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401(k) Generic Form Downloads
National Benefit Services, LLC forms
Information and Assistance for participants not with Nationwide, John Hancock or American Funds.
You must review the Special Tax Notice before completing any of the forms below.
The forms below are in Adobe™ Acrobat Reader™ format. If you do not have this free program installed on your computer you cannot view the files. You may visit www.adobe.com to download the free program.
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401(k) Salary Reduction Agreement & Beneficiary Designation/Change Form
Employee 401(k) Enrollment/Change Form
This form should be completed for the following reasons: to change % or amount contributing, change beneficiary(ies) or to change investments (if applicable).
Please select one of the following forms to complete. You may need to contact your HR department if you are unsure which form you need.
Form With Roth Election
Form Without Roth Election
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Termination/Retirement Withdrawal Form
Employee Termination/Retirement Form
This form should be completed by employees who have retired, quit or had their employment terminated. Print and complete this form, then return to your HR Department.
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In-Service Withdrawal Form
Employee In-Service Withdrawal Form
In most cases this form should only be completed by employees who have attained age 59 ½ and are 100% vested for all sources in their account. You will need to check with your HR department before completing this form to see if you are eligible for an in-service withdrawal. If you are eligible, print and complete this form, then return to your HR Department.
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Hardship Withdrawal Application
Employee Hardship Withdrawal Application
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Loan Request
Employee Loan Request Form
Check with your HR Department to see if your Employer’s Plan allows for loans before completing a Loan Request. If so, print and complete this form, then return to your HR Department.
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Death Benefit Withdrawal
Beneficiary Death Benefit Withdrawal Form
This form should be completed by Beneficiary(ies) of a participant who has passed away. In some cases it may be necessary to include a copy of the Death Certificate when returning this completed form to the HR Department of the deceased’s Employer.
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