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Paychex distribution request form 2025

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The document is a Request for Involuntary Distribution from Paychex Retirement Services, detailing the procedures for distributing retirement account balances of employees who have not returned their distribution forms. It specifies different handling for account balances over and under $1,000, including mandatory tax withholding and automatic rollovers to IRAs. The document also includes instructions for providing participant information to facilitate the rollover process and outlines the referral fee structure for Paychex.

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Versions	Form popularity	Fillable & printable
2019	4.8 Satisfied (144 Votes)
2017	4.3 Satisfied (56 Votes)
2012	4.4 Satisfied (520 Votes)

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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 do I transfer a 401k account to Fidelity?

Follow these 3 simple steps Step 1: Open your new rollover IRA. Scroll to details. Step 2: Contact your old 401(k) provider to move your money. Scroll to details. Step 3: Deposit your money into your Fidelity IRA. Scroll to details.

What is the required minimum distribution election form?

Purpose. The IRA Required Minimum Distribution (RMD) Election Form for Traditional (including SEP) and SIMPLE IRA Owners is designed to document your life expectancy divisor for your required minimum distribution (RMD) calculation. It will also allow you to choose how you will receive the RMD or other amount(s).

What is the difference between Paychex and Paychex Flex?

Paychex offers payroll, human resources, and benefits outsourcing services for businesses of all sizes. Paychex Flex is a cloud-based platform that provides access to these services, allowing businesses to manage payroll, HR tasks, and benefits in one user-friendly interface.

How do I transfer my 401k from Paychex to Fidelity?

To transfer your 401k account with Paychex, you will need to gather all the necessary information, including account details, current balance, and transfer guidelines. Once you have this information, contact Fidelity, the destination account provider, to inform them of your intention to transfer your funds.

How do I transfer my 401k from one institution to another?

Your 401(k) administrator may send a paper check to you or to the institution where you are opening your IRA, or the money may be rolled over digitally via wire transfer. If you receive a check in the mail, youll need to make sure its sent along to your new account within that 60-day window. Act quickly.

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What is a distribution request form?

This form is to request a participant withdrawal from your retirement account with your employer. Whether you are rolling over the funds or taking a cash payment, you will need to review the Special Tax Notice included at the end of this form.

Paychex distribution request form 2025

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Got questions?

How do I transfer a 401k account to Fidelity?

What is the required minimum distribution election form?

What is the difference between Paychex and Paychex Flex?

How do I transfer my 401k from Paychex to Fidelity?

How do I transfer my 401k from one institution to another?

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What is a distribution request form?

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