Get Ut Urs Drwd-12 2017-2025

Filling out the UT URS DRWD-12 form online is an essential step for users looking to request a withdrawal from their Utah Retirement Systems Roth IRA. This guide provides a clear step-by-step process to help you navigate each section with confidence.

Follow the steps to effectively fill out the UT URS DRWD-12 form.

1. Click the 'Get Form' button to access the UT URS DRWD-12 form and open it in your online editor.
2. Begin with Section A - General Information. Enter your Social Security number or account number, name (first, middle, last), mailing address, and daytime phone number. Ensure that all information is printed clearly.
3. In Section B - Distribution Due to Disability, check the box if you are disabled. Be prepared to provide any required documentation if necessary.
4. Proceed to Section C - Payout Date. Indicate your preferred payout date by selecting 'As soon as possible' or providing a future date.
5. Move to Section D - Withdrawal Options. Choose one of the options: full balance, partial balance (indicate the amount), or select a periodic distribution schedule (monthly, quarterly, semiannually, or annually). If you select equal payments based on years, specify the amount and projected rate of return.
6. In Section E - Tax Withholding Election, decide on federal income tax withholding. Initial if you elect no withholding, or leave it blank if you would like the default withholding to apply.
7. Finally, complete Section F - Signature and Notarization. Sign and date the form, and have it notarized if required. Make sure to review the notary requirements as outlined in the instructions.
8. After you have filled out all sections, you can save changes, download, print, or share the completed UT URS DRWD-12 form.

Complete your documents online today to ensure a smooth withdrawal process.