Form 746 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your name in the designated field at the top of the form. This is essential for identifying your submission.
3. Next, input your Social Security Number (Soc. Sec. No.) in the provided space. Ensure accuracy to avoid any processing delays.
4. Review the Safe Harbor Tax Notice you received from the Agency. Confirm that you understand your options regarding direct rollovers and distributions.
5. In the agreement section, affirmatively choose whether to make or not make a direct rollover by selecting the appropriate option.
6. Sign and date the form at the bottom to validate your request for distribution according to your instructions.
7. Finally, save your completed form and submit it through our platform for processing.

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