For Every Action, There Is a ReactionStrategy. People ... 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the Owner/Participant Information section. Enter your Contract/Certificate number, Owner/Plan name, and Taxpayer Identification Number (SSN/ITIN/EIN). Ensure all details are accurate.
3. In the Distribution Instructions section, select how you want the proceeds paid. Options include direct payment to yourself or a rollover to another account. Complete any necessary fields based on your choice.
4. If applicable, complete the Additional Elections section to specify any future processing dates or optional provisions like Nursing Home Waiver.
5. Review the Withholding Election & Tax Reporting Information section carefully. Make your selections regarding federal and state tax withholding as needed.
6. Sign and date the Agreements & Signatures section. Ensure all required signatures are included, especially if there is a Joint Owner or Plan Participant involved.
7. Finally, submit your completed form via email or mail as instructed in the submission guidelines provided at the end of the document.

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