401 k request form 2026

1. Click ‘Get Form’ to open the 401 k request form in the editor.
2. Begin by filling out the 'Participant Information' section. Enter your Social Security Number, first and last 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 a specific dollar amount. If rolling over funds, provide details of the financial organization.
4. Complete the 'Direct Rollover Information' by specifying the plan or IRA where you want your funds rolled over. Include necessary account numbers and rollover amounts.
5. Fill out the 'Withholding Election' section if applicable. Indicate whether you want federal and state income tax withheld from your distribution.
6. Finally, sign and date the Authorization section to confirm your request before submitting it to your plan administrator for processing.

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