section 8 for validation.
10. In Section 9, review and sign the agreement, certifying that you have read and understood the disclosures provided.
11. Once all sections are completed, users can save changes, download, print, or share the form as needed.

Complete your Retirement Account Redemption Request form online to ensure your distribution is processed efficiently.