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.
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.
2023 W-4R – For use when requesting Federal tax withholding above the standard amount for the following payment types: one-time payments, systematic payments lasting less than 10 years, Required Minimum Distributions, Unforeseeable Emergency requests, etc.
Uniform Life Table – Determine the maximum amount of time during which benefit payments may be made to participants.
Single Life Expectancy Table – For use by account holders who are unmarried; married and whose spouse is not more than 10 years younger; or married and whose spouse is not the sole beneficiary of the account.
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.