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Pentegra 401k withdrawal form

Pentegra 401k rollover form 2025

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The document is a request form for an in-service withdrawal from the Pentegra 401(k) program, allowing employees to withdraw funds under specific conditions. It outlines the necessary employee data, types of withdrawals available, payment instructions, and tax implications. Employees must review a Special Tax Notice before completing the form and may need spousal consent for certain withdrawals.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I withdraw from Pentegra?

Pentegra is a leading provider of retirement plan fiduciary outsourcing solutions to banks nationwide. As one of Americas oldest independent fiduciaries, we provide sponsors with retirement plans that run with less risk, greater efficiencies and improved outcomes.

How do I request a 401k rollover?

And if you need help, were here for you. Just contact the Pentegra Customer Service Center at 866-633-4015 for personal assistance. Saving for retirement is more important now than ever before. Take control of the money youve already accumulated and make sure that it continues to work for you and your future.

How do I contact guideline 401k customer service?

- Reach out to the Human Resources department of your previous employer. They should have information on who administers the 401(k) plan and can assist in connecting you with the right people. - Make sure to be clear about your issues, emphasizing that youre simply seeking access to your own funds.

How do I contact my old employer for 401k?

You must complete a hardship withdrawal form. This form should be submitted to the plan administrator along with documentation supporting the amount of the hardship request. After review, if more documentation is required in order to approve the hardship, you will be contacted and more information will be requested.

What form do you get for a 401k rollover?

Review Form 5498. This is an information form that provides details about the rollover and confirms to the IRS that the distribution was successfully rolled over.