Get Hart Retire

This guide provides step-by-step instructions for filling out the Hart Retire form online. Whether you are an experienced user or new to digital document management, this comprehensive guide aims to support your completion of the form efficiently.

Follow the steps to successfully fill out the Hart Retire form online.

1. Click 'Get Form' button to obtain the Hart Retire form and open it in the online editor.
2. Review the Special Tax Notice provided. This notice outlines your options for deferring income taxes and avoiding penalties. Pay particular attention to how the taxation affects the interest portion of your withdrawal.
3. Fill out the Withdrawal Request section. Indicate the amount you wish to withdraw. If you are requesting the payment be made directly to you, complete Section 1. If you are rolling over any taxable portion, complete Section 2 accordingly.
4. Consult with a tax advisor if you plan on rolling over funds to a Traditional IRA or Roth IRA to ensure compliance with all regulations and to understand the tax implications.
5. Once you have completed the necessary sections, review all your entries for accuracy to ensure all information is correct.
6. Submit your completed forms by faxing them to 973-712-7489 or mailing them to the address listed at the top of the form.
7. After submission, monitor for the processing of your request. In-service withdrawals are generally processed daily, with checks mailed within 2 to 3 business days.

Complete your Hart Retire form online to facilitate your voluntary account withdrawal today.