Transamerica 401k withdrawal form 2025

See details

4.8 out of 5

200 votes

The document is a Distribution Request Form that outlines the procedures and requirements for participants to request distributions from their retirement plans. It includes instructions for completing the form, specifies what types of requests are not permitted, and details the necessary signatures required from both the participant and employer. The form also provides options for distribution methods, including rollovers to IRAs or other plans, cash distributions, and annuity options. Additionally, it contains important tax information regarding rollovers and distributions, as well as spousal consent requirements when applicable.

Here's how it works

01. Edit your transamerica online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send transamerica 401k withdrawal via email, link, or fax. You can also download it, export it or print it out.

The best way to modify Transamerica 401k withdrawal form online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

With DocHub, making adjustments to your paperwork requires only some simple clicks. Follow these fast steps to modify the PDF Transamerica 401k withdrawal form online for free:

Sign up and log in to your account. Log in to the editor with your credentials or click on Create free account to examine the tool’s capabilities.
Add the Transamerica 401k withdrawal form for editing. Click the New Document option above, then drag and drop the document to the upload area, import it from the cloud, or via a link.
Adjust your document. Make any adjustments required: add text and pictures to your Transamerica 401k withdrawal form, underline information that matters, erase sections of content and substitute them with new ones, and insert symbols, checkmarks, and fields for filling out.
Finish redacting the template. Save the modified document on your device, export it to the cloud, print it right from the editor, or share it with all the people involved.

Our editor is very intuitive and efficient. Give it a try now!

See more transamerica 401k withdrawal form versions

We've got more versions of the transamerica 401k withdrawal form form. Select the right transamerica 401k withdrawal form version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2014	4.8 Satisfied (200 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

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.

What form do I need for 401k withdrawal?

File Form 1099-R for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from: Profit-sharing or retirement plans.

How long does it take for Transamerica to approve withdrawal?

All distribution approvals received by Transamerica before 4:00 p.m. Eastern Time are processed overnight, and the payment is released the very next business day. An interactive Users Guide that covers the Loan and Termination Distribution process is available on .TA-Retirement.com behind login.

Can I withdraw money from my Transamerica 401k?

Welcome to the Transamerica opt-out page If you wish to opt out of marketing with 3rd parties immediately, call us at (877) 257-4690 and our menu will prompt you through your choice(s). If you wish to opt out online, please fill out one of the below forms and we will process your request within 30 days.

How do I withdraw my 401k from Transamerica?

How do I apply for a withdrawal? You can apply for an in-service withdrawal by calling Transamerica at 800-755-5801 and requesting a withdrawal form. Transamerica will process your withdrawal request within five business days (or as soon as administratively possible) after it receives your properly completed request.

How can I cash out my 401k immediately?

Take an early withdrawal Youll need to speak with someone at your companys human resources department to see if this option is available and how the process works. Generally, youll need to complete some paperwork, and describe why you need early access to your retirement funds.