Forms 4

• I am no longer with my Employer. What are my options?
• Where can I get a distribution form?
• How long does it take to get a distribution? What is the process?
• Can I take a distribution due to Coronavirus/ COVID-19?

Status 2

• What is the status of my distribution request?
• Can you expedite my distribution request?

Provisions 3

• Do I need to take a Required Minimum Distribution (RMD) this year?
• Can I take money out of my retirement account at any time?
• Can I take a partial distribution if I am no longer employed?

Tax Rules 2

• Can I rollover my pre-tax and Roth dollars into one IRA?
• Can rollover a portion to an IRA and distribute the rest to myself?