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Please select either OPTION A or OPTION B below 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by filling out the CLIENT INFORMATION section. Enter your name, SSN or Tax ID, daytime phone number, and date of birth in the designated fields.
- In the DISTRIBUTION REQUEST section, select either OPTION A (WITHDRAWAL) or OPTION B (SURRENDER). Ensure you only select one option to avoid delays.
- If you choose OPTION A, specify the account(s) from which you wish to withdraw funds and indicate the amount or percentage for each fund. If no specifics are provided, funds will be withdrawn in a predetermined order.
- For OPTION B, indicate which account(s) you wish to surrender. You can also choose whether to terminate any outstanding loans associated with those accounts.
- Complete the REASON FOR DISTRIBUTION section by selecting applicable options based on your situation.
- Fill out the INCOME TAX WITHHOLDING INFORMATION AND INSTRUCTIONS as needed, specifying any federal or state withholding preferences.
- Provide DELIVERY INSTRUCTIONS if necessary and complete any required SPOUSAL CONSENT if applicable.
- Finally, review all information for accuracy before signing and submitting your form through our platform.
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