Get Raymond James Forms

Filling out the Raymond James Forms online can be a straightforward process when approached step-by-step. This guide aims to provide you with clear, detailed instructions to ensure you complete the form accurately and efficiently.

Follow the steps to complete the Raymond James Forms online

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your participant information in Section 1. Fill in your name, Social Security Number (SSN), date of birth (DOB), along with your beneficiary's name, SSN, and DOB. Ensure all fields are accurately completed to avoid processing delays.
3. In Section 2, select your distribution election (A, B, or C). Carefully read the options and make your choice by checking the corresponding box. If you are opting for a direct rollover, specify the details in Section 3.
4. If you selected option (A) or (B) in Section 2, proceed to Section 3. Provide the required information for your direct rollover. Ensure to attach any necessary transfer forms and enter the appropriate account information.
5. For option (B), specify the amount you wish to pay to the rollover account and how much you want to receive in cash. Make sure to complete the payment method details in Section 4.
6. If you chose a lump sum cash payment in option (C), provide the payment information in Section 4 as well. Include your banking details or select to receive a check at your home address.
7. Complete Section 5 for income tax withholding, indicating any additional withholdings if necessary. Be mindful of the minimum required tax withholdings.
8. In Section 6, if you choose to waive the minimum notice period, confirm your consent by signing the acknowledgment statement.
9. Finally, in Section 7, sign and date the form. Review all sections for completeness before submission.
10. Once completed, save your changes, download the form for your records, and consider printing it out or sharing it as necessary. Submit the form via mail or fax to the provided contact information.

Complete your Raymond James Forms online today for efficient processing.