The Vargo Company
The Vargo Company
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  We are a third party
  Administrator for the
  following companies:

    

    

    

    


    

    

    

    

    

    

    

    

FORMS

For your convenience, we have posted some common forms on-line. Simply find the form that you need from the list below, click on the name and print it out.

Please note that not all plans allow Hardship Distributions and/or Participant Loans. Also, certain plan provisions and Government regulations must be met in order to qualify for a Distribution, Hardship, or Loan. Simply completing and remitting a form does not entail that your Distribution, Loan, or Hardship request is automatically approved. All requests must receive approval from the Plan's Trustee or from the Company sponsoring the Qualified Retirement Plan.

If your plan is with an insurance company other than Guardian, you may be required to complete their distribution forms located on their participant website.

Special Tax Notice for Non-Roth Money

Special Tax Notice for Roth Money

You MUST print and review these tax rules carefully. If you need additional assistance with the rules of your distribution, consult your personal tax advisor.

Distribution Form

This form is to be used to request a distribution from your plan due to a distributable event, separation from service for example. An authorized plan representative must also sign this form.

Request for Hardship Withdrawal Under the Safe-Harbor Rule

Please check your Summary Plan Description or with your Employer to see if your plan allows for this option.

Loan Application

Please check your Summary Plan Description or with your Employer to see if your plan allows for this option.

Here are three links that explain some of the pros and cons regarding taking a loan from your retirement account:

       MSN Money        Motley Fool        401k Help Center

Required Minimum Distribution at age 70½
(Election to Defer Distributions Form)

This form is to be used to defer a RMD until after termination of employment.

Required Minimum Distribution at age 70½
(Minimum Distribution Form)

This form is to be used to request a RMD.



Once these forms are completed and signed by an authorized representative, please forward them to:

The Vargo Company
4932 Iroquois Avenue
Erie, PA 16511-2455

Please allow 4 to 6 weeks for processing upon receipt of properly completed forms.

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The Vargo Company, 4932 Iroquois Avenue, Erie, Pennsylvania 16511, (814) 897-1180