Get 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Section A, where you will enter your Employer Information. Fill in the Employer Name and Contract/Account Number accurately.
3. Proceed to Section B for Personal Information. Here, provide your Social Security Number, Date of Birth, First Name, Last Name, Mailing Address, City, State, Phone Number, Zip Code, and Email Address.
4. In Section C, select the Reason for Rollover and choose your Rollover Options. Specify amounts or percentages as needed.
5. Complete Section D by selecting your Payment Options for Rollovers. Ensure you check the appropriate box for how you want to receive funds.
6. Fill out Section E regarding Tax Withholding Election if applicable. Indicate any federal or state tax withholding percentages.
7. Sign and date in Section F to confirm that all information is correct before submitting the form.

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