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Request for 403(b) Tax-Sheltered Annuity Loan Standard Insurance Company Individual Annuities 800.247.6888 Tel 800.378.4570 Fax 1100 SW Sixth Avenue Portland OR 97204-1093 www.standard.com 1 Participant
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What is form standard 403b loan?
Form standard 403b loan is a document used to apply for a loan from a 403(b) retirement plan account. It is a loan option available to employees of certain tax-exempt organizations, public schools, and certain ministers.
Who is required to file form standard 403b loan?
Employees who have a 403(b) retirement plan account and wish to borrow from it are required to file form standard 403b loan.
How to fill out form standard 403b loan?
To fill out form standard 403b loan, you need to provide personal information, loan details such as loan amount, purpose, and repayment terms, and submit the form to your employer's plan administrator.
What is the purpose of form standard 403b loan?
The purpose of form standard 403b loan is to request a loan from a 403(b) retirement plan account to meet financial needs such as paying for education expenses, purchasing a primary residence, or medical expenses.
What information must be reported on form standard 403b loan?
Form standard 403b loan requires information such as personal details (name, address, social security number), loan details (loan amount, purpose, repayment terms), and employer information.
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