Penserv distribution form 2025

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The document is a Distribution Request Form for the AACS RightPath Retirement Plan, detailing the procedures and regulations for withdrawing funds from 403(b) plans. It outlines eligible distributable events as defined by the IRS, such as retirement or disability, and specifies the necessary forms and processes for requesting distributions or rollovers. The document also includes information on tax implications, beneficiary designations, and options for postponing distributions. Participants are advised to consult with tax advisors regarding their distribution choices.

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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.

Who owns PenServ Plan Services?

Our team consists of retirement plan specialists and consultants dedictated to employee benefit field and provide the highest quality service to our clients. Michael F. Ostuni, Jr. is the owner of the firm.

How do I withdraw from PenServ?

Request a withdrawal form from your investment provider. Complete the withdrawal form and submit it to PenServ for review. PenServ will review and confirm the withdrawal/rollover meets IRS requirements.

Can I borrow from my PenServ account?

Loans: PenServ Plan Services makes loans available to 403(b) participants. Required Minimum Distribution Services.

What is the phone number for PenServ 401k?

For more information about PenServs full range of services, call us at 888.473. 7888.