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Paychex Retirement Services fax number

(585) 389-7219

Loans and Distributions

Used for: Processing retirement plan distributions and related paperwork (e.g., involuntary distributions and required minimum distributions).

Fax destination details

Department
Loans and Distributions
Purpose
Processing retirement plan distributions and related paperwork (e.g., involuntary distributions and required minimum distributions).
Form
RS0077; RET0025 — Request for Involuntary Distribution (RS0077) and Required Minimum Distribution Election Form (RET0025)
Address
1175 John Street, West Henrietta, NY 14586, USA
Voice phone
585-385-6666

Before you send

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  • Check the organization website or call its main line for the current fax number.
  • Include a cover sheet and any case, member, claim, or form reference required.
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Complete participant information, sign, and fax to Paychex Retirement Services at 585-389-7219 for processing; include plan, participant, and distribution details as indicated on each form.

Official form instructions are published as a downloadable file on the organization's website.

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