Military Reservist Distribution -

[Guest kchadwell]

We have a client with a Participant that received his military orders in July and has to report October 25.

We sent a distribution form to John Hancock w/the date he has to report as his Term date since he's working right up until he leaves. They said they can't process a withdrawal with a future term date.

Then we sent an in-service withdrawal form to them (the plan does not allow in-service distributions); now they say they can't process this without making the check out to the plan and charging a fee.

They've been no help and don't seem to know what to do about this type of distribution - even though we can't believe it's the first one they've received.

Has anyone found a way around this???

Thanks!