Your Plan is enabled for online distribution requests where you may initiate your account distribution/rollover from your Participant Portal and avoid having to complete and sign paper or PDF forms and attach supporting documentation. Log on to your Participant account and visit the Loans & Withdrawals page to access all available withdrawal options for your Plan. If you are unable to initiate your distribution , visit the Forms section of our website (http://forms.rpgconsultants.com) to download a PDF copy of the appropriate distribution or withdrawal forms. PDF forms have a longer processing timeline and additional requirements, such as an identity verification phone call, valid photo ID requirements, as well as supporting documentation for rollovers over $25,000. Please be sure to review the Special Tax Notice which details all tax implications for distributions/withdrawal options.
Where can I get a distribution form? Print
Modified on: Fri, 25 Nov, 2022 at 10:12 AM
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