Pentegra Retirement Services REQUEST FOR WITHDRAWAL FROM A ... - 401ksave 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the PARTICIPANT DATA section. Clearly type or print your name, current address, Social Security number, email, and phone number.
3. Indicate your former employer's name and Plan ID. If applicable, check the box for withdrawal due to disability.
4. Choose between a total or partial withdrawal request. For partial withdrawals, specify amounts for non-401(k) and taxable monies.
5. Select your preferred form of payment by checking the appropriate box for direct rollover options or payment directly to you.
6. Complete the DIRECT ROLLOVER INSTRUCTIONS section with details of the receiving plan or institution if applicable.
7. Finally, sign and date the form at the bottom. Ensure all required fields are completed before submission.

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