The very brief video above shows the step-by-step process needed to request a 401(k) distribution or rollover from your 401(k) account online. The steps in the request process are simple, but be advised that from start to delivery, it may take several weeks before you receive your 401(k) funds or check. See the final statement below for more details.
- Go to our Home page and click “Log In” at the top right-hand side of the page.
- Enter your user name and password .
- Click on “Withdrawals” in the blue ribbon.
- Click on “Distribution Request.”
- Review the distribution disclosure, then click “Get Started.”
- Select a 401(k) distribution reason and a distribution option. If you choose the Existing IRA Account, Direct + Rollover Distribution, or a Qualified Retirement Plan Rollover Distribution, you must also provide account and routing information for your financial institution. Incorrect information will delay processing time. Once finished, click “Save and Continue.”
- Fill out the payment instructions section. If you have requested a 401(k) distribution before, the information you submitted previously will be saved here. Once finished, click “Save and Continue.”
- After you submit your payment instructions, you will be asked to verify whether you currently have an outstanding 401(k) loan. Please select your answer, then click “Save and Continue.”
- Review all of your personal information and 401)k) distribution details. If correct, click “Save and Continue.”
Sign and submit authorization for your 401(k) distribution.
You’re finished! See – that was easy.
Please remember: It takes 7-10 business days to complete the 401(k) distribution process. In addition to the processing time, please allow another 1-3 business days to receive the funds via ACH and 7-10 days to receive checks sent via First-Class mail.
