Bencor distribution request form 2026

1. Click ‘Get Form’ to open the bencor distribution request form in the editor.
2. Begin by filling out your Account Information. Enter your name as it appears on your account registration, mutual fund name, account number, address, Social Security number, date of birth, and daytime phone number.
3. In the Type of Distribution section, select one option that best describes your request. Ensure you understand the implications of each type before making a selection.
4. Proceed to Distribution Instructions. Choose whether you want a one-time distribution or periodic distributions and specify the amount and frequency as needed.
5. Complete Delivery Instructions by selecting how you would like to receive your funds—via check or direct deposit—and provide any necessary bank information.
6. Fill out the Tax Withholding Election section to indicate if you want taxes withheld from your distribution.
7. Finally, sign and date the form in the Signature section. If applicable, ensure a signature guarantee is included for certain requests.

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