Forms and Publications are provided in this section as viewable files that can be printed. Forms cannot be completed online because they must be filled out, signed and, in some cases notarized, before they can be accepted by the PERAPlus’s 401(k) Plan.
The Hardship Withdrawal Form is now available as a prefilled form. The prefilled form may be accessed at menu option Account, Withdrawals, Request a Withdrawal.
To view the desired package or form, simply click on the title in the following list:
TD Ameritrade Forms for Self-Directed Brokerage Accounts: