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Print Clear In-Service Distribution Form for active employees who have an available withdrawal option under the Plan Use this form if you want to: request a cash payment from your vested account.

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What is in-service distribution form?

The in-service distribution form is a document used to request a distribution of funds from a retirement plan while still being actively employed.

Who is required to file in-service distribution form?

Any participant in a retirement plan who wishes to request a distribution of funds while still employed must file an in-service distribution form.

How to fill out in-service distribution form?

To fill out the in-service distribution form, you need to provide personal information, such as your name, employee ID, and contact details. You also need to specify the amount you wish to withdraw and provide any required documentation, such as proof of financial hardship.

What is the purpose of in-service distribution form?

The purpose of the in-service distribution form is to allow participants in a retirement plan to access funds before they reach the normal retirement age while still being actively employed.

What information must be reported on in-service distribution form?

The in-service distribution form typically requires information such as the participant's personal details, employment information, desired distribution amount, and any supporting documentation required by the retirement plan administrator.

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