Roth termination form 2026

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The document is a Roth Termination Form that outlines the process for participants to request distributions from their Roth 401(k) accounts due to employment termination, retirement, or disability. It includes instructions for completing the form, details on tax implications of distributions, and options for rolling over funds to IRAs or other plans. The document emphasizes the importance of understanding qualified distributions and associated tax consequences, including potential penalties for early withdrawals.

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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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