Get Ameriprise Form 200702

Filling out the Ameriprise Form 200702 online is an essential process for individuals looking to request distributions from their 403(b) TSA/TSCA accounts. This guide provides a clear step-by-step approach to ensure that you complete the form accurately and efficiently.

Follow the steps to successfully complete your form online.

1. Press the ‘Get Form’ button to retrieve the Ameriprise Form 200702, opening it in your editor.
2. Read the instructions carefully provided within the form, paying close attention to the distribution request requirements.
3. In Part 1, indicate the type of transaction you are requesting from your account. Ensure you select the correct option that corresponds to your situation.
4. Proceed to Part 2 to specify the qualifying event that allows your distribution. This event must be verified by your employer or their designated administrator.
5. Complete Part 3 by entering the specific amount you wish to distribute from your account, following the guidelines for each subsection.
6. Fill out Part 4, where you can indicate your payment and delivery preferences, including any fees for expedited services.
7. If applicable, complete Part 5 for direct rollover or Roth conversion instructions, ensuring to provide any necessary details.
8. In Part 7, document your financial hardship situation, including any required supporting documentation if this applies to you.
9. Complete Part 8 if you are requesting a TSCA divorce distribution, including any additional documents that may be required.
10. Fill out Part 9 regarding income tax withholding to specify your preferences based on the type of distribution you are requesting.
11. Sign and date Part 10 to acknowledge your request, ensuring any required approvals from your plan sponsor are in place.
12. If necessary, have the document notarized in Part 12 to meet any regulatory requirements.
13. After reviewing all entries, you can save changes, download the completed form, print, or share it as needed for your records.

Complete your documents online now for a seamless experience!