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QP/401(k) Separation From Service Distribution Request Form 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by filling out the Participant Information section. Enter your Social Security Number, full name, and address. If your address has changed since your last statement, check the corresponding box.
  3. In the Distribution Instructions section, select how you wish to receive your distribution. Choose from options such as receiving your entire vested account or rolling over a portion to another plan or IRA.
  4. If applicable, complete the Insurance Information section regarding any life insurance associated with your account. Indicate whether you want to cash surrender the policy or assign it.
  5. Fill out the Direct Rollover Information if you are rolling over funds. Specify the financial organization and account numbers for where you want to roll over your distribution.
  6. Complete the Withholding Election section if necessary, indicating whether you want federal and state taxes withheld from your distribution.
  7. Finally, sign and date the Authorization section to certify that all information is accurate before submitting it to your plan administrator.

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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.

Please remember: It takes 7-10 business days to complete the 401(k) distribution process. In addition to the processing time, please allow another 1-3 business days to receive the funds via ACH and 7-10 days to receive checks sent via First-Class mail.
Separation from service: You wont pay the penalty on withdrawals if you leave your job during or after the year you turn 55 (50 for certain government employees).
This notice contains important information about the payment of your vested account balance in your employers Individual 401(k) Plan.
Distributions refers to money coming out of your retirement plan like a withdrawal or a rollover to another institution. The amount you can take out of your account depends on the type of retirement distribution and your plans rules, which can be found on the participant site on the Plan Highlights page.

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