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ONETIME DISTRIBUTION REQUEST Individual Retirement Accounts(888) 205 6036(505) 212 0494operations@horizontrust.comHorizon Trust Correspondence, PO BOX 27068, Newark NJ 07101PART 1. ACCOUNT OWNER INFORMATION Account

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How to fill out one-time distribution request

01

Obtain the necessary form for one-time distribution request from the respective financial institution.

02

Fill out the form with your personal information including name, account number, contact information, and the amount you wish to withdraw.

03

Provide any additional documentation required by the financial institution such as identification or proof of membership.

04

Sign and date the form to authorize the one-time distribution request.

05

Submit the completed form to the financial institution through the designated channel whether in person, mail, or online.

Who needs one-time distribution request?

01

Individuals who have investments in retirement accounts such as 401(k) or IRA and need to make a one-time withdrawal for a specific financial need or emergency.

02

Members of pension plans who are eligible for a one-time distribution based on the plan's rules and regulations.

03

Beneficiaries of trust funds or other financial accounts who have the option for a one-time payout as provided in the terms of the trust or account agreement.

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What is one-time distribution request?

A one-time distribution request is a formal submission to request a single distribution of assets from a retirement account.

Who is required to file one-time distribution request?

Individuals who wish to withdraw funds from their retirement account are required to file a one-time distribution request.

How to fill out one-time distribution request?

To fill out a one-time distribution request, individuals must provide personal information, account details, distribution amount, and any applicable tax withholding.

What is the purpose of one-time distribution request?

The purpose of a one-time distribution request is to access funds from a retirement account for personal use or financial needs.

What information must be reported on one-time distribution request?

Information such as account holder's name, account number, distribution amount, and tax withholding must be reported on a one-time distribution request.

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