Contact Unitus for forms to be faxed or mailed to you. Once completed, you can fax or mail back the form to us. If you live in Oregon, a State Tax Withholding form will be sent in addition to the forms. If you do not live in Oregon, we will not withhold state tax from your withdrawal. The standard Federal Tax amount that is withheld is 10% of the withdrawal (or more if desired).
Contact us by phone
Main Phone Number
Monday–Friday: 7:30 a.m. to 6:00 p.m.
Saturday: 7:30 a.m. to 4:00 p.m.
Contact us by email
Please note that when you’re sending us an email, do not include personal information such as your account number or social security number.