Distribution recurring form 2026

1. Click ‘Get Form’ to open it 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 all details are accurate.
3. In Section 2, 'Plan Involved', provide the name of your plan sponsor and plan number. If you’re unsure about these details, consult your plan sponsor or visit mysavingsatwork.com.
4. For Section 3, 'Reason for Distribution', select one reason for your distribution. Confirm eligibility with your plan sponsor if needed.
5. In Section 4, choose a payment calculation method—either by payment amount or number of payments—and fill in the required fields accordingly.
6. Select the frequency of payments in Section 5. Choose from options like monthly or annually and specify the date of the first payment.
7. Complete Section 6 regarding tax withholding based on your marital status and exemptions. This is crucial for ensuring correct tax deductions.
8. Choose a delivery method in Section 7. You can opt for electronic funds transfer or check delivery; provide necessary banking details if applicable.
9. If married, complete Section 8 for spouse’s consent. Ensure that signatures are notarized if required by your plan.
10. Finally, sign and date the form in Section 9 to authorize Fidelity to process your request. Review all sections to ensure completeness before submission.

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