Bright directions forms 2026

1. Click ‘Get Form’ to open the bright directions withdrawal request form in the editor.
2. Begin by entering your current account information. Fill in your account number, legal name, Social Security Number or Taxpayer Identification Number, daytime phone number, and the beneficiary's details.
3. Select the type of withdrawal you wish to make by checking either 'Qualified Withdrawal' or 'Non-Qualified Withdrawal'. Review the definitions provided to ensure you choose correctly.
4. Indicate the amount of withdrawal. Choose between total account balance, total balance and close account, or partial liquidation. If opting for partial liquidation, specify the amount or select specific fund portfolios.
5. Complete payment instructions by selecting whether you want a check payable to yourself or the beneficiary, or if you prefer an electronic funds transfer. Fill in all required bank details if applicable.
6. Sign and date the authorization section to confirm that all information is accurate and that you understand the tax implications of your withdrawal.

Start filling out your bright directions forms today for free using our platform!