Withdrawal Options While Still Employed

Reference our online distribution guide and follow the flow chart or review the article below: Click Here to Open Distribution Guide

While you are still employed you may have one or more of the following options for withdrawal from your retirement account:

• In-Service Withdrawal
  • If you are past the pre-retirement age of 59 1/2 your plan may allow you to request an in-service withdrawal
• Withdrawal from Rollover Source
  • If you have money in your account that you rolled over from a previous employer sponsored retirement plan or IRA, you may be able to request an early withdrawal from those funds
• Hardship Withdrawal
  • If you qualify for one of the IRS approved hardship reasons, your plan may allow to to request a hardship withdrawal

To initiate a withdrawal of funds while still employed you will need to complete an outgoing rollover & withdrawal form, which can be downloaded from the Greenleaf Trust website or requested to be received via email, mail or fax from Greenleaf Trust. 

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