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  • La Lasers Form 2-01 2023

Get La Lasers Form 2-01 2023-2026

Ributions (La. R.S. 11:537) Member's First Name Middle Name Member's Mailing Address Home Area Code/Phone Number Last Name City Mobile Area Code/Phone Number Social Security Number Today's Date State Email Address Would you like your address, phone number(s), and email address changed to the above? Zip Code Member's Birth Date Yes No SECTION 1: INSTRUCTIONS A copy of your Social Security card is required to be attached in order to process your refund. You may be contacted by LASE.

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How to fill out the LA LASERS Form 2-01 online

The LA LASERS Form 2-01 is essential for individuals seeking a refund of accumulated contributions from the Louisiana State Employees' Retirement System. This guide will provide you with clear, step-by-step instructions to help you fill out the form accurately and efficiently online.

Follow the steps to complete the LA LASERS Form 2-01 online.

  1. Click the ‘Get Form’ button to obtain the form and open it in your preferred online editor.
  2. Fill in your personal information clearly. This includes your first name, middle name, last name, mailing address, city, state, zip code, phone numbers, email address, and social security number. Ensure that all information is accurate and legible.
  3. In Section 1, read the instructions carefully. Note that a copy of your Social Security card is required to be attached to process your refund. You will also need to provide confirmations regarding your employment and any contributions.
  4. In Section 2, select one of the distribution options. Option 1 is to receive a refund of your contributions. Option 2 is for a qualified rollover to a financial institution. Be sure to initial next to your choice as required.
  5. If you selected Option 1, complete Section 3 with your account information. Here, indicate the type of account (checking or savings), the name and address of your financial institution, the routing number, and your depositor account number.
  6. Proceed to Section 4 to provide your signature and date. This signifies that you have attached your Social Security card and understand all related obligations and tax implications.
  7. If you selected Option 2, fill out Section 5 with the relevant details from the financial institution that will receive the rollover. Ensure that the institution’s authorized representative signs this section.
  8. After ensuring all sections are completed accurately, you can save the changes, download the completed form, print it, or share it as needed.

Complete the LA LASERS Form 2-01 online today to ensure your contributions are refunded or rolled over efficiently.

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On the LASERS website, go to Forms at the top of the screen, Select Member Forms; under DROP/IBO choose the form 09-03 Request for Withdrawal from DROP-IBO. The completed form may be faxed to 225-935-2856 or mailed to P. O. Box 44213, Baton Rouge, LA 70804. Online withdrawals are allowed from Empower accounts.

DROP/IBO Accounts Held at LASERS If you are under age 59 ½, payments may also be subject to a 10 percent early withdrawal penalty. LASERS recommends that you consult a qualified tax advisor before making any decision about the withdrawal of these funds.

Generally, you'll need to complete some paperwork, and describe why you need early access to your retirement funds. Unless you're 59 1/2 or older, the IRS will tax your traditional 401(k) withdrawal at your ordinary income rate (based on your tax bracket) plus a 10 percent penalty.

LASERS will issue your refund only after all required documents have been received, and all of your contributions have been processed. Most refunds are paid within 60 days.

Wait to Withdraw Until You're at Least 59.5 Years Old By age 59.5 (and in some cases, age 55), you will be eligible to begin withdrawing money from your 401(k) without having to pay a penalty tax. You'll simply need to contact your plan administrator or log into your account online and request a withdrawal.

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