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Paychex request distribution form 2026
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- Click ‘Get Form’ to open the paychex request distribution form in our platform.
- Begin by entering the Company Name and Plan # in the designated fields. Ensure that these details are accurate as they are required for processing.
- For balances less than $1,000.00, select the option to instruct Paychex Retirement Services to issue a check to the employee, noting that a mandatory 20% federal tax will be withheld.
- If the balance is greater than $1,000.00, indicate your choice regarding automatic rollover by selecting the appropriate checkbox and providing the IRA company name and address.
- List each employee subject to involuntary distribution by filling in their names, last four digits of their Social Security numbers, and current addresses. Make sure all information is up-to-date.
- Finally, ensure that you sign and date the form as the Plan Administrator, including your contact information for any inquiries.
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PAYCHEX Direct Deposit Enrollment/Change Form* Return this form to your local Paychex office. COMPLETE TO ENROLL/ADD/CHANGE BANK ACCOUNTS