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  • Alerus 401k Withdrawal Form

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He calculation represents the performance of your investment portfolio for the reporting period, or the date Alerus Retirement Solutions began providing recordkeeping services for this plan, whichever is later. As is the case with all market-based investments, past performance does not guarantee future results. FUND NAME Loan Fund TICKER SYMBOL N/A 1 MONTH RETURN N/A 3 MONTH RETURN N/A YTD RETURN N/A 12 MONTH RETURN N/A 3 YEAR RETURN N/A 5 YEAR RETURN N/A Fidelity Advisor Diver Intl FD.

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How to fill out the Alerus 401k Withdrawal Form online

Filling out the Alerus 401k Withdrawal Form online is a straightforward process designed to help you access your retirement funds efficiently. This guide provides clear, step-by-step instructions to assist you in completing the form accurately.

Follow the steps to complete your Alerus 401k Withdrawal Form online.

  1. Click ‘Get Form’ button to obtain the Alerus 401k Withdrawal Form and open it in your browser.
  2. Begin by entering your personal information in the designated fields, including your full name, address, city, state, and ZIP code. Ensure that all information is accurate and up to date.
  3. Provide your plan number, which can be found on your retirement statement. This helps to identify your specific account.
  4. Indicate the type of withdrawal you wish to make. Options typically include hardship withdrawals, regular withdrawals, or rollovers. Select the option that applies to your situation.
  5. Enter the amount you wish to withdraw from your account. Be sure to adhere to any minimum withdrawal requirements set by your plan.
  6. If applicable, provide additional details or documents, such as proof of financial hardship or identification, as specified in the instructions.
  7. Review all entered information for accuracy to avoid delays in processing your withdrawal.
  8. Once you have confirmed that all information is correct, proceed to save your changes or download the completed form for printing and submission.
  9. Lastly, submit the form as per the instructions provided, whether via mail or another method specified by Alerus.

Complete your Alerus 401k Withdrawal Form online today to access your retirement funds.

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The fee for the Managed Account Program is 0.45 percent prorated over 365 days and applied to the average daily balance of your managed account. The fee is accrued daily and collected monthly. On an annual basis, the fee equals approximately $4.50 for each $1,000 invested.

Alerus Grand Forks, ND – Downtown (Corporate Center) 701.795. 3369 401 DeMers Ave.

Contact our Client Service Center at 800.279.3200 to confirm any requests.

The fee for the Managed Account Program is 0.45 percent prorated over 365 days and applied to the average daily balance of your managed account. The fee is accrued daily and collected monthly. On an annual basis, the fee equals approximately $4.50 for each $1,000 invested.

Note: to reach your retirement account from the My Alerus homepage, select your plan under Retirement and click the Plan Summary link on the right side of the page. Select Distribution Center from the left side menu. Select your distribution from the options available to you.

Taxes will be withheld. The IRS generally requires automatic withholding of 20% of a 401(k) early withdrawal for taxes.

We offer a number of ways to get in touch with us, or you may call our client service center at 800.279. 3200.

You are allowed to make withdrawals from your account under certain circumstances. The fees indicated will be deducted from your account to process each distribution you request. An outstanding loan balance may lower the amount of your requested distribution.

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