Continue
Back to the demonstration menu
Cincinnati, Chris
IVR and Web Demonstration 401(k) Savings
Information presented here is current as of 07/18/2006.
Read the following documents before requesting a distribution:
Special Tax Notice | Q&A for Distributions
| Source | Account Balance |
Vested Percent |
Vested Account Balance |
Outstanding Loan Balance |
|---|---|---|---|---|
| PRE-TAX | $33,996.40 | 100.00% | $33,996.40 | $0.00 |
| MATCHING | $3,682.55 | 100.00% | $3,682.55 | $0.00 |
| PROFIT SHARING | $16,488.26 | 100.00% | $16,488.26 | $0.00 |
| UNALLOCATED MATCH | $0.00 | 0.00% | $0.00 | $0.00 |
| ROLLOVER | $0.00 | 0.00% | $0.00 | $0.00 |
| Total | $54,167.21 | $54,167.21 | $0.00 | |
| Outstanding loan balance | $0.00 | $0.00 | $0.00 | |
| Total available for distribution | $54,167.21 | $54,167.21 | $0.00 |
* Indicates required fields.
| Participant Information | |
|---|---|
| Social Security number: | 999-00-XXXX |
| Date of birth: | 11/23/1937 |
| Date of termination: | 01/14/2000 |
| *Your e-mail address:
If you modify your e-mail address here, it will not update your e-mail address on file. To update your e-mail address go to the "Update Account" menu item at the top and select "Change E-mail". |
|
| Phone number: | |
| Paydate of last contribution: If you ended your employment recently, you should wait until your employer has deposited your final contribution before you request a distribution. A distribution fee may be charged to your account for each distribution transaction. |
|
| Your reason(s) for distribution: | Termination |
Choose one of the following options.
Options |
||
|---|---|---|
| Your maximum amount available for distribution: | $54,167.21 | |
| The minimum allowed for a partial distribution: | $1,500.00 | |
Rollover |
||
| 1. Choose amount:
Total Vested Balance
Partial Rollover $ Amount (balance to remain in your plan) |
||
| 2. Select rollover
recipient:
The Standard annuity |
||
Lump Sum Distribution |
||
| 1. Choose amount:
Total Vested Balance
Partial $ Amount (balance to remain in your plan) Partial $ Amount (balance as rollover) |
||
| 2. Select rollover
recipient:
Another financial institution for the benefit of Cincinnati,
Chris.
|
||
Payments from Account |
||
| Payments from account will be sent by check, until we have received
and processed the EFT Form.
|
||
A fee may apply to your distribution request. This fee may be a combination of a distribution fee, per Administrator fee and processing fee and may vary based on options selected.
If you are age 70½ and you selected "Rollover" as your benefit option, we are required by law to pay your required minimum distribution to you prior to paying your rollover distribution. Your minimum distribution check will be mailed to you, and your rollover check will be mailed to your designated financial institution.
Some plans allow participants to access vested employer money for Hardship Withdrawals. Please see your plan's Summary Plan Description for details. If this such a withdrawal is allowed by your plan, you will need to complete a Distribution Request Form to request the withdrawal.
If you are not comfortable requesting a distribution online, please download and complete a Distribution Request Form.
| GOLD Demo Site navigation: |
| Continue
Back to the demonstration menu |