DISTRIBUTION REQUEST Distributions from a Multi-Year Enhanced Fixed Term may be subject to a market 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the CLIENT INFORMATION section. Enter your name, SSN or Tax ID, daytime phone number, and date of birth accurately.
3. In the DISTRIBUTION REQUEST section, specify the amount you wish to withdraw due to severe financial hardship. Indicate if you want taxes included and what percentage above your unforeseeable amount you would like.
4. Select how you want the distribution processed: either pro-rata against all funds or specify amounts/percentages for each fund. Clearly indicate account numbers for withdrawal.
5. Provide a reason for your distribution by checking the appropriate box(es) that describe your financial hardship.
6. Complete the INCOME TAX WITHHOLDING INFORMATION section, indicating whether you want federal and state taxes withheld.
7. Fill in DELIVERY INSTRUCTIONS based on your banking preferences for receiving funds.
8. Ensure PLAN ADMINISTRATOR APPROVAL is completed if required by your employer’s plan before submitting.

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