Termination Distribution Forms – J&S For plans with Joint & Survivor Annuities Click here for Spanish version
		Termination Distribution Forms – no J&S For plans without Joint & Survivor Annuities Click here for Spanish version
		401(k) In–Service Withdrawal Forms For hardship and age 59 1/2 withdrawals Click here for Spanish version
		Death Benefit Distribution Forms For beneficiaries of deceased participants Click here for Spanish version
		Loan Application – Check Use if participant pays loan fee by personal check Click here for Spanish version
		Loan Application – Deduct from Account Use if loan fee will be deducted from participant's account Click here for Spanish version

		Termination Distribution Forms CB <$5k For Cash Balance plans where participant's vested benefit is under $5,000 Click here for Spanish version
		In-Service Cash Balance Distribution For Cash Balance plans that allow in-service distributions Click here for Spanish version
		Request for Benefit Calculation - CB For Cash Balance plans - participant's vested benefit is over $5,000 Click here for Spanish version
		Request for Benefit Calculation - DB For traditional Defined Benefit plans - vested benefit of any amount Click here for Spanish version
		CB/DB Loan Application - Check Use for Cash Balance/Defined Benefit loan requests Click here for Spanish version

*You will receive the Participant Termination Distribution Forms after completing and submitting the Request for Benefit Calculation. If you need a loan application or in-service withdrawal form, please contact the Loan and Withdrawal Service Team at (818) 379-6121.

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