Get Portico 500-264 2012-2026

Filling out the Portico 500-264 form is an essential step for members of the ELCA Retirement Plan who wish to request a withdrawal or rollover of their retirement funds. This guide will provide clear and concise instructions to help ensure that you navigate the online form effectively.

Follow the steps to successfully complete the Portico 500-264 form online.

1. Click the ‘Get Form’ button to obtain the Portico 500-264 form and open it in your preferred online editor.
2. Enter your personal information in Section A. This includes your legal name, Social Security number, and Member ID. Indicate your marital status by selecting one of the options provided.
3. In Section B, select the type of payment you wish to request. Check whether it is a one-time payment or periodic payments and fill in the requested amount.
4. Also in Section B, choose the distribution method. Specify if you prefer a check, direct deposit, or a direct rollover. For direct deposits, complete the required bank information including the account number and routing number.
5. Move to Section C to indicate the type of money for your withdrawal. Specify the amount or percentage from employer contributions and any other types of money you wish to withdraw.
6. If applicable, complete Section D regarding federal tax withholding election, especially if you are a pastor. You may opt out of withholding by checking the appropriate box.
7. Complete Section E if your request exceeds $20,000 and you are married. This section requires your spouse's consent, which must include their signature and date.
8. Finally, sign Section F to certify the information you've provided. Confirm you’ve received the Special Tax Notice and understand the implications of the withdrawal.
9. Once completed, submit the form according to the instructions, ensuring not to mail it to Portico Benefit Services to avoid delays.

Get started today by filling out your Portico 500-264 form online.