Get 09 03 Request For Withdrawal From Drop Ibo Form

The 09 03 Request For Withdrawal From Drop Ibo Form is essential for members wishing to withdraw funds from their DROP/IBO accounts held at LASERS. Filling out this form accurately is crucial to ensure a smooth transaction. This guide provides step-by-step instructions for completing the form online, making the process more accessible for all users.

Follow the steps to complete the withdrawal request form online.

1. Click the ‘Get Form’ button to obtain the form and open it in your online editor.
2. In the first section, enter the payee information. Fill in the first name, middle name, last name, social security number, and today's date. Also, include your mailing address, city, state, zip code, daytime and evening phone numbers, email address, and date of birth.
3. Proceed to the general information section. Carefully read the instructions and the special tax notice regarding plan payments provided in the accompanying documents. Ensure you understand the withdrawal types and options available.
4. For the method of withdrawal section, select only one option: account rollover, lump sum payment, or one-time withdrawal. If selecting account rollover, specify the financial institution and attach the necessary Form 2-1A to avoid delays. For a one-time withdrawal, indicate the amount and understand the tax implications. If continuing with monthly withdrawals, indicate the amount you wish to receive each month.
5. Sign the form in the member signature section to confirm your chosen method of withdrawal. Ensure the date is accurate.
6. Review the completed form for accuracy and completeness. Once satisfied, you can save your changes, download, print, or share the form as needed.

Complete your request for withdrawal from DROP IBO accounts online by following these instructions carefully.