Yes! You can use AI to fill out AeroVironment Profit Sharing and Salary Deferral 401(k) Plan In-Service Withdrawal Form
This form allows an employee participating in the AeroVironment Profit Sharing and Salary Deferral 401(k) Plan to request a withdrawal from their account funds while they are still actively employed. It is used for non-hardship withdrawals, such as reaching age 59 ½ or withdrawing from a rollover account. Completing this form correctly is crucial for ensuring the funds are distributed as requested and for managing tax implications. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
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Form specifications
| Form name: | AeroVironment Profit Sharing and Salary Deferral 401(k) Plan In-Service Withdrawal Form |
| Number of pages: | 1 |
| Language: | English |
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Follow these steps to fill out your IN-SERVICE WITHDRAWAL FORM form online using Instafill.ai:
- 1 Navigate to Instafill.ai and upload or select the In-Service Withdrawal Form.
- 2 Provide your personal identification information, including your full name and Social Security Number.
- 3 In Section II, specify the withdrawal amount as a dollar figure or percentage and select the type of withdrawal (e.g., Non-Hardship, Rollover).
- 4 Complete Section III by electing how you want the funds disbursed for both non-Roth and Roth accounts, choosing between a lump sum, direct transfer, or a combination.
- 5 Carefully read the acknowledgment in Section IV, which details your understanding of the tax consequences and your authorization for the distribution.
- 6 Sign and date the form to certify your request.
- 7 Download the completed form and return it to your benefits office or plan administrator for approval as instructed in Section V.
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Frequently Asked Questions About Form In-Service Withdrawal Form
This form is used by actively employed participants to request a withdrawal from their AeroVironment 401(k) account. It is intended for non-hardship withdrawals and withdrawals from rollover accounts.
You must be an actively employed participant in the plan. To take a general non-hardship withdrawal you must be at least 59 ½ years old, but you can withdraw from your rollover account at any age.
No, this form explicitly states that it is not for hardship withdrawals. You must obtain and complete a separate form for a hardship request.
You must choose to withdraw either a specific dollar amount (minimum $500) or a percentage of your available funds. Complete only one of these options.
A lump sum is a check paid directly to you, which is subject to a mandatory 20% federal tax withholding. A direct transfer, or rollover, sends the money to another retirement account like an IRA, which defers taxes.
Yes, if you take a lump sum distribution, it is considered taxable income and is subject to a mandatory 20% federal tax withholding. You can defer taxes by choosing a direct transfer to another retirement account.
Section III.b allows you to make a separate election for your Roth funds, such as a direct transfer to a Roth IRA. A 'Qualified Distribution' from your Roth account may be entirely tax-free.
Once you have completed and signed the form, you must return it to your Benefits Office or Plan Administrator for review and approval, as stated in Section V.
If you are under 59 ½, you can only use this form to withdraw funds from your rollover account. General non-hardship withdrawals are not permitted, and any taxable distribution may be subject to an additional 10% tax.
The Special Tax Notice is a required document that explains the tax rules and consequences of receiving a distribution from your plan. You must be provided with this notice to help you decide between a direct rollover and a payment to you.
You will need to provide the name of the financial institution or trustee receiving the funds and specify the account type, such as a Traditional IRA, Roth IRA, or another employer's plan.
Yes, services like Instafill.ai use AI to accurately auto-fill form fields with your personal information, which can save you time and help reduce errors.
You can use a service like Instafill.ai to upload the PDF and fill it out on your computer. The platform allows you to type directly into the fields, add a digital signature, and download the completed form for submission.
If you have a flat or scanned PDF, tools like Instafill.ai can convert it into an interactive, fillable form. This enables you to easily type your information into the correct fields online instead of printing and writing by hand.
Compliance In-Service Withdrawal Form
Validation Checks by Instafill.ai
Common Mistakes in Completing In-Service Withdrawal Form
A missing signature or date in Section IV is one of the most frequent reasons for form rejection. This happens due to simple oversight, especially on non-fillable PDF forms that must be printed and signed manually. Without a valid signature and date, the authorization is legally invalid, and the withdrawal request cannot be processed, leading to significant delays. AI tools like Instafill.ai can convert flat PDFs into fillable versions with clearly marked signature fields to help prevent such omissions.
Participants often either enter both a dollar amount and a percentage in Section II or leave the section entirely blank. This ambiguity forces the plan administrator to reject the form, as they cannot guess the participant's intent. To avoid this, carefully choose to specify either a precise dollar amount (noting the $500 minimum for transfers) or a percentage of available funds, but not both.
When selecting a 'Direct transfer' or 'Both' option in Section III, people frequently forget to write the full name of the receiving financial institution or trustee. This missing information makes it impossible for the plan to issue the check correctly, causing the request to be put on hold or rejected. To prevent this, have your new account information handy and accurately enter the full 'Name of Institution / Trustee' where the check should be made payable.
Participants sometimes select the 'Non-Hardship Withdrawal' option in Section II without meeting the required age of 59 ½. This error stems from not carefully reading the condition listed directly on the form next to the checkbox. Submitting a request for which you are not eligible will result in an automatic rejection and wasted time, requiring you to restart the process.
The instructions explicitly state this form is for all in-service withdrawals *excluding* hardship withdrawals, yet people still attempt to use it for that purpose. This leads to an immediate rejection and requires the participant to find and complete the correct, separate hardship application. Always read the first line of the instructions to confirm you are using the correct form for your specific situation.
In Section III, if a participant checks the box for 'Both direct transfer & lump sum distribution,' they often fail to specify the exact dollar amount or percentage to be transferred. The form cannot be processed with this ambiguity, as the administrator does not know how to split the funds between the direct rollover and the payment to you. To avoid rejection, clearly indicate the specific amount or percentage for the direct transfer portion when selecting this option.
A participant may elect to directly transfer non-Roth funds to a Roth IRA (Section III.a) without realizing this is a taxable event. The form warns that income tax will be due on the converted amount, but no taxes are withheld at the time of transfer, which can lead to a surprise tax bill and potential underpayment penalties. Before choosing this option, consult a tax advisor and ensure you are prepared to pay the associated income taxes.
Section V instructs the participant to return the completed form to their 'prior employer' or 'Benefits Office.' However, people may mistakenly send it directly to ADP (the recordkeeper mentioned on the form) or another financial institution. This misrouting significantly delays processing, as the form must first be approved by the Plan Administrator at the employer. Always follow the submission instructions in Section V precisely.
Entering an incorrect or incomplete Social Security Number is a common data entry error that will cause a mismatch with plan records. This leads to the rejection of the form and delays in accessing funds, and can also cause tax reporting errors with the IRS. Carefully double-check all nine digits of your SSN before submitting the form. AI-powered form filling tools like Instafill.ai can help prevent this by validating the format and number of digits entered.
Participants sometimes fill out their personal information and withdrawal amount but neglect to complete Section III, the Funds Disbursement Election. This section is critical as it tells the administrator where to send the money. An incomplete Section III will halt the entire process, as no funds can be distributed without these instructions, forcing the administrator to contact you and delay your payment.
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