Get B-4form 11-09.doc - Sdrs Sd

Filling out the B-4form 11-09.doc - Sdrs Sd is an essential process for applying for a refund from the South Dakota Retirement System. This guide provides step-by-step instructions on how to complete the form online, ensuring you provide all necessary information accurately and efficiently.

Follow the steps to complete the B-4form 11-09.doc - Sdrs Sd online.

1. Begin by clicking the ‘Get Form’ button to access the B-4form 11-09.doc - Sdrs Sd. This action will open the form in your editing interface.
2. Section 1 requires you to provide your member information. Enter your Social Security number, last name, first name, middle initial, maiden name if applicable, daytime telephone number, street address or PO Box, city, state, and zip code. Be sure to print or type all items clearly.
3. In Section 2, fill out your mailing address if it differs from the information provided in Section 1. Include the street address or PO Box, city, state, and zip code, along with the effective date for the mailing address.
4. Section 3 asks for your job information. Indicate the name of your prior SDRS employer and the date your employment ended in the format month/day/year.
5. In Section 4, select the type of refund benefit you wish to receive by checking one of the three options. Take time to consider the tax implications related to your choice. The options include direct rollover to a qualified retirement plan, partial rollover with some funds paid to you, or direct payment to you. Make sure to read the enclosed IRS notice for guidance.
6. If you opted for a direct rollover in Section 4, complete Section 5 by providing the details of your financial institution, including the account number, and choosing the appropriate rollover type, whether it be to a traditional IRA, Roth IRA, or another retirement plan that accepts rollovers.
7. Section 6 deals with authorization for direct deposit of payment if you chose a direct payment option. Indicate whether you authorize direct deposit by selecting 'Yes' or 'No', and if 'Yes', attach a voided check or savings deposit slip. Specify the type of account as checking or savings.
8. In Section 7, you must provide your signature and date, confirming your application for a refund. Ensure that you have received the complete SDRS Refund Packet.
9. If applicable, Section 8 requires your spouse’s signature, agreeing to the withdrawal and acknowledging the impact on survivor benefits. They must also date the signature.
10. Finally, review all entered information for accuracy. You can then save changes to your form, download it for personal records, print a physical copy, or share the form as needed.

Take action today by completing your B-4form 11-09.doc - Sdrs Sd online to ensure your SDRS refund benefit is processed swiftly.