Raymond james forms 2026

1. Click ‘Get Form’ to open the raymond james distribution request form in the editor.
2. Begin with Section 1 – Participant Information. Fill in your name, Social Security Number (SSN), date of birth (DOB), and contact details including address and phone numbers.
3. Move to Section 2 – Election. Choose your distribution option by selecting (A), (B), or (C). Ensure you understand the implications of each choice, especially regarding tax withholding.
4. If you selected (A) or (B), complete Section 3 with the necessary information for direct rollover, including account details and whether you prefer a check or electronic funds transfer.
5. For non-rollover options, fill out Section 4 with your preferred payment method and ensure all required fields are completed accurately.
6. In Section 5, indicate any additional income tax withholding preferences if applicable. Review this section carefully to avoid unexpected deductions.
7. Finally, sign and date the form in Section 7, confirming that you have understood all terms and conditions before submitting it via mail or fax as indicated at the bottom of the form.

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