Fixed-Period Payments From an RA/GRA
Frequently Asked Questions
- Why do I need to fill out the spousal waiver section?
- Where do I find my contract numbers?
- How and when am I required to obtain Employer Authorization for a withdrawal?
- Can I fax the withdrawal form?
- How is my income taxed?
- I want to designate state tax withholding, but I'm in a non-mandatory withholding state. How do I designate this?
- How do I determine the correct tax withholding for withdrawals?
Complete this form to receive income over a fixed period of time from your Retirement Annuity (RA) or Group Retirement Annuity (GRA). At the end of the period selected, your income will stop.
If you're setting up fixed-period income of less than 10 years, the withdrawal you're requesting can be rolled over into another eligible retirement plan. For this reason, we are required to explain the tax-favored rollover options available to you. Please print and read the IRS Notice (PDF) or call us for a copy.
Identify the appropriate form below to print and mail your request. The form you use depends on your plan and the institution through which you signed up for that plan.
| If your Institution is: | Use this form: |
|---|---|
|
Private |
Fixed-Period Payments From an RA/GRA (PDF) |
|
Public |
Fixed-Period Payments From an RA/GRA (PDF) |
If this withdrawal is being made to satisfy Required Minimum Distributions, please complete this form along with the withdrawal form.
Minimum Distribution (PDF)
[F10984]
If you have questions or need help selecting the correct form, call us at 1 800 842-2776.
