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The document outlines the procedures for requesting involuntary distributions from a retirement plan managed by Paychex Retirement Services. It specifies that balances under $1,000 will be issued directly to the employee after tax withholding if no distribution form is returned within 30 days. For balances over $1,000, funds must be rolled over to an IRA unless a completed distribution form is submitted. The document also includes instructions for providing participant information and emphasizes compliance with Department of Labor guidelines regarding missing participants.

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Versions	Form popularity	Fillable & printable
2019	4.8 Satisfied (144 Votes)
2017	4.3 Satisfied (56 Votes)
2012	4.4 Satisfied (520 Votes)

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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 get my tax documents from Paychex?

Log in to Paychex Flex. From the Dashboard, select Tax Documents. Click the PDF icon to View All. Click the name of the tax document you want to see.

How do I get my tax form from Paychex?

How Do I Get My Tax Form From Paychex? Paychex clients can log in to Paychex Flex and under Tax Documents you will have the option to download your W-2 or 1099.

Does Paychex file 1099s with the IRS?

Doesnt my payroll provider (Gusto, Paychex, ADP, etc) file these? Yes, your payroll provider files W2s for Employees, and 1099s for Contractors paid through their system.

What is the difference between Paychex and Paychex Flex?

Paychex offers payroll, human resources, and benefits outsourcing services for businesses of all sizes. Paychex Flex is a cloud-based platform that provides access to these services, allowing businesses to manage payroll, HR tasks, and benefits in one user-friendly interface.

How do I withdraw money from my 401k Paychex?

Individuals who have a 401k account and would like to take a distribution from the account are required to file a 401k distribution request. This can be done through their plan administrator or through an online portal.

paychex 401k distribution request

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What is a distribution request form?

This form is to request a participant withdrawal from your retirement account with your employer. Whether you are rolling over the funds or taking a cash payment, you will need to review the Special Tax Notice included at the end of this form.

How do I get my W-2 from my paycheck?

California Employee Connect Information CEC is the State Controllers web-based portal that allows you to view/print your paystubs and Form W-2s. Employees who opt-in to the new feature will be able to view and download current and previous years Form W-2s using any internet-connected device.

How do I get a PDF tax form?

You can download a PDF of the 1040 tax form on the IRS website. If you hire a tax preparer to help you, they might also provide the form.

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Got questions?

How do I get my tax documents from Paychex?

How do I get my tax form from Paychex?

Does Paychex file 1099s with the IRS?

What is the difference between Paychex and Paychex Flex?

How do I withdraw money from my 401k Paychex?

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What is a distribution request form?

How do I get my W-2 from my paycheck?

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paychex 401k distribution request form

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