Aug 26, 2025 · Learn about Internal Revenue Code 401 (k) retirement plans and the tax rules that apply to them.

Complete this form if you are Chronically Ill or Disabled and are seeking life expectancy payments.

Please note: If you do not see the form you are looking for, please contact the Plan office at (800) 348-6515 Ext. 14 or by e-mail. Downloading Forms: You can download, view, and print forms from this …

Oct 8, 2025 · Filling out a 401 (k) withdrawal form involves providing your personal and account information, selecting the type and amount of distribution, and electing any required tax withholdings.

Click on the categories below for forms, letters, handouts and other documents related to your plan. Or find an item by using the Search documents box above.

These forms are used to enroll in a 401k plan, make changes to contribution amounts or investment options, request withdrawals, designate beneficiaries, or make other modifications to the account as …

Find the forms, instructions, publications, educational products, and other related information useful for retirement plans in one convenient place.

Access our most popular forms below, or select All Forms to see a complete list. Most forms can be completed online, or you can download a PDF where it's offered to fill out a paper copy.

Mar 31, 2025 · Many employers offer a 401 (k) or Roth 401 (k) plan to help their workers save. Here's how to get started and choose investments for a comfortable retirement.

A 401 (k) tax form helps report how you save, withdraw, or manage money in your retirement plan. You’ll usually see your 401 (k) listed on your W-2 when contributing, receive Form 1099-R when you …