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How do I fill this out?
Filling out this form is essential for adjusting your withdrawal plan. Begin by entering your participant information accurately. Follow each section's instructions to ensure your requests are processed smoothly.
How to fill out the Systematic Withdrawal Plan Change Form?
1
Read the instructions carefully before starting.
2
Complete only the necessary sections of the form.
3
Provide accurate participant information.
4
Choose your desired changes in the payment options.
5
Sign and date the form before submission.
Who needs the Systematic Withdrawal Plan Change Form?
1
Retired ministers needing to adjust their withdrawal amounts.
2
Anyone wishing to stop their systematic payment plan.
3
Participants who want to change their designated housing allowance.
4
Individuals enrolling in Mission: Dignity for assistance.
5
People managing their retirement savings and planning distributions.
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What are the instructions for submitting this form?
To submit this form, send it via mail to Benefits Administration, GuideStone, 5005 LBJ Freeway, Ste. 2200, Dallas, TX 75244-6152. Ensure the form is fully completed, signed, and dated before mailing it. For assistance, you can call GuideStone’s support for guidance on submission methods.
What are the important dates for this form in 2024 and 2025?
Important dates for submitting changes to your withdrawal plan will typically fall at the end of each fiscal year, and adjustments should be made timely to align with any planned payments following the new calendar year.
What is the purpose of this form?
The purpose of the Systematic Withdrawal Plan Change Form is to enable participants to request modifications to their existing withdrawal plans. This form covers various options including stopping payments, changing the amounts or frequency of distributions, and designating a portion of funds for a housing allowance specifically for eligible ministers. By providing clear instructions and sections to be filled out, participants can ensure their retirement income strategies are tailored...
Tell me about this form and its components and fields line-by-line.
- 1. Participant Information: Includes personal identification details such as name, address, and social security number.
- 2. Stop Payment Request: Option to stop all current systematic withdrawal payments.
- 3. Retirement Plans and Payment Options: Details on how to allocate payments and which retirement plans to apply.
- 4. Authorized Direct Deposit: Banking information for electronic payment setups.
- 5. Federal and State Tax Withholding: Options for taxation on distributed amounts.
- 6. Spousal Consent: If required, the spousal agreement to the requested changes.
- 7. Participant Signature: Final confirmation and agreement by the participant to the requests made.
What happens if I fail to submit this form?
Failure to submit this form may result in continued payments under the previously selected withdrawal plan. This could lead to unwanted distributions and potential tax complications. It is crucial to ensure timely submission to avoid any issues with payment processing.
- Discrepancies in Withdrawal Amount: Without the updated form, withdrawals may not align with your financial needs.
- Tax Implications: Incorrect withdrawal designations could lead to unexpected tax liabilities.
- Payment Delays: Not submitting the form on time may delay adjustments to future payments.
How do I know when to use this form?
- 1. Stopping Payment for Withdrawals: To terminate all systematic withdrawals.
- 2. Changing Payment Amounts: To adjust the frequency or amount of distributions.
- 3. Designating Housing Allowance: To assign a portion of income as a housing allowance for tax purposes.
Frequently Asked Question
What should I do if I need to change my payment options?
You can fill out the appropriate sections of the Systematic Withdrawal Plan Change Form to adjust your payment options.
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How can I download my edited PDF?
After making your changes, simply click the download button to save your edited PDF to your device.
Can I fill out the form if I'm not a minister?
Yes, anyone eligible to manage their retirement funds can use this form.
What information is necessary to fill out the participant information section?
You will need to provide your name, address, social security number, and other contact details.
How do I designate a portion of my payment as a housing allowance?
Complete Section 4 of the form and specify the amount or percentage you wish to designate.
What happens if I don’t complete all sections of the form?
Only the sections you complete will be processed, so ensure you fill out all necessary areas.
Can I get help filling out this form?
Yes, you can contact customer solutions specialists at GuideStone for assistance.
When will my changes take effect?
Your changes will be effective with the next payment after your request has been processed.
Can I submit this form electronically?
Currently, submission options include mailing, but check for updates regarding electronic submissions.
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