You have two choices for completing the Multiple Fund Plan distribution form:
- Online submission - complete the form online and submit electronically with a digital signature. Online form submission cuts the processing time in half. Your current address MUST be in our database to process online requests. If we do not have your current address you cannot use online submission.
- Print Form* - Print your form to sign and send in to us.
The ADVANTAGES of rolling funds from your 401(k) to a Traditional IRA with Slavic Investments:
- RETIREMENT SAVINGS
- Less anxiety. Why worry more about your retirement?
- Tax-deferred gains
- You can contribute up to $4000 with your new IRA (depending on salary).
- You will not incur 20% federal withholding if your balance is under $200.
- After your 55th birthday, you will not incur the 10% penalty for taking an early distribution, once you retire from employment. You can not contribute to your 401(k) once you have left employment.
We deal with a number of fund companies including: Fidelity Advisor, Oppenheimer, Scudder, Franklin, Mainstay, Janus, MFS, Templeton, American Funds, AIM, John Hancock and Invesco. If you would like more information on opening a traditional IRA or advice on opening an IRA with another fund company; please e-mail Jim Schoenmaker, a registered representative, at jims@slavic401k.com with your name, daytime telephone and any questions you may have.
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Tax Notification Form 402(F)
This notice* contains important information you will need before you decide how to receive your benefits from the Tax Incentive Savings Plan.
*This form is in the Adobe Acrobat Portable Document Format
(.pdf) and requires the free Adobe Acrobat Reader to view and print so that
you may complete the form before submitting it to Slavic Investments.