Get the free Choice 401(k) Plan Request for Distribution to Purchase Base Plan Service (RS804A)

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Choice 401(k) Plan Request for Distribution to Purchase Base Plan Service Purpose of the Form Use this form to request full or partial distribution of funds in your PERSIA Choice 401(k) Plan account

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How to fill out choice 401k plan request

01

Open the 401k plan request form

02

Fill out your personal information: name, address, and contact details

03

Provide your employee identification number

04

Select the type of 401k plan you are requesting

05

Specify the contribution amount or percentage

06

Indicate the investment options for your contributions

07

Choose the beneficiary for your plan

08

Review the completed form for accuracy

09

Sign and date the form

10

Submit the form to the designated department or person

Who needs choice 401k plan request?

01

Employees who wish to enroll in a 401k plan

02

Employees who want to change their current 401k plan

03

Employees who have recently joined a company offering a 401k plan

04

Employees who want to make adjustments to their existing 401k plan

05

Employees who want to request a withdrawal or rollover from their 401k plan

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