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  • 401k Statement

Get 401k Statement

44-1030 / 800-922-7772 Please read instructions on reverse side before completing this form. Last First Middle Name Name Initial Social Security # Gross Monthly Salary Address Month City State Home Phone Zip Office Phone Year Department or School Reason for Withdrawal Hardship Withdrawal Amount Total Expenses Created by Hardship Actual Expenses (attach Documentation) Less: Amount covered by Insurance Less: Amount covered by Savings or Sale of Assets Expenses Remaining AMOUNT REQUESTE.

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Periodic distributions Typically, plans let you select an amount to receive monthly or quarterly, and you're allowed to change that amount once a year, although some plans allow you to do so far more frequently.

We provide you with quarterly statements to help you monitor your retirement savings. You can also access your statements online approximately 10 days following the close of each quarter. If you are unable to access a quarterly statement online, contact Empower at 800-345-2345 to request a printed copy at no charge.

Investors in 401(k)s, a retirement savings and investment plan offered through employers, traditionally receive statements after each financial quarter showing information like overall savings, investment allocations, risk analysis and progress toward retirement savings goals.

401(k) plans automatically send quarterly statements to their participants by mail. In addition, you can get your 401(k) statement by accessing your 401(k) account online and downloading your most recent statement, along with past statements for as long as you've been contributing to the plan.

Answer: Your employer must provided statements quarterly for participant-directed individual account plans and annually for all other individual account plans. The Department of Labor says that participant statements should be provided no later than 45 days after the end of the quarter.

The simplest and most direct way to check up on an old 401(k) plan is to contact the human resources department or the 401(k) administrator at the company where you used to work.

If you can't find an old plan statement, just call your employers Human Resources department and ask for the person who takes care of the 401k plan. They can get you all set-up or send you to the right people.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232