State farm disbursement request form 2025

1. Click ‘Get Form’ to open the State Farm Disbursement Request Form in the editor.
2. Begin by filling out the Participant/Beneficiary Information section. Enter your first name, middle initial, last name, address, date of birth, city, ZIP code, state, and telephone number. Ensure all details are accurate for processing.
3. In the Distribution Reason section, select one reason for your distribution from the provided options. If applicable, provide additional details such as tax year and contribution dates.
4. Specify the Amount of Distribution you wish to request. Choose between distributing the entire account balance or a partial amount. Clearly indicate the gross or net amount and any specific funds involved.
5. If setting up Systematic Withdrawals, indicate your frequency preference and complete any necessary details regarding your Automatic Investment Plan.
6. Select your Method of Payment. Choose whether you want cash distribution or to invest proceeds into another account. Fill in required banking information if opting for electronic funds transfer.
7. Complete the Withholding Election section if applicable. Specify whether you want federal and/or state income tax withheld from your distribution.
8. Finally, sign and date the form in the Signature section to certify that all information is correct before submitting it through our platform.

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