Get Keating & Associates Distribution Request Form 2022-2025

Filling out the Keating & Associates Distribution Request Form online is a straightforward process that allows users to manage their distribution requests efficiently. This guide offers step-by-step instructions to help you complete each section of the form accurately.

Follow the steps to successfully complete the distribution request form.

1. Press the ‘Get Form’ button to obtain the form and access it in your preferred online platform.
2. Begin with Section 1 — Participant Information. Enter your name, social security number (SSN), date of birth (DOB), and the beneficiary's information. Be sure to provide a valid address, phone number, and email.
3. In Section 2 — Participant Identification, attach a copy of your photo I.D. This step is essential for verification purposes.
4. Move to Section 3 — Election. Choose the distribution option that applies to your situation. Review the special tax notice prior to making your selection and be mindful of the $30 withdrawal fee for rollovers and cash distributions.
5. If you chose (A) or (B) in Section 3, complete Section 4 — Information for Direct Rollover. Specify whether you prefer a check or an electronic funds transfer and provide the necessary account details.
6. If you selected (B2), (B3), or (C) in Section 3, proceed to Section 5 — Information for Non-Rollover. Here, you also need to indicate your payment preference using similar methods as in Section 4.
7. In Section 6, provide the necessary information about income tax withholding. Ensure that you are aware of the minimum withholding rates and specify any additional amounts if needed.
8. Review Section 7 — Waiver of Minimum Notice Period. If you consent to immediate distribution, ensure you mark the section accordingly.
9. In Section 8 — Participant Signature, sign and date the form, acknowledging that you understand the implications of your request.
10. Finally, save your changes, then download, print, or share the completed form as necessary.

Complete your Keating & Associates Distribution Request Form online today.