IAPMO HUMAN RESOURCES
SUCCESS THROUGH PEOPLE
401k & Profit Sharing
Make changes to your account
Used to change and/or correct information for Participant's account: the Participant's name, Social Security number, date of birth, marital status, or other personal information.
Use this form to change your employee deferral amount %. Once the form is completed you must submit this change form to Human Resources.
rollover forms
Submit to IAPMO
This form provides for the transfer of assets from one qualified retirement plan or IRA directly to another qualified retirement plan or IRA. Your distribution will be made payable directly to your new account for your benefit. No taxes will be withheld from your rollover amount.
LOAN FORMS
Used for a Participant to request that a personal loan be reduced/refinanced. Use this link if spousal consent is not required for distributions. Otherwise, use the "spousal consent " form below.
The Spousal Consent section of this form is required to be completed and signed by your spouse (and witnessed) if you are married.
Summary Plan Description for detailed plan information see this document. For terms of withdrawal in the refinancing process, see article 8.
WITHDRAWAL FORMS
Employees 59.5 years old may use this to request a non-hardship withdrawal from the Plan prior to separation from service.
HARDSHIP withdrawal FORMS
Used to request a hardship withdrawal from the Plan prior to separation from service. First complete a Participant Hardship Statement or Primary Beneficiary Hardship Statement as applicable. For withdrawal without financial hardship, complete an In-Service Withdrawal Request form.
The Spousal Consent section of this form is required to be completed and signed by your spouse (and witnessed) if you are married. If hardship is required for loans, you must complete the appropriate Hardship Statement. If you have any questions, please contact 1-800-743-5274.