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THE SAVINGS BANK LIFE INSURANCE COMPANY 200 DAY HILL ROAD, WINDSOR, CT 06095 1-800-252-7254 WWW.SBLI4LIFE.COM GENERAL INFORMATION NON-PERIODIC DISTRIBUTION REQUEST FORM (Please Print) Name of Annuitant:

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How to fill out non-periodic distribution request form

How to fill out a non-periodic distribution request form:

01

Start by downloading the non-periodic distribution request form from the official website or the relevant organization's portal.

02

Read the instructions carefully to understand the requirements and the purpose of the form.

03

Fill in your personal information accurately, including your full name, contact details, address, and any other required identification details.

04

Provide the necessary details about the distribution you are requesting, such as the amount or type of funds, the reason for the distribution, and any supporting documentation required.

05

If applicable, list any additional beneficiaries or parties involved in the distribution.

06

Double-check all the information you have entered on the form to ensure accuracy and completeness.

07

If required, attach any supporting documents, such as invoices, receipts, or any other relevant paperwork.

08

Review the form once again to ensure you have not missed any required fields or sections.

09

Sign and date the form, as indicated.

10

Submit the completed form following the instructions provided, either by mailing it, submitting it online, or delivering it in person to the designated office.

Who needs a non-periodic distribution request form:

01

Individuals who have funds or assets held by an organization or institution that allows non-periodic distributions.

02

Beneficiaries of trusts, estates, or other financial entities who need to request a one-time distribution.

03

Investors or shareholders who are entitled to receive non-periodic distributions from a company or investment vehicle.

Note: The specific requirements and procedures may vary depending on the organization or institution managing the distribution. It's always recommended to refer to the provided instructions and guidelines for accurate and up-to-date information.

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What is non-periodic distribution request form?

Non-periodic distribution request form is a form used to request a distribution from a retirement account that does not occur on a regular basis.

Who is required to file non-periodic distribution request form?

Individuals who want to take a one-time distribution from their retirement account are required to file the non-periodic distribution request form.

How to fill out non-periodic distribution request form?

To fill out the non-periodic distribution request form, individuals need to provide personal information, account details, distribution amount, and any applicable tax withholding preferences.

What is the purpose of non-periodic distribution request form?

The purpose of the non-periodic distribution request form is to authorize the distribution of funds from a retirement account outside of the regular distribution schedule.

What information must be reported on non-periodic distribution request form?

The non-periodic distribution request form must include the account holder's name, account number, distribution amount, tax withholding preferences, and any special instructions.

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