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Distribution Request Form 1215 West Lewis Street, Pasco, WA 99301-5472 l ×509) 546-2686 l Fax: (509) 543-6781 I JPMorgan psd1.org Criteria: Must be a non-profit 501×c)(3) organization or government
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How to fill out distribution request form 1215
How to fill out distribution request form 1215:
01
Begin by entering your personal information such as your name, address, and contact details in the designated fields on the form.
02
Next, provide the necessary details related to the distribution request. This may include the reason for the distribution, the amount or quantity being requested, and any specific instructions or requirements.
03
If applicable, indicate the method of distribution you prefer, such as direct deposit, mailing a check, or transferring funds to another account.
04
Ensure that you accurately complete any additional sections or attachments required for the distribution request. This may include providing supporting documents or signatures from authorized individuals, if necessary.
05
Review the form thoroughly to make sure all the information provided is accurate and complete. Make any necessary corrections or additions before submitting the form.
Who needs distribution request form 1215:
01
Individuals who are entitled to a distribution from a specific fund or account can use form 1215 to request the distribution.
02
Beneficiaries of a trust or estate may need to fill out this form to receive their share of the distribution.
03
Employees who are eligible for retirement plan distributions or participants in investment accounts may also need to complete this form to request a distribution of their funds.
04
It is advisable to consult the specific guidelines or instructions provided by the issuing institution or organization to determine if form 1215 is required for your particular distribution request.
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