Get the free V1226 (10-04) BMA647. TSA403(b) ANNUITY PARTIAL WITHDRAWAL & SURRENDER FORM

Electronic Funds Deposit Authorization Athene Annuity & Life Assurance Company 1. Contract Information Contract Number Name of Annuitant/Insured Name of Contract Owner (If not same as Annuitant/Insured)

How to fill out v1226 10-04 bma647 tsa403b

How to fill out v1226 10-04 bma647 tsa403b:

1. Start by entering your personal information in the designated fields. This may include your name, address, social security number, and contact details.
2. Next, provide information on your employer or plan sponsor. This could include their name, address, and employer identification number.
3. Proceed to fill out the sections related to your contributions to the TSA403(b) plan. This may include specifying the type of contribution (e.g., employee salary deferral, employer matching, etc.), the amount contributed, and the frequency of contributions.
4. If applicable, fill out any beneficiary designations for your TSA403(b) plan. This involves providing details about the individuals who would receive the funds in the event of your passing.
5. Review all the information you have entered to ensure its accuracy and completeness.
6. Sign the form and date it to certify that the information provided is true and accurate.
7. Submit the filled-out v1226 10-04 bma647 tsa403b form to the appropriate entity as instructed.

Who needs v1226 10-04 bma647 tsa403b:

1. Individuals who are employed by organizations offering a TSA403(b) retirement plan may need to fill out this form.
2. Employees who wish to enroll in a TSA403(b) plan or make changes to their existing contributions or beneficiary designations would also require this form.
3. Employers or plan sponsors may request their employees to fill out v1226 10-04 bma647 tsa403b to ensure accurate record-keeping and administration of the TSA403(b) plan.

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What is v1226 10-04 bma647 tsa403b?

v1226 10-04 bma647 tsa403b is a specific tax form used for reporting certain financial information to the authorities.

Who is required to file v1226 10-04 bma647 tsa403b?

Individuals or entities meeting the criteria set by the tax authorities are required to file v1226 10-04 bma647 tsa403b.

How to fill out v1226 10-04 bma647 tsa403b?

To fill out v1226 10-04 bma647 tsa403b, you will need to provide accurate financial information as requested on the form.

What is the purpose of v1226 10-04 bma647 tsa403b?

The purpose of v1226 10-04 bma647 tsa403b is to accurately report financial information to the authorities for tax compliance.

What information must be reported on v1226 10-04 bma647 tsa403b?

Information such as income, expenses, deductions, and credits may need to be reported on v1226 10-04 bma647 tsa403b.

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