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How to use or fill out the Return of Excess Contributions form online

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by filling out Section 1 with your personal details, including your name, email, Social Security or Taxpayer ID number, and both evening and daytime phone numbers.
  3. In Section 2, provide the plan number and name of the plan sponsor. You can find your plan number at NetBenefits.com/atwork or by contacting your plan sponsor.
  4. Select the type of ROE you are requesting in Section 3. If you choose '402(g) Excess Deferral', enter the excess amount and year of excess. Remember to attach your W-2 Tax Form(s). For 'Rollover Correction', ensure you have the original letter from your former employer indicating the excess contributions.
  5. Complete Section 4 regarding tax withholding for current year only. Make sure to select whether state taxes should be withheld.
  6. If required, obtain approval from a plan representative in Section 5. Ensure they sign and date this section.
  7. Finally, sign and date Section 6 to authorize actions on this form and confirm that all information is accurate.

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