Get Mo Cerf Separation From Employment Withdrawal Request 401(a) Plan 2020-2025

Filling out the MO CERF Separation From Employment Withdrawal Request 401(a) Plan can be a straightforward process with the right guidance. This document is designed for individuals who are no longer employed by the sponsoring employer and wish to request a withdrawal from their retirement plan.

Follow the steps to complete your withdrawal request effectively.

1. Click ‘Get Form’ button to obtain the form and open it in your online editor.
2. Provide your personal information in Section A. Ensure that the name matches the one on file with the Service Provider. Fill out your U.S. Social Security Number, date of birth, phone number, mailing address, and confirm your citizenship status.
3. In Section B, select your reason for withdrawal by choosing one option from the provided list. Ensure you input the separation or retirement date accurately.
4. Proceed to Section C to specify the type of withdrawal. Provide the amount you are requesting, either as a percentage or a specific dollar amount. Make sure to complete this section according to your chosen withdrawal option.
5. In Section D, fill in the details for the new Trustee/Custodian/Provider if you are rolling over your funds. If the payment is payable to you, simply proceed to the next section.
6. Select your preferred method of delivery in Section E. Options include check via regular mail, express delivery, direct deposit, or wire transfer. Choose the option that best meets your needs.
7. Complete Section F if you are a non-resident alien, providing the necessary tax information corresponding to your tax status.
8. In Section G, determine how you want your income taxes withheld from your withdrawal. Attach any necessary IRS forms if required.
9. Sign and date the form in Section H. Ensure your signature is notarized if you are requesting direct deposit via ACH or wire transfer, or if there’s a change of address.
10. Finally, send the completed form as instructed in Section I. You may fax or mail it to the provided addresses.

Complete your withdrawal request online today for a smooth and efficient processing experience.