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457(b) Transaction Authorization Form Questions? Call us at 800-880-2776 or E-mail us at TSA NatlPlan.com Complete and submit this form along with any supporting documentation or forms required by

How to fill out 457b transaction authorization form

How to fill out a 457b transaction authorization form:

1. Obtain the form: Contact your employer, financial institution, or plan administrator to obtain a copy of the 457b transaction authorization form. It may be available online or in paper format.
2. Personal information: Fill in your personal details, including your full name, address, Social Security number, and contact information. Provide accurate information to ensure proper identification.
3. Plan details: Enter the name of the 457b plan and its identification number. This information can usually be found on your plan statement or by contacting your plan administrator.
4. Transaction type: Indicate the type of transaction you wish to authorize, such as a contribution, withdrawal, loan, or rollover. Be specific and provide any additional details requested.
5. Amount or percentage: Specify the amount or percentage of your transaction. If it is a contribution, mention the desired contribution amount. If it is a withdrawal or loan, indicate the requested amount.
6. Investment choices: If your 457b plan allows for investment choices, indicate how you would like the funds to be invested. This may involve selecting specific funds or asset allocations. Refer to the investment options provided by your plan for guidance.
7. Beneficiary designation: If applicable, designate the beneficiary (or beneficiaries) who will receive the funds in the event of your death. Provide their full names, Social Security numbers, and relationship to you.
8. Signature and date: Once you have completed all the necessary sections, sign and date the form. By signing, you acknowledge that the information provided is accurate and that you understand the implications of your transaction.

Who needs a 457b transaction authorization form:

1. Employees with a 457b plan: Individuals who are enrolled in an employer-sponsored 457b retirement plan may need to fill out a transaction authorization form to initiate specific actions within their plan, such as making contributions, taking withdrawals, or requesting loans.
2. Plan participants with investment choices: If your 457b plan offers different investment options, you may need to submit a transaction authorization form to specify how your funds should be allocated among the available investment choices.
3. Beneficiary designation changes: If you want to update or change the designated beneficiary (or beneficiaries) of your 457b plan, you would typically need to complete a transaction authorization form to make the necessary adjustments.

It is important to note that the specific requirements and processes for filling out a 457b transaction authorization form may vary depending on your employer, plan administrator, and the specific provisions of your 457b plan.

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