Complete each section of the Beneficiary Account Setup and Withdrawal Form. 2. Have the plan sponsor sign section 9 of the form.Below you will find links to useful forms and documents for easy and convenient access. Authorized Early Withdrawal Request Form - Fillable. Please Click Here to Download the File. You can call them up with the bank account details (account number, bank sort code, account name and any additional reference needed) and they can transfer it. This format can be used if you wish to giveauthorization for more than one event application during one, two or three yearperiod. While the process for accessing a bank account after death usually isn't complicated, taking the time to understand bank account beneficiary rules can help. No special form is required; a handwritten letter will do. You don't say which country you are in but in the UK you wouldn't be writing a letter to the bank manager.