Request a distribution or rollover

Please provide the following information. A representative of WC Administrators will contact you in 1-3 days to discuss taking a distribution on your 401k.

You may also request distribution forms by calling WC Administrators at 1-800-748-4865 or (801)595-1100.

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Please note: WC Administrators can only initiate a distribution for participants in a plan that we currently administer.

However, we would be happy to answer questions that you may have about the distribution process. Just call us or send us an e-mail.

Contact WC Administrators, LLC

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401k Distribution Withdrawal Rules

• Because contributions to your 401k plan are made with pre-tax dollars, distributions from your plan may be taxable.
• If you choose to have your money paid directly to you and are under age 59 ½, additional penalties will also apply for early withdrawal.

There are many regulations and special tax rules related to 401k distribution withdrawals. For information, please call us at 1-800-748-4865 or (801)595-1100.

How to withdraw: Cash out, I.R.A. rollovers & 401k rollovers

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Participant Information

*First Name:       *Last Name: 

*Company Name:

Years with company:

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*Reason for payment:

  Termination of employment, including retirement
  Attainment of age 70 ½ (required minimum distribution)
  Hardship withdrawal (a 10% penalty will apply.)   Hardship withdrawal rules.
  Termination of plan
  Death
  Disability

If you do not qualify under one of the above listed reasons, you are not eligible to take a distribution on your 401k. You may, however, qualify for a 401k loan. Please refer to our loan application request for rules regarding 401k loans.

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Method of payment:

  Paid directly to me (taxes & penalties apply)
  Direct rollover (transfer) to my IRA
  Direct rollover to another employer's Qualified Retirement plan (i.e. 401k plan)
  A combination of the above
  Undecided

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Contact / Delivery Information

Mailing Address

Street:  

City:      

State:   Utah Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pacific Islands Pennsylvania Puerto Rico-Virgin Islands Rhode Island South Carolina South Dakota Tennessee Texas Vermont Virginia Washington West Virginia Wisconsin Wyoming     Zip:

*Phone:         Fax:    
Please provide a daytime phone number.

E-mail:  

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A representative of WC Administrators will contact you in 1 to 3 days to discuss taking a distribution on your 401k.

*Please contact me by:   phone (Mon -Fri, 8:30 am - 5:00 pm MST)     e-mail

*Please send my application to me by:    mail     fax     e-mail

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*Distribution Fee

There is a $35.00 distribution fee for all distributions. Depending on your company's rules for distributions, you may be required to pay this fee up front in order for the distribution to be processed. 

           I understand that I will be charged a $35.00 distribution fee this withdrawal/rollover.

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*Eligibility

In order to qualify for a distribution, you must meet certain eligibility rules. If you cannot take a distribution for any reason, a representative of WC Administrators contact you to let you know.

           I understand that submission of this form request does not guarantee my eligibility for a distribution.

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Please note: WC Administrators can only initiate a distribution for participants in a plan that we currently administer.

However, we would be happy to answer questions that you may have about the distribution process. Just call us or send us an e-mail.

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• Guardian 401(k)
• Guardian Variable Annuity

• John Hancock 401(k)
• John Hancock Variable Annuity

 MassMutual
  Financial Group

• MassMutual Financial Group