Form 18 - Wire Instructions For A Partial Or Lump Sum Rollover Distribution printable pdf download

Form 18 - Wire Instructions For A Partial Or Lump Sum Rollover Distribution

PLEASE NOTE THE FOLLOWING

WHEN SUBMITTING PROGRAM FORMS

• Use only one of the following methods of delivery:

By Mail:

By Overnight Delivery:

ABA Retirement Funds Program

P.O. Box 5142

30 Braintree Hill Office Park

Boston, MA 02206-5142

Braintree, MA 02184

By Email:

• If you are emailing a form, DO NOT mail the original, or the transaction will be processed twice.

• Email only one form at a time unless the forms are related and for the same participant, in the same plan.

• Forms received in good order via email by 1 p.m. Eastern time on a business day are considered to be

received on that day. Forms received electronically after 1 p.m. Eastern time will be considered to be

received on the next business day.

• Please do not “cc” any other email addresses when sending a form to the Program by email, as this

causes the email to abort.

• The email should include a single document as an attachment, which does not require access to an

external portal or link.

FORMS THAT CANNOT BE ACCEPTED VIA EMAIL

• If the form is being submitted to claim the assets in a deceased participant’s account, the form and a

certified copy of the death certificate must be mailed or sent by overnight delivery.

• If spousal consent is required, and the witness is a notary, the form must be mailed or sent by overnight

delivery so that the notary seal can be confirmed.

Forms submitted in any other manner will be considered to be received “not in good order,” which may cause a

delay in processing the item.

Thank you for your cooperation so that we can best service your plan.

Note: after your email is received by the transaction processing group, you’ll receive an auto reply with a “Task”

confirmation number. If you do not receive an auto reply, please contact us. Plan Administrators should call (800)

752-6313. Participants should call (800) 348-2272.

Form 18 - Wire Instructions For A Partial Or Lump Sum Rollover Distribution