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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.

  • 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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