Savings Plus Withdrawal Request Booklet
This booklet contains information on how to select a payment method for your Savings Plus account, along with an application form. It also outlines federal and State of California tax rules. Consulting a tax advisor is recommended before making any payment requests.
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How do I fill this out?
Follow these instructions to complete your Withdrawal Request Booklet. Ensure all required fields are filled out accurately to avoid any delays. Refer to detailed instructions for each section on the webpage.
How to fill out the Savings Plus Withdrawal Request Booklet?
1
Review the eligibility criteria in Section 3.
2
Fill out your personal information.
3
Select a payment method in Section 6.
4
Complete tax withholding information in Section 7.
5
Sign and submit the form via mail, fax, or DocuSign.
Who needs the Savings Plus Withdrawal Request Booklet?
1
State employees who have separated and need to withdraw funds.
2
Public safety employees over the age of 50.
3
Individuals seeking information on federal and state tax implications.
4
Retired employees over the age of 59 1/2.
5
Anyone planning to convert Roth assets within their plan.
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What are the instructions for submitting this form?
Submit the completed application by mail to Nationwide Retirement Solutions, PO Box 182797, Columbus, OH 43218-2797. Fax submissions can be sent to (877) 677-4329. For electronic submission via DocuSign, contact the Savings Plus Solutions Center at (855) 616-4776. Ensure all fields are accurately filled and supporting documents included to avoid processing delays. Retain copies of all submitted forms for your records.
What are the important dates for this form in 2024 and 2025?
Ensure to submit your withdrawal requests and tax documents before April 1st to avoid penalties. Stay informed about any changes in federal and state tax laws.
What is the purpose of this form?
The purpose of this form is to facilitate the withdrawal of funds from your Savings Plus account. It provides comprehensive instructions on selecting a payment method, tax withholding options, and submission guidelines. Following the provided steps ensures a smooth transaction and compliance with federal and state tax laws.
Tell me about this form and its components and fields line-by-line.
- 1. Personal Information: Enter your name, address, and contact details.
- 2. Eligibility Criteria: Confirm your eligibility based on employment status and age.
- 3. Payment Method: Select your preferred method for receiving payments.
- 4. Tax Withholding: Provide information on federal and state tax withholding preferences.
- 5. Signature: Sign the form to validate your application.
What happens if I fail to submit this form?
Failing to submit this form can result in delays or penalties.
- Delayed Payments: Your withdrawal request will not be processed on time.
- Tax Penalties: Failure to withdraw required minimum distributions may result in tax penalties.
- Invalid Application: Incomplete forms may be rejected, causing further delays.
How do I know when to use this form?
- 1. After Employment Termination: When you have separated from state service.
- 2. Age-Based Withdrawals: If you have attained the age of 59 1/2 or older.
- 3. Roth Conversion: When converting Roth assets within your plan.
- 4. Public Safety Exceptions: If you are a public safety employee over age 50.
- 5. Periodic Withdrawals: For scheduled recurring payments.
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