Get Fidelity 3.temdistcw.104

This guide provides clear instructions on how to complete the Fidelity 3.TEMDISTCW.104 form online. By following the steps outlined, users can efficiently request a one-time cash distribution from their retirement plans.

Follow the steps to successfully complete your form.

1. Press the ‘Get Form’ button to access the Fidelity 3.TEMDISTCW.104 form, and open it within your preferred editor.
2. In Section 1, fill in your personal information including your name, date of birth, Social Security or Taxpayer ID number, and contact details. Ensure you clarify your marital status as it may require your spouse’s signature.
3. Proceed to Section 2. List each plan involved in your distribution request, ensuring to retrieve your plan numbers beforehand.
4. Complete Section 3 by selecting the reason for your distribution. This is required by federal tax law, and you need to check only one box, so choose carefully.
5. In Section 4, specify the amount of your distribution and how you would like it withdrawn. Choose the appropriate distribution type and provide any required additional details.
6. Fill out Section 5 regarding tax withholding. Specify the federal and state withholding rates accordingly, keeping in mind any minimum rates that may apply.
7. Select a delivery method in Section 6. You can opt for an electronic funds transfer or check delivery, ensuring to include the necessary account information.
8. If you are married, complete Section 7 for your spouse’s consent. Ensure their signature is either notarized or witnessed according to plan requirements.
9. In Section 8, sign and date the document to authorize Fidelity to act on your instructions, confirming that all information provided is accurate.
10. If necessary, complete Section 9 by obtaining the plan sponsor's approval, confirming that your request aligns with your employer's plan.
11. Review your completed form carefully. Take the time to ensure all sections are filled accurately and all required signatures are obtained.
12. Finally, save your changes, download, print, or share the completed form as required before submission.

Start filling out your Fidelity 3.TEMDISTCW.104 form online today for a seamless cash distribution request.