Get Thrivent 28e 2021-2025

Filling out the Thrivent 28E form can be a straightforward process when you have clear guidance. This document serves as a comprehensive guide to help you complete the Thrivent 28E online, ensuring that all necessary information is accurately provided.

Follow the steps to successfully complete your Thrivent 28E form.

1. Click ‘Get Form’ button to access the Thrivent 28E and open the document for editing.
2. Begin with the Claimant Information section. Fill in your name, Thrivent ID, date of birth, contact information, and relationship to the deceased. Ensure all details are accurate to avoid delays.
3. Provide the Deceased Information by including the deceased’s name and Thrivent ID, ensuring that the information matches official records.
4. Move on to Claim Distribution. Select your desired claim distribution options. If applicable, complete the sections for different types of financial products or accounts.
5. In the Claim Payment Option section, indicate how you prefer to receive your payment. You can select options like check or direct deposit, making sure to fill in any required banking details.
6. Complete the Required Minimum Distribution section if necessary, detailing RMD amounts and contract numbers.
7. Fill out the Withholding section, where you can choose whether you want to have federal or state tax withheld from your distributions.
8. Enter Additional Information if there are any specifics regarding your claim that need to be noted.
9. For the Beneficiary Designation section, provide details about any beneficiaries you wish to designate, including their names, relationships, and contact information.
10. Sign and date the document in the Signatures section, ensuring that your signature matches the name provided earlier in the form.
11. If applicable, provide information for any Financial Professional involved in the claim process, including their signature if required.
12. Once all sections are filled out, review your completed form for accuracy, then save changes, download, print, or share the form as needed.

Complete your Thrivent 28E form online today to ensure a smooth claims process.