Some plans allow for in-service distributions, also called in-service withdrawals.

Review your plan's documents to confirm if your plan allows for in-service withdrawals, and any conditions that apply. We recommend checking out your Plan Highlights, located under "Documents & Reports" - "Forms & Notices."

If you need assistance determining what your plan allows, please contact us at 800-406-4015.

If you are eligible for an in-service withdrawal, you will need to fill out a paper form. You may obtain a copy of this form under "Documents & Reports" - "Forms & Notices." Your completed form should be returned to your plan sponsor for processing.