In-Service Distribution Rollover
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In-Service Distribution Rollover
Request an in-service rollover from your active 401(k) to an IRA without separating from your current employer.
Participant full name *
Your answer
SSN *
Your answer
Date of birth
Employer name *
Your answer
Plan name *
Your answer
Participant email
Are you age 59 1/2 or older?
Source money types being rolled
+ 7 more questions
About this template
Request an in-service rollover from your active 401(k) to an IRA without separating from your current employer.
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1
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2
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3
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