Get Withdrawal Request 401 Corporate Erisa Form

Filling out the Withdrawal Request 401 Corporate Erisa Form online is an essential step for individuals seeking to manage their retirement plan assets effectively. This guide will walk you through each section of the form, ensuring that you provide the necessary information accurately and efficiently.

Follow the steps to complete your Withdrawal Request Form online.

1. Press the ‘Get Form’ button to access the Withdrawal Request 401 Corporate Erisa Form and open it in your browser.
2. Begin with section 2 titled 'Plan Information.' Enter the name of your plan and any applicable Billing Group/Plan Numbers. Be sure to print legibly.
3. Proceed to section 3, 'Participant Information.' Fill in your name, ID Number, Social Security Number (SSN), date of birth, and your resident address. Include your email address and phone numbers, along with your date of hire and termination.
4. In section 4, 'Tax Residency Information,' select your tax residency status by checking one of the three boxes: U.S. Citizen, U.S. Resident Alien, or Non-Resident Alien. If you select Non-Resident Alien, you must specify your non-U.S. country of tax residency.
5. Move to section 5, 'Reason for Withdrawal.' Here, indicate whether your withdrawal is due to Separation from Service or In-Service Withdrawal by checking the appropriate option and providing further details, such as age and termination facts, where applicable.
6. In section 6, 'Type of Withdrawal,' select one of the options: Cash Distribution, Direct Rollover, or any other type that applies to your situation. If applicable, specify the destination for a direct rollover.
7. Section 7 requires you to indicate the 'Withdrawal Amount.' Complete sections A and B based on your type of withdrawal, specifying percentages or amounts for each source clearly.
8. If you are opting for a rollout related to an ING Loan, fill in section 9, and if relevant, section 10 for any defaulted loans.
9. In section 11, specify your preferences regarding tax withholding for both federal and state taxes. It's essential to read through the tax implications carefully.
10. If you have any special instructions, add them in section 12. Ensure this section is filled out with any unique circumstances regarding your withdrawal.
11. In section 13, choose your mailing option for payment. Are you receiving the funds directly, or should they be rolled over to a new financial institution? Specify the required address clearly.
12. Section 14 allows you to opt for Electronic Fund Transfer (EFT). Fill in your bank details if you wish to choose this method for faster access to your funds.
13. Finally, review the form for any additional required signatures in sections 17, 19, and 20, especially if a Third Party Administrator or Trustee needs to authorize the request.
14. Once you have completed the form, save your changes, and choose to download, print, or share the form as necessary.

Complete your Withdrawal Request 401 Corporate Erisa Form online today to manage your retirement assets with ease.