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RECURRING DISTRIBUTION REQUEST Individual 401(k) Plans(888) 205 6036(505) 212 0494operations@horizontrust.comHorizon Trust Correspondence, PO BOX 27068, Newark NJ 07101PART 1. PLAN PARTICIPANT INFORMATION

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How to fill out plan distribution request form

01

Obtain the plan distribution request form from the appropriate source, such as your employer or retirement plan provider.

02

Fill out personal information, including your name, address, social security number, and contact information.

03

Indicate the amount you would like to distribute from your plan and specify the reason for the distribution request.

04

Choose the method of distribution, such as a direct deposit, check, or rollover to another retirement account.

05

Sign and date the form, acknowledging that the information provided is accurate and that you understand the terms and conditions of the distribution.

06

Submit the completed form to the designated recipient, whether it be your employer, plan administrator, or financial institution.

Who needs plan distribution request form?

01

Employees who are looking to withdraw funds from their retirement plan

02

Individuals who have reached the eligible age for penalty-free distributions from their retirement account

03

Beneficiaries who have inherited a retirement account and need to request a distribution

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What is plan distribution request form?

The plan distribution request form is a document used to request distributions from a retirement plan.

Who is required to file plan distribution request form?

Participants in a retirement plan who wish to take a distribution from their account are required to file a plan distribution request form.

How to fill out plan distribution request form?

The form typically requires basic personal information, account details, distribution amount and method, and beneficiary information.

What is the purpose of plan distribution request form?

The purpose of the plan distribution request form is to facilitate the process of distributing funds from a retirement account to the participant.

What information must be reported on plan distribution request form?

The form usually requires information such as name, address, social security number, account details, distribution amount, distribution method, and beneficiary information.

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