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Forms - NADART Retirement Plan Forms
Forms by Event
Requesting a Payment?
Starting in the Plan?
Transferring to a New NADART Plan?
Making Changes to an Existing Account?
Distribution Forms by Number
Account Maintenance Forms by Number
Administrative Forms
Requesting a Payment?
Requesting immediate payment of a benefit due to termination of employment or retirement?
NADART Benefit Request Form (N-10)
* (pdf)
NADART Direct Rollover Election Form (N-15)
* (pdf)
May also need
Loan Repayment Election (IC-25)
(pdf)
NADART
Roth Account Distribution Form (N-11)
* (pdf)- for participants enrolled in a plan with Roth 401(k) options (Investment Choice plans only)
If you are transferring to an affiliated employer, please read the
Affiliated Transfer Fact Sheet
(pdf).
Requesting deferred payment of a benefit due to termination of employment or retirement?
NADART Benefit Request Form (N-10)*
(pdf)
NADART Benefit Request Periodic/Deferred Payment (N-20)
* (pdf)
NADART Direct Rollover Election Form (N-15)
* (pdf)
May also need
Loan Repayment Election
(IC-25) (pdf)
NADART Roth Account Distribution Form (N-11)*
(pdf) - for participants enrolled in a plan with Roth 401(k) options (Investment Choice Plans only)
Requesting periodic payments of a benefit due to termination of employment or retirement?
NADART Benefit Request Form (N-10)
* (pdf)
NADART Benefit Request Periodic/Deferred Payment (N-20)*
(pdf)
NADART Direct Rollover Election Form (N-15)*
(pdf)
May also need
Loan Repayment Election (IC-25)
(pdf)
NADART
Roth Account Distribution Form (N-11)*
(pdf) - for participants enrolled in a plan with Roth 401(k) options (Investment Choice Plans only)
Requesting payment of all or some voluntary after-tax contributions?
NADART Voluntary/In-Service Withdrawal (N-50)
* (pdf)
NADART Direct Rollover Election Form (N-15)*
(pdf)
NADART Roth Account Distribution Form (N-11)*
(pdf) - for participants enrolled in a plan with Roth 401(k) options (Investment Choice Plans only)
Requesting payment of an in-service withdrawal? (Must be over age 59 ½)
NADART Voluntary/In-Service Withdrawal (N-50)*
(pdf)
NADART Direct Rollover Election Form (N-15)*
(pdf)
May also need
NADART Benefit Request Periodic/Deferred Payment (N-20)*
(pdf)
NADART Roth Account Distribution Form (N-11)
* (pdf) - for participants enrolled in a plan with Roth 401(k) options (Investment Choice Plans only)
NADART In-Service Withdrawal Fund Distribution (N-12)
(pdf) (Investment Choice Plans only)
Requesting payment of a benefit due to disability of a participant?
NADART Benefit Request Form (N-10)
* (pdf)
NADART Direct Rollover Election Form (N-15)*
(pdf)
Statement of Disability (N-DIS)
(pdf)
May also need
NADART Benefit Request Periodic/Deferred Payment (N-20)
* (pdf)
May also need
Loan Repayment Election (IC-25)
(pdf)
NADART Roth Account Distribution Form (N-11)*
(pdf) - for participants enrolled in a plan with Roth 401(k) options (Investment Choice Plans only)
Requesting payment of a benefit due to death of a participant?
NADART Benefit Request Form (N-10)*
(pdf)
NADART Death Benefit Request Form (N-40)
(pdf)
NADART Direct Rollover Election Form (N-15)*
(pdf)
May also need
NADART Benefit Request Periodic/Deferred Payment (N-20)
(pdf)
May also need
Loan Repayment Election (IC-25)
(pdf)
NADART Roth Account Distribution Form (N-11)*
(pdf) - for participants enrolled in a plan with Roth 401(k) options (Investment Choice Plans only)
Requesting payment of a hardship withdrawal?
NADART Financial HardshipWithdrawal Form (N-HS)
(pdf)
Determining Eligibility for a 401(k) Hardship Withdrawal (HBRO)
(pdf)
Requesting payment from a deferred account?
NADART Deferred Account Benefit Request Form (N-35)*
(pdf)
NADART Direct Rollover Election Form (N-15)
* (pdf)
Claiming Abandoned/Wasting Trust Benefits?
Abandoned Benefits Recovery
Wasting Trust Benefits Recovery
*online enabled form