The bulk of what you will need to manage and update your RetireReady SexyÕæÈË account can be done online, simply by . But, if you prefer to do things offline, we have all the forms you'll need below as downloadable PDFs.
This form combines notice of RetireReady SexyÕæÈË auto-enrollment and program highlights with an Opt-Out Form to use if you decide you do not want to participate in the program.
Use this form to change or add primary beneficiaries and secondary beneficiaries.
Use this form to change your name, permanent and/or mailing address, phone number, email address, contribution rate, annual increase, or bank information.
Use this form to request a withdrawal from your RetireReady SexyÕæÈË account.
Use this form if your contributions exceed the annual Roth IRA contribution limit or your income exceeds the maximum allowed for Roth IRA contributions and you need to make a withdrawal to correct the excess.
Use this form to move a contribution originally made to a Roth IRA into a Traditional IRA.
Submit this form with your rollover distribution check when completing a rollover into your RetireReady SexyÕæÈË Roth IRA or Traditional IRA.