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Nationwide retirement forms cover the official paperwork used to manage distributions, rollovers, and other transactions within employer-sponsored retirement plans administered by Nationwide Retirement Solutions. These forms are designed to ensure that fund withdrawals and transfers are processed correctly, that taxes are withheld and reported in compliance with IRS requirements, and that the request aligns with the rules of the specific plan — whether it's a 401(k), 403(b), 457(b), or 401(a).
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About Nationwide retirement forms
People typically need these forms when they're leaving a job, retiring, reaching a required minimum distribution age, or transferring funds to another retirement account. A key example in this category is the Participant Distribution Request Form (PNF-0875M9), which plan participants — and in some cases a spouse or plan sponsor — must complete to authorize a distribution or rollover. Getting the details right matters: missing signatures, incorrect tax withholding elections, or incomplete banking information can delay processing or trigger unintended tax consequences.
Because these forms often involve precise financial and legal information, accuracy is essential. Tools like Instafill.ai use AI to fill out these forms in under 30 seconds, reducing the risk of errors and making the process significantly faster — whether you're working with a fillable PDF or a static document that needs to be converted into an interactive form.
Forms in This Category
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