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PDF Retirement Plan Loan Request Form - COM-FSM

PDF Retirement Plan Loan Request Form - COM-FSM 2025

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The document is a Retirement Plan Loan Request Form that allows participants to request a loan from their retirement plan. It includes sections for personal information, loan details, payment instructions, and signatures. Participants can choose between personal or mortgage loans, specify repayment terms, and authorize payment methods. The form outlines fees, interest rates, security provisions, and conditions for repayment.

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Versions	Form popularity	Fillable & printable
2022	4.4 Satisfied (38 Votes)
2019	4.6 Satisfied (23 Votes)
2014	4 Satisfied (25 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 to borrow money from your retirement account?

Steps to get a 401(k) loan Talk to your employer. Consider the terms. Complete the required paperwork. Receive the funds. Make regular payments on the loan. Continue regular 401(k) contributions.

Is it a good idea to borrow from your retirement?

Although youre able to borrow against your retirement account in many cases, its far from an ideal financing source. The risks that may come as a result are steep some of which may even set back your retirement planning if you cant keep up with payments.

How much do you have to have in your 401k before you can get a loan?

401(k) Loan Basics They are more accurately described as the ability to access a portion of your own retirement plan money. The loan amount you can borrow tax-free from your 401(k) depends on your vested balance. You can borrow whichever is less of: The greater of $10,000 or 50% of your vested account balance; or.

How can I withdraw money from my retirement plan?

Typically, you can start making penalty-free withdrawals from 401(k) plans, 403(b) plans and IRAs at age 59 . Early withdrawals may incur a 10% penalty and required minimum distributions (RMDs) start at age 73. Selecting the right withdrawal strategy can significantly impact your retirement income.

How do I borrow from my TDA?

If you are in active service, are on a leave of absence, or have TDA Deferral status, you may apply for a TDA loan on our website, provided you have registered for secure access. Alternatively, you may file a paper TDA Loan Application (code LO15).