Get the free TSA403b Annuity Partial Withdrawal Surrender Form

TSA/403(b) Annuity Partial Withdrawal & Surrender Form Athene Annuity & Life Assurance Company PO Box 19087 Greenville, SC 29602-9087 1. Contract Information Contract Number Name of Annuitant /Owner

How to fill out tsa403b annuity partial withdrawal

How to fill out a TSA 403b annuity partial withdrawal:

1. Gather necessary documents: Gather all the required documents for filling out the TSA 403b annuity partial withdrawal form. This may include your personal information, account details, and any supporting documentation required by your specific plan.
2. Understand the withdrawal rules: Familiarize yourself with the withdrawal rules and regulations of your TSA 403b plan. Each plan may have different requirements and restrictions regarding partial withdrawals, so it's important to know the specifics.
3. Request the withdrawal form: Contact your TSA 403b plan provider to request the appropriate withdrawal form for a partial withdrawal. They will guide you on where to obtain the form and how to fill it out correctly.
4. Provide personal information: Fill out the form with your personal information, including your name, address, social security number, and contact details. Ensure that all the information provided is accurate and up to date.
5. Provide account details: Fill in the required account details, such as your TSA 403b account number and the investment option from which you want to make the partial withdrawal. Be sure to double-check the accuracy of these details to avoid any delays or errors.
6. Specify withdrawal amount: Indicate the specific amount you wish to withdraw as a partial withdrawal from your TSA 403b annuity account. Some plans may have minimum withdrawal requirements or restrictions, so make sure you comply with any such limitations.
7. Provide reason for withdrawal: State the reason for your partial withdrawal. This could be for educational expenses, medical bills, home purchase, or any other qualifying reason as defined by your TSA 403b plan.
8. Attach any necessary documentation: If your TSA 403b plan requires supporting documentation for the partial withdrawal, make sure to attach it along with the withdrawal form. This may include invoices, receipts, or any other relevant documents specific to your reason for withdrawal.
9. Review and sign the form: Carefully review all the information provided on the withdrawal form to ensure its accuracy. Once you are satisfied, sign and date the form as required.
10. Submit the form: Submit the completed withdrawal form to your TSA 403b plan provider as per their instructions. Make sure to keep a copy of the form and any supporting documentation for your records.

Who needs a TSA 403b annuity partial withdrawal?

1. Employees with a TSA 403b annuity: Any employee who has contributed to a TSA 403b annuity account and requires access to a portion of their funds may need a partial withdrawal.
2. Individuals with specific financial needs: Those who have qualified financial needs that meet the TSA 403b plan's guidelines for partial withdrawals may benefit from this option. This could include covering educational expenses, purchasing a home, paying for medical bills, or other approved reasons.
3. Anyone looking to supplement their income: Individuals who wish to receive regular income from their TSA 403b annuity account by making partial withdrawals may opt for this option to meet their financial needs.

Please note that specific eligibility criteria and rules for TSA 403b annuity partial withdrawals may vary depending on your plan, so it is important to consult with your plan provider or financial advisor for accurate and up-to-date information.

For pdfFiller’s FAQs

What is tsa403b annuity partial withdrawal?

A tsa403b annuity partial withdrawal allows a participant to take out a portion of their funds from their 403(b) annuity account before reaching retirement age.

Who is required to file tsa403b annuity partial withdrawal?

Individuals who have a 403(b) annuity account and are looking to make a partial withdrawal are required to file tsa403b annuity partial withdrawal.

How to fill out tsa403b annuity partial withdrawal?

To fill out tsa403b annuity partial withdrawal, individuals need to complete the necessary forms provided by their 403(b) annuity provider and submit them according to the instructions provided.

What is the purpose of tsa403b annuity partial withdrawal?

The purpose of tsa403b annuity partial withdrawal is to allow participants to access a portion of their funds in their 403(b) annuity account for financial needs or emergencies.

What information must be reported on tsa403b annuity partial withdrawal?

Information such as the amount of the partial withdrawal, reason for the withdrawal, and any tax withholding preferences must be reported on tsa403b annuity partial withdrawal.

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