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Roth termination form 2026
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- Click ‘Get Form’ to open the Roth Termination Form in the editor.
- In Section I, fill in your personal information including your name, address, phone number, and Social Security number.
- Move to Section II and check the box that corresponds to your reason for termination. Be sure to include the effective date of your employment termination.
- In Section III, select one method of distribution for both Traditional and Roth 401(k) funds. If applicable, provide additional requested information regarding direct transfers or lump sums.
- Finally, read through Section IV carefully. Acknowledge by signing and dating the form before submitting it back to your prior employer for review.
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roth termination form
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