Please visit the Forms section of our website ( to download a PDF copy of all distribution forms for your Plan. Forms are also available in Spanish by clicking on the 3rd tab on the left-hand side of the Forms page.

Your Plan may be 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. Log on to your Participant account and visit the Loans & Withdrawals page to see if the Termination Distribution option is enabled for your Plan. If the online distribution option is not enabled for your Plan, please follow the instructions in the preceding paragraph to download a PDF copy of a distribution/rollover form.