One america 401k withdrawal form 2026

1. Click ‘Get Form’ to open the one america 401k withdrawal form in the editor.
2. Begin by filling in your personal information at the top of the form. This includes your first name, middle initial, last name, mailing address, city, state, zip code, social security number, daytime telephone number, plan number, plan name/employer, and email address. Ensure all entries are in UPPER CASE letters using black or dark blue ink.
3. In Section I – Distribution Amount, choose between a full withdrawal or a partial withdrawal. If opting for a partial withdrawal, specify the amount you wish to withdraw.
4. Proceed to Section II – Tax Withholding. Indicate if you want federal and/or state taxes withheld from your distribution. Specify any additional amounts if desired.
5. In Section III – Payment Information, select your preferred type of distribution (lump sum or transfer/rollover) and provide necessary details based on your choice.
6. Complete Section IV by signing and dating the form to certify that all information is accurate.
7. Finally, ensure that Section V is filled out by an employer representative for approval before submission.

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