Get Ri 38-117 2011-2026

The RI 38-117 form, known as the rollover election form, allows users to elect how they want their lump sum payment processed. Completing this form accurately is essential, as any mistakes may delay your payment or lead to undesired tax implications.

Follow the steps to fill out the RI 38-117 online successfully.

1. Click ‘Get Form’ button to start the process of obtaining the RI 38-117 form in the editor. This action allows you to access the necessary documents tailored to your needs.
2. Part 1 is designated for use by former employees and retired employees. Enter your name, claim number, and social security number in the required fields.
3. If applicable, proceed to Part 2 for use by surviving spouses, former spouses, and designated beneficiaries. Fill in your name, claim number, the name of the deceased employee or annuitant, your social security number, and the social security number of the deceased.
4. In Part 3, make your rollover election by selecting one of the options. If you choose Option A, indicate that you want the entire lump sum paid to you and acknowledge the federal income tax withholding. For Option B, specify the amounts and institutions where the funds should be rolled over.
5. Complete your mailing address if you are not enrolled in the direct deposit program. If it is a new address, ensure that it reflects your current mailing details.
6. Affix your signature to certify your election and acknowledge your understanding of the associated tax implications and restrictions. Also, indicate the date, daytime telephone number, and email address.
7. If you selected Option B, direct a representative from the financial institution or eligible employer plan to complete Part 4. Ensure they certify the account information and agree to accept the rollover.
8. Once you have filled out all applicable sections and ensured all information is accurate, save your changes to the document. You can then download, print, or share the form as needed.

Begin completing your RI 38-117 form online for a seamless rollover process.