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Beneficiary Transfer Distribution Request Form 2026
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- Click 'Get Form' to open the Beneficiary Transfer Distribution Request Form in the editor.
- 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).
- In the TYPE OF RETIREMENT PLAN section, check all applicable boxes for the retirement plans involved.
- 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.
- 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.
- Fill out the DELIVERY METHOD for how you wish to receive funds. Choose between direct deposit or mailing options.
- Finally, review all entered information for accuracy before signing and submitting your form electronically through our platform.
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