Beneficiary Change Form Employee beneficiary change form Print and fill out, then return to your
HR department.
Participant Termination Withdrawal Form Employee 401(k) termination/rollover form Fill out this form and turn in to your HR
department if you are terminating employment or wish to roll money to a different
account.
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.
Loan Application Employee Loan application form, fill out and return
to your HR department.