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Distributions

How to Request a Rollover Distribution From Your Plan
Explains how to request a rollover distribution from a Ubiquity plan to another plan.
Understanding 401(k) Withdrawal Options and Processes
Explains what distribution/withdrawal options that may be available in your plan and the process of requesting them.
Understanding Required Minimum Distributions (RMDs) from Your 401(k) Plan
Explains what a required minimum distribution is and how to request it.
What Is a Hardship Withdrawal and How Do I Request One?
This article explains who can take a hardship withdrawal, what circumstances qualify under IRS rules, how to request one online, and what happens after your withdrawal is processed.