Form Request

Understanding Forms

Our goal at Creative Retirement Systems, Inc. (CRS) is to process your distribution as quickly and efficiently as possible. Most common causes for delays in processing distributions are as follows:

INCOMPLETE FORMS

Distribution forms not properly completed (Main Cause).

STATUS UPDATE

Repeated phone calls to our office requesting a status.

PAYOUT REQUEST

Delays from the client sending CRS information to process the payout.

Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

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