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For use with: Multi-Fund 1-4 Multi-Fund Select Lincoln Life Group Fixed Annuity Distribution request form To be used for: General Distributions, Rollovers, Plan-to-Plan Transfers, Transfers, Contract

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What is distribution request form?

A distribution request form is a document that is used to request the distribution of funds or assets from a trust, retirement account, or other financial institution.

Who is required to file distribution request form?

Any individual or entity that wishes to request a distribution of funds or assets from a trust, retirement account, or other financial institution must file a distribution request form.

How to fill out distribution request form?

To fill out a distribution request form, you will need to provide information such as your personal details, account information, the amount or assets you wish to request, and any specific instructions or reasons for the distribution.

What is the purpose of distribution request form?

The purpose of a distribution request form is to formally request the distribution of funds or assets from a trust, retirement account, or other financial institution in accordance with the applicable rules and regulations.

What information must be reported on distribution request form?

The specific information that must be reported on a distribution request form may vary depending on the financial institution and the nature of the distribution, but generally it will include personal details, account information, and details about the requested distribution.

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