Get University Of South Florida Distribution Request Form 2011-2025

Filling out the University Of South Florida Distribution Request Form online is a straightforward process designed to ensure proper handling of your distribution. This guide offers step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to complete your distribution request form online.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online environment.
2. Provide your participant information in section one. This includes your name, telephone number, mailing address, city, state, zip code, email address, date of birth, and social security number. Ensure that all details are accurate and clearly printed for reliable delivery.
3. In section two, indicate the reason for your distribution by marking one of the options. The choices include termination, retirement, disability, or death. If selecting death, remember to attach a certified copy of the death certificate and complete the beneficiary information.
4. For section three, choose the form of distribution by marking one of the options. Options include distribution in cash, direct rollover to a traditional IRA, direct rollover to a Roth IRA, or direct rollover to an eligible qualified retirement plan. If opting for a rollover, attach a separate page that includes the necessary account number and custodian information.
5. Complete section four by signing as either the participant or the beneficiary, depending on your relationship to the account. Confirm you have read the 'Special Tax Notice Regarding Plan Payments' and assert that the information you provided is accurate.
6. Once all sections are completed, save your changes. You may choose to download, print, or share the form as needed. Ensure that the completed form is sent to BENCOR Administrative Services at the address provided.

Complete your distribution request form online today to ensure timely processing of your request.