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EVERYDAY 401(K) HELP CENTER
  1. JPMorgan Everyday 401K
  2. Saver Support
  3. How Do I..? & FAQ's
  4. Rollovers & Withdrawals

Rollovers & Withdrawals

  • A Guide to Understanding Your 1099-R
  • How to Request an Auto-Enrolled Contribution Withdrawal
  • What Happens if A Loan Defaults?
  • Withdrawing Money in Retirement
  • The Ins and Outs of a 401(k) Rollover to J.P. Morgan
  • Direct Rollover vs. Indirect Rollover
  • Taxation of Distributions and Withdrawals - Chart
  • How to Request a Rollover Into My J.P. Morgan Account
  • Why J.P. Morgan Needs Incoming Rollover & Distribution Forms
  • How Do I Request a Rollover Into my J.P. Morgan Account From a SIMPLE IRA
  • Rollover Request Form FAQ
  • How To Request A Rollover Out Of Your J.P. Morgan Account
  • How to Request a 401(k) Withdrawal (a.k.a. Distribution)
  • You've Just Withdrawn Money From Your Account. What's Next?
  • How to Request a Loan from Your 401(k)
  • Repaying Your Loan While Employed
  • Loan Repayment Upon Termination
Important Disclosures from J.P. Morgan

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for investment, accounting, legal or tax advice. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. The information is shown for illustrative purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.

Plan sponsors should reference JPMIH’s 408(b)(2) services and fee disclosure notice for more complete information, which is available on the plan sponsor portal for your plan. Additional fee information is available for participants on your plan’s J.P. Morgan Everyday 401(k) website.

Certain recordkeeping and related services for plans may be provided on behalf of JPMorgan Invest Holdings LLC (J.P. Morgan) or by Vestwell Holdings Inc.

Vestwell Holdings Inc. provides various fiduciary and non-fiduciary services on its proprietary recordkeeping platform to support tax-qualified retirement plans. To learn more about Vestwell Holdings Inc. and its services, please visit https://www.vestwell.com.

J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co and its affiliates worldwide.

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