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2. Begin by filling out the Requestor Information section. Indicate if you are the registered Participant and provide your last name, first name, middle initial, and daytime phone number if not.
3. In the Current Account Information section, enter your account number and participant details including Social Security/Tax ID Number and contact information.
4. Complete the Beneficiary Information by providing their Social Security/Tax ID Number, date of birth, and full name.
5. Select the type of withdrawal request from the options provided. Ensure you understand each type's implications as outlined in the form.
6. Fill out Withdrawal Instructions for either a one-time withdrawal or an automatic withdrawal plan, specifying amounts and frequencies as needed.
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8. Finally, sign in Section 6 to certify that all information is accurate before submitting your completed form.

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