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Click ‘Get Form’ to open the state 98214 03 document in the editor.
Begin by filling out Section A, which requires your personal information. Ensure you provide your full name, Social Security Number, and date of birth accurately.
In Section B, select your reason for withdrawal. You must choose only one option that best describes your situation.
Proceed to Section C to specify the type of withdrawal you are requesting. Indicate whether it is a one-time payment or a rollover and enter the desired amount.
Complete Section D by providing details about where you want your withdrawal sent, including the name of the trustee or custodian and their mailing address.
In Section E, choose how you would like your withdrawal delivered—options include check by mail or direct deposit. Make sure to follow any additional instructions provided.
Finally, review Sections G and H for signatures and consent. Ensure all required signatures are obtained before submitting the form.
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