Get Pension/annuity Verification

Filling out the Pension/Annuity Verification form online is a straightforward process that ensures accurate reporting of your financial information. This guide provides detailed steps to help you complete the form efficiently.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to access the document and open it for editing.
2. Begin by entering your name and social security number in the appropriate fields to identify yourself clearly on the form.
3. Read the section titled 'Permission for Release of Information' carefully. If you wish to authorize the release of your information, sign and date this section.
4. Move to the area designated for the 401K administrator. Verify if you have access to funds while employed by selecting 'Yes' or 'No'. If you select 'Yes', provide the amount available for withdrawal in the specified field.
5. Complete the fields for current market value of the account and the penalty for withdrawal with accurate information.
6. Indicate the annual dividends or current annual yield in the provided section.
7. Have the 401K administrator sign and print their name, title, and address in the allocated space. Ensure that the date and telephone number are also filled out.
8. Once all information is completed, review the document for accuracy. At the end, you can save changes, download, print the form, or share it as needed.

Complete your Pension/Annuity Verification online today for a seamless experience.