Usi individual retirement arrangement 2026

1. Click ‘Get Form’ to open the USI Individual Retirement Arrangement in the editor.
2. Begin with Part 1: Employee Information. Fill in your name, Social Security Number, address, date of birth, and contact details. Ensure all information is printed clearly.
3. In Part 2: Payment Direction, select your preferred payment option such as Lump Sum or Direct Deposit. If choosing Direct Deposit, complete Section A with your bank details.
4. Proceed to Section B if opting for a Direct Rollover. Specify the financial institution and account details where the funds will be sent.
5. Review Part 3 regarding Lump Sum Payments and acknowledge your understanding by checking the relevant boxes.
6. Complete Parts 4 and 5 for Federal and State Tax Withholding options as applicable to your situation.
7. Finally, sign in Part 6 to certify that all information is accurate before submitting the form to the USI Consulting Group via email or fax.

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