Bb t benefits plantrac 2026

1. Click ‘Get Form’ to open the BB&T Benefits PlanTrac in the editor.
2. In Section 1, enter your name, Social Security number, daytime phone number, date of birth, and both mailing and street addresses. Ensure that your street address is provided if your mailing address is a P.O. Box.
3. Proceed to Section 2 where you will indicate the amount and type of withdrawal. Choose either 'All Available' or specify a dollar amount. Remember not to select both options.
4. In Section 3, select how you want your payment processed: as a lump sum payable to you, a direct rollover to another qualified plan, or a partial payment with the remainder rolled over.
5. If applicable, complete Section 4 regarding payments from the BB&T Common Stock Fund or ESOP stock by selecting your preferred payment method.
6. For direct deposits, fill out Section 5 with your bank details including routing and account numbers.
7. If rolling over funds, complete Section 6 with the details of your rollover institution(s).
8. Finally, sign and date the form in Section 8 in front of a notary public before submitting it as instructed.

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