Beneficiary Transfer Distribution Request Form 2026

1. Click 'Get Form' to open the Beneficiary Transfer Distribution Request Form in the editor.
2. Begin by filling out the ACCOUNT OWNER/PARTICIPANT (DECEDENT) INFORMATION section. Enter the decedent's first name, middle initial, last name, suffix, and Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).
3. In the TYPE OF RETIREMENT PLAN section, check all applicable boxes for the retirement plans involved.
4. Proceed to the BENEFICIARY INFORMATION section. If you are an individual beneficiary, provide your full name, SSN/ITIN, date of birth, and contact information. If you are a non-individual beneficiary, select your status and provide necessary details.
5. Complete the TRANSFER/DISTRIBUTION INSTRUCTIONS section by selecting either transfer or distribution options based on your needs. Ensure to check if any Required Minimum Distributions (RMD) were taken.
6. Fill out the DELIVERY METHOD for how you wish to receive funds. Choose between direct deposit or mailing options.
7. Finally, review all entered information for accuracy before signing and submitting your form electronically through our platform.

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