Please Note: This form version MUST
be completed online.IMPORTANT NOTICE:
Before you sign, read all information on this form:
After verifying your eligibility to receive a New Child Distribution, pursuant to the SECURE Act of 2019, OMNI will sign off on your transaction and, unless otherwise notified, forward it directly to your Investment Provider so that your funds may be issued.
New Child Distribution requests require supporting documentation, birth certificate or adoption certificate, and must be accompanied by OMNI’s New Child Distribution request Form.
Further information regarding IRS regulations relating to this subject can be found at the IRS website