Rollover | Distribution
To receive a Plan Distribution or Rollover, complete all information and return all four pages. If any of the pages are incomplete or unsigned, benefits cannot be paid. Please sign all pages as indicated
You must complete page four indicating your marital status. If you are married, and your account is over $5000, your spousal signature must be notarized in compliance with Internal Revenue Regulations.
Also included is a copy of the special tax notice regarding plan payments which contains important information about your payment.
Please call if you have any questions: (206) 625-9644