RayW7, in box 7 it's a 2-early distribution exception applies (under age 59 1/2). My situation was that after 35 years with the company my job function was replaced with a temporary work force and I wasn't offered another position. That was October 2018 and I wouldn't be 55 until December of 2019. I lost Group Medical, but did start receiving my pension January 2020. I had the option to keep the money there but I didn't what any more ties with them. An emotional choice maybe. I moved everything to my bank and got accounts set up there.
