J.P.Morgan Asset Management: Our Expertise

Withdrawal Request

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ABC Company 401(k) Savings Plan
Steve Smith

         
Enter withdrawal information Select payment option Select delivery option Review and accept Confirmation

Enter withdrawal information
You can choose to withdraw the maximum amount or you can enter a specific amount. Click the appropriate button below. For specific dollar amounts, do not include dollar signs or commas.

Contact Us - By Phone if you want to roll over your tax-deferred amount directly to a Roth IRA. If you request a rollover of your tax-deferred amount without contacting us, we will assume that you are rolling over to a traditional IRA or Qualified Retirement Plan.
Review Withdrawal Amount
Minimum In-service Withdrawal Amount   $1,000.00
Maximum In-service Withdrawal Amount   $24,296.91
 
Non-taxable Amount
   $0.00
Select Your Withdrawal Amount
Maximum amount
  OR
Specific amount
        (no dollar sign or commas)

 
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Things to know
  • Get the FAQs before taking a withdrawal.
  • Learn more about Withdrawals by accessing the Education Center.
  • Access the Special Tax Notice regarding plan payments.
  • Understanding non-taxable amounts.
  • A redemption fee may apply if shares are sold in an applicable fund before the holding period is met. Learn more.

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