Cares act 401k withdrawal deadline 2022: Fill out & sign online

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How to use or fill out CARES Act Self Certification and COVID Distribution Form

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Click ‘Get Form’ to open it in the editor.
Begin by filling in your personal data, including your name, account number (or last four digits of your SSN), primary address, date of birth, and contact numbers.
Select your distribution options. Choose between a lump sum withdrawal for the entire account balance or a partial amount. Ensure that the amount does not exceed the limits specified.
Indicate the source type of your funds by selecting all applicable options such as Pre-Tax, Roth, or Rollover. Then choose your investment option.
Select your payment method: either receive a check or opt for direct deposit. If choosing direct deposit, provide the necessary bank details and attach a voided check.
Complete the tax withholding section by indicating if you want any federal or state taxes withheld from your distribution.
Finally, sign and date the form to certify that you meet the qualifications under the CARES Act before submitting it as instructed.

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