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Here is a list of the different types of withdrawals an employee can take and the withdrawal forms associated with them. 

Please note, withdrawals are not General Purpose Loans. Please refer to 401k Loan Procedure for more information on a general loan.

  • Hardships
  • Inservice  - age 59.5, rollover
  • Loans for primary residence (normal loans are not requested by form)
  • Termination (distribution) – terminated employees

If an employee has money in the ROTH source, they must use the ROTH version of the form.

 



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