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ITB No. 14-420-420-M; Educational/Institutional Furniture AUTHORIZED SERVICING DEALER Section 7.2, Authorized Servicing Dealer & Manufacturer's Representatives Form Servicing Dealer Information DEALER

How to fill out section 72 authorized servicing

How to fill out section 72 authorized servicing:

1. Begin by obtaining the necessary form for section 72 authorized servicing. This form is typically available through your employer or retirement plan administrator.
2. Fill in your personal information, such as your name, address, and social security number, in the designated fields on the form. Double-check for any spelling or typographical errors to ensure accuracy.
3. Provide details about the retirement plan or policy that requires authorized servicing. Include the plan or policy number, name of the plan administrator, and any other relevant identification information.
4. Specify the authorized servicing you are requesting in section 72. This may include actions such as changes to beneficiary designations, withdrawal requests, or rollover instructions. Clearly state your intentions and any specific instructions for the servicing.
5. If applicable, provide supporting documentation or paperwork required for the authorized servicing. This may include death certificates, divorce decrees, or other legal documents to support your requests or changes.
6. Review the completed form thoroughly before submitting it. Make sure all information is accurate, signatures are included where necessary, and any required notarization has been completed.

Who needs section 72 authorized servicing:

1. Individuals who have a retirement plan or life insurance policy that is governed by section 72 of the IRS code may need authorized servicing. This includes individuals with employer-sponsored retirement plans or personal life insurance policies.
2. Those who require specific changes or actions to be taken within their retirement plans or life insurance policies may need to utilize section 72 authorized servicing. This can include making beneficiary changes, requesting withdrawals or loans, or altering investment options.
3. It is important for individuals who have experienced significant life events, such as marriage, divorce, or the birth of a child, to consider section 72 authorized servicing. These events may require updates or adjustments to the retirement plan or life insurance policy to ensure their wishes are properly documented.

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