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Get the free LUMP SUM DISTRIBUTION FORM - wesleyan.org

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PO Box 50434 Indianapolis, Indiana 46250 800.595.4131 317.774.3955 FAILURE SUM DISTRIBUTION FORM You have indicated you wish to receive your retirement benefits under The Wesleyan Church Pension Plan
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How to fill out lump sum distribution form

01
Step 1: Obtain the lump sum distribution form from the relevant financial institution or employer.
02
Step 2: Provide your personal information such as your name, address, social security number, and contact details.
03
Step 3: Indicate the reason for the lump sum distribution, such as retirement, termination of employment, or financial hardship.
04
Step 4: Specify the amount of the lump sum distribution you wish to receive.
05
Step 5: If applicable, indicate the tax withholding preferences for the distribution.
06
Step 6: Sign and date the form, certifying that the information provided is accurate.
07
Step 7: Submit the completed form to the financial institution or employer as instructed.

Who needs lump sum distribution form?

01
Individuals who are eligible for a lump sum distribution from their retirement account or pension plan.
02
Employees who have terminated their employment and wish to receive their retirement funds in a single payment.
03
Individuals facing financial hardship who require immediate access to their retirement savings.
04
Retirees who have reached the age of retirement and want to withdraw their entire retirement account balance.
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The lump sum distribution form is a document used to report a one-time payment of retirement funds to a recipient.
Individuals who receive a lump sum distribution of retirement funds are required to file the form.
The form typically requires the recipient to provide their personal information, details of the distribution, and any applicable taxes withheld.
The purpose of the form is to report and document the distribution of retirement funds to the recipient and to the IRS for tax purposes.
The form must include the recipient's name, address, Social Security number, the amount of the distribution, and any taxes withheld.
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