nationwide request for partial withdrawal form

1 1 7.5 7 re Do not return policy with this request form. This option is available to all terminated employees between the ages of 55 and 69 12. 1 1 7 6.5 re f This form is to be used for withdrawals when an account balance is under $5,000. 9.63 TL Speak with your tax advisor for more information.Request Distribution. W f Please be aware of tax implications on certain types of 457(b) distributions. 9.63 TL 0000003779 00000 n (4) Tj . 0.52 1.1151 Td ET BT 0 0 9.5 8.5 re TIAA-CREF Life Insurance Company is domiciled in New York, NY, with its principal place of business in New York, NY. W Participant Withdrawal/Direct Rollover Request Private Sector Operations Page 1 of 3Phone: 1-800-548-6436 Fax: 1-877-634-0157 nationwide.com NOTE: Do NOT use this form for distributions from 457(b) Tax-Exempt or Non-Qualified (Non-Governmental) Deferred Compensation Plans. Make a direct transfer of TIAA Traditional account funds to another investment company permitted to receive transfers from your employers retirement plan. 0 0 9 8.5 re If you dont have online account access, select REGISTER, otherwise LOG IN.". Annuity Forms - Nationwide (4) Tj Edit your nationwide annuity withdrawal form online Type text, add images, blackout confidential details, add comments, highlights and more. 0000008102 00000 n Page 2 of 3 - Incomplete without all pages. Partial Withdrawal: after June 30, 2008, and a distribution or surrender is made Amount $ Amount after taxes and charges Amount before taxes and charges (Default) Total Withdrawal Hardship Withdrawal (401 and 403(b) only) Penalty Free/Age Base Withdrawal (Calculated by Nationwide) Contract Owner First/Last Name Existing Contract Number . BT 9.63 TL endstream endobj 362 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream q LOAN WITHDRAWAL/SURRENDER REQUEST FORM Indexed Other . /ZaDb 10 Tf Request Request Opens in new window Make limited periodic withdrawals from retirement annuities and mutual funds This option is available to all terminated employees between the ages of 55 and 69 12. PDF Performance Audit of the Thrift Savings Plan Withdrawals Process - 2020 BT 20, 2022 What's New Withdrawals, Rollovers and Loans Certain employer-sponsored retirement plans (such as 401 (k) and 403 (b) plans, SEP-IRAs and SIMPLE IRAs) and individual retirement products (such as Individual Retirement Accounts (IRAs) and Flexible Premium Annuities (FPAs)) allow withdrawals, rollovers and loans, as appropriate. Q 0 0 10 9.5 re endstream endobj 324 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Verify your date of birth and your annuity partners date of birth, if applicable, to determine eligibility for certain options as well as to calculate the lifetime income payable to you. 0000082410 00000 n endstream endobj 358 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream H\j0l/$4`iB.8(E~u|J3|~680S?t1\[l9s?dee?LY.4fum_i:yt1. Q Once your request has been processed, you'll receive a Welcome Kit about claim reimbursement alternatives and also your Healthcare Payment Card. 0000001542 00000 n n endstream endobj 717 0 obj <>/Filter/FlateDecode/Index[23 650]/Length 45/Size 673/Type/XRef/W[1 1 1]>>stream 0.749023 g f 0.52 1.3651 Td endstream endobj 335 0 obj<>/N<>>>/AS/Off/MK<>>> endobj 336 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream 0 0 9 9 re n W Its California Certificate of Authority number is 3092. Use the TSP Web site (www.tsp.gov) to begin (and in some cases, complete) your withdrawal request. PDF Form: 601 Pw National Pension System (Nps) - Nsdl endstream endobj 331 0 obj<>/N<>>>/AS/Off/MK<>>> endobj 332 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream (4) Tj 2. List of currently available NATIONWIDE ADVISORY SOLUTIONS forms on Laser App, Advisor Fee Instructions - AAF-0478AO.2-NA, Contract Owner Withdrawal for Non-Qualified Contracts, Contract Owner Withdrawal for Qualified Contracts, Notice Regarding Standard for Medi-Cal Eligibility and Recovery - CA, Replacement Guidelines - FL (Approved Alt. Some plans require a $1,000 minimum for a partial one-time payment. ET Q Log in to your account at nrsforu.com and click "Manage Account" to locate "Withdraw Money" or "Track withdrawal status". 673 0 obj <> endobj Forms and Resources | The Thrift Savings Plan (TSP) 0 0 10 9.5 re Personal Information endstream endobj 315 0 obj<>/N<>>>/AS/Off/MK<>>> endobj 316 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream or 2. Before TIAA can pay any death benefits we must determine if any benefits are payable to a participants surviving spouse. Request for Full Withdrawal, Form TSP-77/TSP-U-77, Request for Partial Withdrawal When Separated, Form TSP-79, Change From Monthly Payments to Final Payment, and Form TSP-90, Withdrawal Request for Beneficiary Participants. Q q W 0 g 02. Equal Housing Lender. q q 9.63 TL Note: If you live in Massachusetts, you cannot submit this form online because a witness signature is required. 673 46 (4) Tj n PDF Non-Qualified Annuities - Request for Disbursement/Systematic 0000011810 00000 n To obtain forms, please contact your Plan Administrator or the Retirement Plans Sales Desk at 1-800-626-3112, option 1. TIAA Bank's client service is available 7 days a week, so you can rest assured that well be around when you need us. f 0 g ET SYSTEMATIC WITHDRAWAL REQUEST Complete Sections 3, 5, 6, 7 SECTION 1 - PARTIAL SURRENDER - When this section is complete, please proceed to Section 5. 0000100750 00000 n (4) Tj Log in to your account at nrsforu.com and click "Manage Account" to locate "Withdraw Money" or "Track withdrawal status". 0.77 1.3651 Td 0000011695 00000 n 01. hb```b``g`c`3gd@ AV( g.hBg$pRC5` 0] $;kH30^eTc`/CC8FttO?d4_sQ$|5c CR4;?Wny@ i- Use this form to request a partial withdrawal or to elect or change a systematic withdrawal election on your contract. New Options and Processes for Withdrawal Requests for Separated and n /ZaDb 10 Tf (4) Tj To determine your current accumulation, find out the status of your request, or if you have questions, call 800-842-2252. n PDF Nationwide Retirement Solutions Distribution Request for 457(b Your employer must certify that you've either retired, have a disability or a hardship, or your employment has been terminated. Q Use this form to request a change to the beneficiary designation for your annuity. Withdrawals and distributions Forms and resources You can complete most TSP transactions entirely online. 1 1 7.5 6.5 re 0000101019 00000 n 0.52 1.1151 Td q 0000106886 00000 n Application - CA. PDF Nationwide Distribution Form - Associated Pension Q endstream endobj 344 0 obj<>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Before submitting the withdrawal form, subscriber should ensure that the bank account details are matched from the bank passbook/ bank statement or cheque etc to ensure that the details are correct. endstream endobj 457 0 obj<>/W[1 1 1]/Type/XRef/Index[41 263]>>stream /ZaDb 10 Tf 0000002702 00000 n /ZaDb 10 Tf 0.52 1.3651 Td ), Replacement Guidelines - KS (Other Insurer), Replacement Guidelines LIFE INSURANCE REPLACEMENT - NV, Request for Required Minimum Distribution for Beneficiaries of Qualified/Non-Qualified Stretch Accts, Required Minimum Distribution (RMD) Request Form, Special Notice for Seniors: In Home Sales Meeting, Standard for Medi-Cal Eligibility and Recovery - California, (800) 985-2174 Sign it in a few clicks Draw your signature, type it, upload its image, or use your mobile device as a signature pad. q Employer authorization required. TIAA-CREF Individual & Institutional Services, LLC, MemberFINRAOpens in a new windowandSIPCOpens in a new window, distributes securities products. endstream endobj 319 0 obj<>>> endobj 320 0 obj<>>> endobj 321 0 obj<>>> endobj 322 0 obj<>/N<>>>/AS/Off/DA(/ZaDb 10 Tf 0 g)/TU(New Address)/MK<>>> endobj 323 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Click Service & Operations > Asset Movement. 0 0 10 9.5 re f n 0000081651 00000 n n 9.63 TL 0 0 9 9 re 1 1 7.5 7.5 re 0.27 1.1151 Td %PDF-1.4 % PDF Loan, Partial Surrender and Dividend Withdrawal Request Nationwide Life endstream endobj 355 0 obj<>>> endobj 356 0 obj<>/N<>>>/AS/Off/MK<>>> endobj 357 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream ET startxref ET q 0 0 9.5 9 re Nationwide Retirement Plans Private Sector Operations Phone: 1-800-548-6436 Fax: 1-877-NF401ks (1-877-634-0157) SECTION 1 CASE INFORMATION* You cannot have previously made an agebased inserv ice withdrawal. Forms & Applications - For Financial Professionals - Nationwide 9.63 TL 0000004005 00000 n 0 0 9.5 9 re endstream endobj 334 0 obj<>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Transfer from your TIAA Traditional account ATRA funds to another account within TIAA or to another company. This partial surrender is to be in accordance with and is subject to the provisions of the policy. Speak with your tax advisor for more information. endstream endobj 354 0 obj<>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream endstream endobj 359 0 obj<>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Redirect your TPA payments to another investment company. (4) Tj Take a cash withdrawal from your Keogh account. Transfer money from one of your TIAA contracts into another of your TIAA contracts. /ZaDb 10 Tf 0.27 0.8651 Td ET 0000082083 00000 n f Make this request if you have a TIAA Traditional Annuity and you want to have funds sent to another investment company. This is a group annuity single-sum survivor benefit for an estate or organization. 0000005789 00000 n Please process a partial withdrawal/partial surrender on my life insurance policy. BT You may also update contingent beneficiaries. W endstream endobj 350 0 obj<>>> endobj 351 0 obj<>/N<>>>/AS/Off/MK<>>> endobj 352 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream 0000003893 00000 n W Select a Dividend Withdrawal (Whole Life only) Please note: For 403(b) contracts, you must complete the applicable form. endstream endobj 312 0 obj<> endobj 313 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Need to file an insurance or death benefit claim? 1 1 7.5 7 re W 0.749023 g 0.52 0.8651 Td 1 1 7.5 6.5 re There are two ways to request a partial withdrawal: 1. endstream endobj 363 0 obj<>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream 0 0 9.5 9.5 re Each is solely responsible for its own financial condition and contractual obligations. 0000101781 00000 n endstream endobj 329 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Complete this request to transfer your TIAA Traditional Annuity account balance to one or more of your variable accounts and/or mutual funds. Order #130997 10/05/2016 C. WITHHOLDING ELECTIONS (Continued) Non-periodic payments10% withholding: Non-periodic, non-rollover eligible payments from pensions, annuities, IRA's and life insurance contracts are subject to a flat 10% federal withholding rate unless you choose not to have federal income tax withheld. W q This form needs to be completed by all beneficiaries. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value. 0 g /ZaDb 10 Tf /ZaDb 10 Tf BT 0 g I nstructions Instructions Complete all applicable sections. W ET 0 0 10 9.5 re ET 0.52 1.1151 Td Popular Nationwide forms Key person benefits forms Find forms to help manage your key person employee benefits. q 0 0 9.5 8.5 re YLw8&3-0i8`;%Oi.@_XDA=,$% %3 ZbZ"}CB}l]\u,=54UT%dd%E98Y6+30f gv c 1 1 7 7 re Agent Enrollment Request. (4) Tj f NATIONWIDE ADVISORY SOLUTIONS Forms. Phone: 877-677-3678 Fax: 877-677-4329 rpublic@nationwide.com DC-4625 (4/20) For help, please call 877-677-3678 nrsforu.com 2 Authorization Federal Income Tax will be withheld from your payment as required by the Internal Revenue Code. PDF Withdrawal Request Instructions - Allianz Life Forms Take Money Out | TIAA BT PARTIAL WITHDRAWAL (Complete this section for a one-time withdrawal.) 0.749023 g (4) Tj 0.749023 g (4) Tj Q q 0000082480 00000 n 0.749023 g (4) Tj Subscriber should also attach the bank proof (cancelled cheque/copy of bank passbook/bank certificate) with the Partial Withdrawal Form . 1 1 7 7 re /ZaDb 10 Tf The Asset Movement page displays. 0.77 1.3651 Td /ZaDb 10 Tf /ZaDb 10 Tf W Read theTIAA-CREF Individual & Institutional Services, LLC, Statement of Financial ConditionOpens pdf. Use the 457 Participant Withdrawal Request for 457 plans. /ZaDb 10 Tf Rollover funds from your retirement contracts to another IRA at TIAA or to an IRA at another investment company. 0.77 1.3651 Td 1 - Application - Read First. 0 0 9.5 9.5 re Your whole life policy gives you two options, taking a loan or withdrawing your dividends/excess credits: Taking a loan:If your policy has enough accumulated cash value, you can take a loan from it while keeping it in force. ET endstream endobj 305 0 obj<>/StructTreeRoot 41 0 R/Metadata 39 0 R/MarkInfo<>>> endobj 307 0 obj<>/Font<>>>/DA(/Helv 0 Tf 0 g )>> endobj 308 0 obj<>/Font<>/ProcSet[/PDF/Text]/ExtGState<>/Properties<>>>>>/StructParents 0>> endobj 309 0 obj[310 0 R 315 0 R 319 0 R 320 0 R 321 0 R 322 0 R 326 0 R 327 0 R 331 0 R 335 0 R 339 0 R 340 0 R 345 0 R 350 0 R 351 0 R 355 0 R 356 0 R 360 0 R 364 0 R 368 0 R 373 0 R 378 0 R 379 0 R 383 0 R 388 0 R 393 0 R 394 0 R 395 0 R 400 0 R] endobj 310 0 obj<>/N<>>>/AS/Off/MK<>>> endobj 311 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream 0.27 0.8651 Td automatically this yearand prior years, Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, New York, NY 10017, Opens in new window, need to login to access the page, Set up an electronic funds transfer (EFT), Set up a direct transfer to another investment company, Set up systematic direct transfers from your TIAA Traditional account(s) to another investment company, Set up a direct transfer to another investment company - Employer authorization required, Set up a rollover from your retirement investments - ERISA and Non-ERISA, Set up a rollover from your Investment Solutions IRA contracts, Set up a transfer from your After-tax Retirement Annuity (ATRA) to a different account, Make limited periodic withdrawals from retirement annuities and mutual funds, Make a cash withdrawal from your retirement investments - ERISA and Non-ERISA, Withdraw from your TIAA Mutual Fund Traditional or Roth IRA, Authorize an Unforeseeable Emergency Withdrawal - Private, Authorize an Unforeseeable Emergency Withdrawal - Public, Withdraw from your inherited TIAA Mutual Fund Traditional or Roth IRA, Certify your disability for private employers, Certify your disability for public employers, Reinvest your dividends into your Retirement Choice TPA, Redirect your TPA to variable accounts and/or mutual funds, Change the destination of your TPA within TIAA, Change the destination of your TPA payments to another investment company, Change destination of interest-only payments, Change the destination of cash payments ERISA, Change the destination of cash payments Non-ERISA, Redirect your TIAA Traditional annuity payment, Reinvest your TIAA Traditional annuity payment to another investment company, Reinvest your TIAA Traditional annuity to variable accounts and/or mutual funds, Request distribution from your 457(b) government plan, Get employer authorization to begin retirement plan income, Get authorization to begin life expectancy option payments, Authorize interest-only payments- Non-ERISA, Activate your TIAA Retirement Healthcare Program claims, Request a payment to an insurance provider under the HELPS Act, Request immediate annuity income for survivor benefits, Request a single sum survivor benefit payment (Non-spouse), Request a single sum survivor benefit payment (Estate), Request annuity income for survivor benefits, Request a single-sum survivor benefit payment, Check the background of this firm on FINRAs BrokerCheck, FINRA Manual and other related FINRA information, Do not sell/share my personal information, Confidentiality for victims of domestic violence, TIAA-CREF Individual & Institutional Services, LLC, Statement of Financial Condition. ET For payments youve already set up, authorize TIAA to make direct deposits into your bank account. Visit the redesigned Investment Finder to browse pre-defined categories and compare with advanced filtering. Consult your tax advisor before making a decision. Transfer funds directly from your account to another financial institution, either immediately or at a future date. BT 0.749023 g /ZaDb 10 Tf 0 0 9.5 8.5 re n BT f PDF Participant Distribution Request W n n f Q Rollover funds from your Investment Solutions IRA contracts to another IRA at TIAA or to an IRA at another investment company. BT There are two ways to request a partial withdrawal: 1. endstream endobj 318 0 obj<>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream 718 0 obj <>stream W endstream endobj 330 0 obj<>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Nationwide Retirement Solutions Distribution Request for 401(a), 401(k Jul. Appendix A. /ZaDb 10 Tf Use this authorization when you need to take an emergency withdrawal from a private 457(b) deferred contribution plan. Q f Minimum value remaining in your policy must be $2,000. endstream endobj 342 0 obj<> endobj 343 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Nationwide Retirement Solutions Distribution Request for 401(a), 401(k), & 403(b)Governmental Plans Page 1 of 4 You may be able to submit and track the status of your distribution request online! 0 g (4) Tj 1 1 7.5 7 re 1 1 8 7.5 re 9.63 TL 0000082110 00000 n Transfer some or all of your TIAA Traditional account balances over 84 months to one or more of your variable accounts and/or mutual funds in your TIAA and CREF contracts. /ZaDb 10 Tf BT If a participant'svested account balance is less than $200 but more than $4.99, the balance is Determine your available options for requesting a hardship withdrawal from your retirement plan. _&++Y9}U3;Fp0,"qA[}7yo#hm\ {,m n$sdnw 4. (4) Tj 0 g Q To comply with federal law or the plan provisions, you and your plan representative must provide written verification that your spouse cannot be located. n W The information or opinions are not a solicitation or offer by Nationwide or its affiliates to buy or sell any security or financial instrument referenced on or through this website. endstream endobj 364 0 obj<>/N<. Non-Lifetime Withdrawal Form Nationwide Life Insurance Company Nationwide Life and Annuity Insurance Company Upload Online: Submit this form electronically at nationwide.com for quicker handling . c Yes c No (If Yes, answer the next question)Does the de minimis policy apply to this withdrawal? 0000015249 00000 n Q Q W Make this request if you currently have a TPA and want to change your TPA destination to an alternate investment company. . Q 0000101325 00000 n Mutual . q Q PERIODIC PARTIAL WITHDRAWAL Indicate the type of withdrawal below. When you log in to My Account, you'll find tools and instructions to request withdrawals and distributions, designate beneficiaries, change your TSP investments, and more. /ZaDb 10 Tf SIPC only protects customers' securities and cash held in brokerage accounts. (4) Tj Information W hen you make a withdrawal request, we will process the request based on the contract value 9.63 TL 0.749023 g 0000003249 00000 n PDF Nationwide Retirement Solutions Distribution Request for 457(b BT 9.63 TL 0.749023 g ET BT Don't have an Online account? PDF Take a long-term view - Delancey Wealth c One Time Option (new request form required annually) Enter start date and choose option below: Make a charitable distribution to a non-profit organization from your IRA account. 0.749023 g W f 0000001885 00000 n Having taken an age-based in-service withdrawal will not prevent participants from taking post-separation partial withdrawals. 0.52 0.8651 Td Q 0000010797 00000 n BT You may also use this request to get a payment of your entire TIAA Traditional accumulation provided it is $2,000 or less. You can make this request if you currently have a TIAA Traditional Annuity and you want to change where the transfers are sent. f PDF Your Death Benefit Will Be Reduced - MassMutual (4) Tj endstream endobj 325 0 obj<>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream W 0000013220 00000 n ET 0.749023 g 1 1 8 7.5 re 0.27 1.1151 Td 0000005173 00000 n f 9.63 TL ET ET BT Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association of America (TIAA) and College Retirement Equities Fund (CREF), New York, NY. 0000002381 00000 n Annuity Contract Change Request Form. North American Company for Life and Health Insurance - nacolah-portal.com PDF Initiate an Ad Hoc Retirement ACH Withdrawal Request - Pershing **Amounts must be in whole percentages 2 NRI-0132AO.13 (1/20) For help, please call 877-677-3678 www.nrsforu.com Q 9.63 TL 0000107148 00000 n Nationwide Life Insurance Company Nationwide Insurance PO Box 182021 1 - LC - F4 Columbus, OH 43218-2021 One Nationwide Plaza Columbus, OH 43215-2239 For More Information: Call 800-848-6331. 9.63 TL Download and print the Nationwide form you need. 1 1 7.5 6.5 re (4) Tj Nationwide contract owner withdrawal form: Fill out & sign online - DocHub 1 1 7 6.5 re 9.63 TL To establish an Interest-Only Option contract, participants must be between the ages of 55 and 69 . BT PDF Participant Withdrawal 457 (Private) 1 1 8 7.5 re /ZaDb 10 Tf q q State taxes will be withheld where applicable. Participant Withdrawal 457 (Private) Use this withdrawal form to submit 457 plan distributions and use the Participant Withdrawal/Direct Rollover Request Form (PNF-0252AO) for death benefits. 1 1 7 7 re 0 g 0.749023 g For the most efficient processing, complete this transaction online. 0000078222 00000 n n Loan, partial surrender & dividend withdrawal request (PDF) More forms for all accounts: Application for change of beneficiary designation (PDF) Duplicate policy request (PDF) Set up or change recurring payments from your bank account Recurring Automated Clearing House (ACH) Authorization (PDF) Please be aware of tax implications on certain types of IRA payments. ET endstream endobj 337 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream 0000001738 00000 n /ZaDb 10 Tf Request funds for a rollover or distribution for a survivor benefit over a set period of time. f 0000013958 00000 n Check one: Please also complete Sections 3, 4, 5, and 6. 0.749023 g n PDF Loan, Partial Surrender and Dividend Withdraw Complete this transaction to establish or change Annuity and Cash payments to a foreign currency. endstream endobj 317 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream endstream endobj 347 0 obj<> endobj 348 0 obj<>/ProcSet[/PDF/Text]>>/Subtype/Form/FormType 1/Matrix[1.0 0.0 0.0 1.0 0.0 0.0]>>stream Key person forms Mutual fund account forms q Request funds for an immediate rollover or distribution for a survivor benefit. 0.749023 g BT 1 1 7 7 re You must submit a Form W-4P (available at irs.gov), if you select a different form of distribution.

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