Get S E P A R A T I O N Of S E R V I C E

The S E P A R A T I O N OF S E R V I C E Distribution Packet is an essential form for individuals who have separated from their employer and wish to request a distribution from their 401(k) plan. This guide provides clear, step-by-step instructions on how to complete the form online.

Follow the steps to successfully fill out the form.

1. Press the ‘Get Form’ button to access the S E P A R A T I O N OF S E R V I C E Distribution Packet. Ensure you have a reliable internet connection for a smooth experience.
2. Complete the participant information section by entering your first name, last name, middle initial, home address, city, state, zip code, contact number, email address, Social Security number, date of birth, and separation date. Make sure all information is accurate before proceeding.
3. Fill out the plan information section, detailing the plan name and plan ID number associated with your 401(k) account.
4. In the distribution election section, choose one of the options: Separation of Service, Disability, Alternate Payee of QDRO, or Plan Termination. If applicable, provide information about your requested amount and payment method in the one-time distribution section.
5. Specify your income tax withholding preferences for federal and state taxes. Indicate whether you want taxes withheld and at what rate, if applicable.
6. Select your preferred payment method, including options for cash distribution or direct rollover. Provide the necessary banking details if you choose electronic payment methods.
7. If applicable, complete the waiver of the qualified joint and survivor annuity section with the necessary signatures, ensuring that you and any required parties have properly acknowledged the waiver.
8. Sign and date the form to confirm that the information provided is accurate and complete. Ensure all required signatures, including that of a witness or notary if necessary, are included.
9. Finally, submit the completed form along with any required supporting documents to your Plan Sponsor or Third Party Administrator.

Complete your S E P A R A T I O N OF S E R V I C E online today to ensure your distribution request is processed efficiently.