Distribution cash 2026

1. Click ‘Get Form’ to open the distribution cash form in the editor.
2. Begin by filling out Section 1, 'Account Owner/Participant'. Enter your name, date of birth, Social Security or Taxpayer ID number, and contact information. Ensure accuracy as this information is crucial for processing your request.
3. In Section 2, 'Plan(s) Involved', list the plans from which you are requesting a distribution. Make sure to include only those sponsored by your employer.
4. Proceed to Section 3, 'Reason for Distribution'. Select the appropriate reason for your distribution based on your employment status and eligibility criteria.
5. In Section 4, specify the 'Distribution Amount'. Choose one of the options provided and enter the amount you wish to withdraw from each plan listed.
6. Complete Section 5 regarding 'Tax Withholding'. Indicate your preferences for federal and state tax withholding rates as applicable.
7. Select a delivery method in Section 6. Choose between Electronic Funds Transfer or check delivery and provide any required banking details.
8. If married, complete Section 7 for Spouse’s Consent. Ensure that signatures are notarized if required by your plan.
9. Finally, sign and date the form in Section 8 to authorize Fidelity to process your request. Review all sections for completeness before submission.

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