For our pension and profit-sharing clients, below you will find relevant forms, information sheets and convenient contact information to reach our staff in this area. Please contact us if you cannot find what you are looking for in these pages.

Participants in Nationwide 401(k) Plans - email your Plan Administrator for assistance In-Service Distribution form
Hardship Distribution
Termination of Employment Distribution Form
Special Tax Notice (Other than Roth Account)
Special Tax Notice (Roth Account)
Loan Applications and Instructions

Participants in All Other Plans - email your Plan Administrator for assistance Census Request sheet
Plan Info and Permissible Loan Amounts
IRS Dept. of Labor and PBGC Audits