Thank you for submitting your Distribution Authorization Form for your terminated employee.

Please provide the distribution details on how to access their funds at the investment company. If the employee has questions,  have them contact your investment company.  The websites are all smart phone friendly if your employee does not have a computer.

Please note that terminated distributions take up to 30 days to process once we have received the completed form.  A completed form would include a copy of a driver’s license. If the distribution request is completed online, the driver’s license is not necessary.

Thank you and have a great day!

If you need to fill out another Distribution Authorization Form

Simply click the button below, complete and sign the next form.

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