Workplace retirement
Gather plan and distribution papers before you enroll, claim, or withdraw under published rules.
Papers this process lists
- Plan summary / SPD
- Recent account statement
- Distribution / 1099-R notice (if any)
- Note of the published age or exception you are using
Appointment checklists
Official gather lists. Print, copy, or share before you go.
Not legal advice. Confirm on the official site.
Vault in the app is optional. These checklists stay free.