While Employed
Small Inactive Account Withdrawal – Get the qualifications for a withdrawal from a Small Inactive Account.
Unforeseeable Emergency Withdrawal – Apply for an unforeseeable emergency distribution.
Loss of Income Verification – Employer documentation of work missed.
HEART Act Form – Allows reservists called to active duty to take distributions from their retirement savings accounts without the usual 10 percent federal tax penalty assessed on early withdrawals.
In-Service Distribution of Rollover Account – Take a distribution from assets rolled into the Plan from another retirement plan.
After Leaving Employment
Benefit Distribution Request – Start the process needed to request a distribution from the Plan. Fill out this form and submit it via mail for processing. Learn more about how to start receiving income in the Learning Center.
Tax Withholding Change Request – Change your federal and/or state income tax withholding.Â
Uniform Life Table – Determine the maximum amount of time during which benefit payments may be made to participants.
Joint and Last Survivor Life Expectancy Table – Determine the maximum amount of time during which benefit payments may be made to them when the participant has designated their spouse as their sole beneficiary and their spouse is more than ten years younger than they are. Access Table II in the Appendix of this IRS Web page for the Joint and Last Survivor Life Expectancy calculations.
Special Tax Notice – Learn what you need to do before you decide how to receive your Plan benefits.
Required Minimum Distribution – Learn what you need to do upon reaching age 72 and get the necessary paperwork to request a distribution.
Public Safety Officer Insurance Premium Payment Authorization – Allows some public safety officers to request payments from the Plan to directly pay health and long–term care premiums on a tax– free basis.
Alternate Payee/Beneficiary
Alternate Payee Benefit Distribution Form – Allows alternate payees to request distribution after a divorce or other court ordered domestic settlement. Read more about how funds are transferred and distributed in the Learning Center.
Beneficiary Distribution Claim – Provides instructions for a beneficiary to make a withdrawal from the Plan upon the death of a participant.
Rollover Distributions
Outgoing Rollover Transfer Kit | A Lifetime of Service Brochure – Learn how to transfer assets from the Plan to another eligible retirement plan, including an IRA.
Direct Rollover to a Roth IRA – This form allows eligible participants to roll their account or a portion of their account to a Roth IRA.
