Get 4333 Edgewood Road Ne

The 4333 Edgewood Road Ne form is essential for users requesting an in-service withdrawal. This guide offers step-by-step instructions to help you accurately fill out this form online.

Follow the steps to complete your withdrawal request.

1. Press the 'Get Form' button to access the document and open it in your preferred online editor.
2. In Section A, enter your employer information. Fill in the company name as 'City of Toledo' and the contract/account number as 'JK61748'.
3. Proceed to Section B to input your personal information. Include your social security number, date of birth, first name, last name, mailing address, city, state, phone number, and email address. Select your marital status.
4. In Section C, indicate the amount you wish to withdraw from your pre-tax account or your Roth 401(k) at the attainment of age 59 ½. Make sure to check the appropriate box for either 'Withdraw' or 'Other'.
5. Choose your payment options in Section D. Select either direct deposit or check. For direct deposit, ensure you complete the attached Payment Options form.
6. In Section E, decide on federal and state tax withholding options. Note that the taxable portions of the distribution are subject to mandatory withholding rules.
7. Review Section F and provide your signature. Include the date and print your name beneath your signature.
8. If applicable, fill out Section G for spousal consent if you're married. Have your spouse's signature notarized.
9. Complete Section H for plan administrator information. Make sure to sign and date this section as well.
10. Once all sections are completed, review your form for accuracy. Save any changes made to the form, and download or print the document for submission.

Complete your documents online today to streamline your in-service withdrawal request.