Get 401(k) Operations

Filling out the 401(k) Operations form online is an essential step for anyone seeking to make a hardship withdrawal from their retirement account. This guide provides straightforward instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to effectively complete your 401(k) Operations withdrawal request.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by providing your participant and plan information in Section 1. Fill in the plan name, plan account number, social security number, last name, first name, street address, city, state, zip code, date of birth, and telephone number. Ensure all entries are legible and accurate.
3. Indicate your marital status by checking the appropriate box: Single, Married, Divorced, or Widowed.
4. In Section 2, detail your withdrawal information. Select the appropriate reason for your withdrawal from the provided options and specify the amount you are requesting.
5. In Section 3, provide the mailing instructions by indicating whether the funds should be sent to you, your employer, or another address. Be sure to include the full mailing address, including state and zip code.
6. In Section 4, specify any income tax withholding preferences. Choose if additional federal income tax should be withheld and enter your state of residence. Make sure to read the instructions on mandatory withholding carefully.
7. In Section 5, review and certify your information by signing and dating the form. Ensure that you acknowledge understanding the terms of the withdrawal.
8. If applicable, complete Section 6 for spousal consent. The spouse must sign the form in the presence of a plan administrator or notary public, also indicating the date.
9. In Section 7, the plan administrator or trustee must sign and date the form, certifying compliance with plan provisions and laws.
10. Once all sections are filled out and reviewed, you can save changes, download, print, or share the completed form as needed.

Complete your 401(k) Operations form online today to initiate your hardship withdrawal.