Fr1202 2026

1. Click ‘Get Form’ to open the fr1202 in the editor.
2. Begin by filling out Section 1, which requires your Owner/Participant Information. Ensure you provide accurate details such as your Contract Number, Name, and Contact Information.
3. Proceed to Section 2 for a One-time Partial Withdrawal. Complete sections 1, 2, 5, and 6. If funds are sent via EFT or payable to someone else, fill out Section 4.
4. In Section 3, if you wish to set up a Systematic Withdrawal Program (SWP), complete sections 1, 3, 5, and 6. Specify the withdrawal method and amount.
5. Review Section 4 for Distribution Instructions. Fill this out only if proceeds are being paid to an alternate payee or require a direct rollover.
6. Complete Section 5 for Withholding Election based on your preferences regarding federal income tax withholding.
7. Finally, sign in Section 6 to certify that all information is correct before submitting your form.

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