Form Description
Complete both participant loan applications
Withdrawals Eligible for Rollover - complete both forms
Withdrawals Not Eligible for Rollover - complete both forms
Used for hardship withdrawals - complete three forms
For change of personal data, salary defferal, beneficiary
To request a loan if your plan allows loans
Request a distribution from your plan
Used for hardship withdrawals - complete both forms
Elect or change your beneficiary
401(k) Salary Reduction Agreement
|