Get Claim For Annuity Savings Account Distribution ... - State Of Indiana

This guide provides comprehensive instructions on how to complete the Claim For Annuity Savings Account Distribution form for individuals applying as beneficiaries or estates in the State of Indiana. By following these steps, users can ensure their application is accurately submitted online.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the member's information including the Social Security Number, date of death, and full name.
3. Provide the applicant's information such as the Social Security Number or tax identification number, date of application, full name, date of birth or date the estate was opened, address, home telephone number, other telephone number, and email address.
4. Select the federal tax withholding elections. You must indicate whether you wish to withhold 20% for beneficiaries or 10% for estates and if you want to elect additional amounts to be withheld.
5. Choose the state tax withholding elections if applicable. Specify if you are an Indiana resident and wish to have Indiana state income tax withheld.
6. Select your preferred payment option for the Annuity Savings Account. Options include a lump-sum payment, a series of payments, or a direct rollover to an IRA.
7. Complete the inheritance tax certification section by providing the decedent's name, Social Security Number, and address.
8. Sign the applicant affidavit to confirm that the information provided is true and complete, and date your signature.
9. Have your application notarized as required. Ensure that all information is provided accurately.
10. Return the completed form directly to the Public Employees’ Retirement Fund, ensuring to include all necessary documents, but do not send the instruction pages.
11. After submitting the form, you can save any changes in your records, download a copy for your files, print the form if needed, or share it with relevant parties.

Complete and submit your documents online to ensure a smooth processing of your annuity savings account distribution.