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IRA DISTRIBUTION REQUEST
Institutional Advisor ServicesSECTION 1: Request Type
Select one:TCA Account NumberONETIME OR SYSTEMATIC ESTABLISHMENT/CHANGE
Select one:
Request Onetime, Full Distribution.
Request
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What is section 1 request type?
Section 1 request type refers to the initial form that employees must complete when starting a new job to verify their identity and eligibility to work in the United States.
Who is required to file section 1 request type?
All employees hired to work in the United States must complete the section 1 request type.
How to fill out section 1 request type?
Employees must provide their personal information, work eligibility status, and sign and date the form.
What is the purpose of section 1 request type?
The purpose of section 1 request type is to ensure that employees are legally allowed to work in the United States.
What information must be reported on section 1 request type?
Employees must report their full legal name, date of birth, social security number (if applicable), immigration status, and provide supporting documentation.
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