For all participants who utilize the RPGFocus platform by accessing their account at RPGFocus Retirement Account Login for Plan Sponsors and Plan Participants (rpgconsultants.com):
Your Plan is enabled for online withdrawal requests and it is recommended that you initiate a loan withdrawal or account distribution/rollover directly from your Participant Portal to 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 online, you may download the PDF version of the applicable withdrawal form below. Note: 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 any withdrawal option.
For participants who do not use the RPGFocus platform or for those who wish to still use paper forms, see the links below: