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Paychex Online - Mozilla Firefox



Title: Rollovers and Withdrawals


https://apps.myapps.paychex.com/401k_emp/do/distributions

Retirement Services for Employees

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Rollovers and Withdrawals
Plan: Edge_spring Inc 401k Plan - 239790

Robert

Move Money Out of This Plan You have three choices for moving money out of your plan:
  • Roll money into another 401(k) plan.
  • Roll money into an IRA plan. Learn how to set up an IRA.
  • Withdraw the full balance, payable to you.
  • Not sure? Consult your financial advisor to discuss what's best for you.

    Special Types of Rollovers
    and Withdrawals
    Disability Distribution [?]Print Paperwork
    Beneficiary Distribution [?]Print Paperwork
    Partial Distribution [?] Request Paperwork
    Rollover and Withdrawal Status and History
    1 rollover or withdrawal has been initiated from your account since 07/18/2013.
    Don't have an IRA?
    Get one started! We can help.
    You can contribute to an IRA at the same time as your 401(k).
    Request a Rollover or Withdrawal Confirmation
    1. Verify Information 2. Application Method 3. Distribution Details 4. Review & Submit 5. Confirmation
    Confirmation
    You have requested a distribution. Please print this page for your records.
    Confirmation number: 22339996
    Employee pretax and employer contributions rollover details
    Pretax amount21,273.65*
    Payment will be sent by08/07/2013**

    Distribution methodDirect rollover to a Traditional retirement account (IRA)

    Electronic application
    Send check toMake payable to
    Robert
    TD AMERITRADE INC (FBO Robert)

    Additional Terms
    1. You are responsible for forwarding this check and any related documents to your financial institution.
    * The actual dollar amount is determined by the closing share price on the date of the trade, and a one-time $65 distribution fee is charged the first time a rollover or withdrawal is requested. Additional redemption and exchange fees may be charged by the fund administrator (refer to your prospectus).
    ** Please be aware that the scheduled mailing date may vary. Extenuating circumstances may delay your request beyond normal processing standards. Delivery times for U.S. Postal Service mail may also depend on your location. You may check this Web site at any time to track the status of your request.
    Close
    Your confirmation letter will be mailed to you within the next two business days.


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