For those looking for the online form to rollover distribution here are the instructions posted by Ret2018 from this thread
viewtopic.php?t=429509
Yes, that is exactly what I was looking for! Thanks!
I was able to get through to SmallBiz this morning, and the rep was quite helpful. For anyone else trying to find this form, the key is to go to:
-"Documents & statements" icon in the upper right hand corner, then choose
-"Forms & applications"
-then search on the term "remove money"
-click on "Remove Money From Your Retirement or Nonretirement Account
Use this process to sell full or partial shares of your retirement or nonretirement account. (i.e. SEP, SIMPLE, Trad, Rollover, Roth, i401k, Individual, Joint, Trust, Org). Please allow 1-3 business days for processing after we receive your form."
BINGO!
If you search on any other term (as I did yesterday), including the exact title of the i401k distribution form, you will not get the correct link.
viewtopic.php?t=429509
Yes, that is exactly what I was looking for! Thanks!
I was able to get through to SmallBiz this morning, and the rep was quite helpful. For anyone else trying to find this form, the key is to go to:
-"Documents & statements" icon in the upper right hand corner, then choose
-"Forms & applications"
-then search on the term "remove money"
-click on "Remove Money From Your Retirement or Nonretirement Account
Use this process to sell full or partial shares of your retirement or nonretirement account. (i.e. SEP, SIMPLE, Trad, Rollover, Roth, i401k, Individual, Joint, Trust, Org). Please allow 1-3 business days for processing after we receive your form."
BINGO!
If you search on any other term (as I did yesterday), including the exact title of the i401k distribution form, you will not get the correct link.
Statistics: Posted by StrongMBS — Tue Apr 23, 2024 5:44 pm — Replies 230 — Views 18841