Get the free 403(b) Plan Distribution Request Form

This form is used to request a distribution from a Franklin Templeton 403(b) plan. It includes participant information, qualifying distribution events, employer certification, distribution methods,

How to fill out 403b plan distribution request

How to fill out 403(b) Plan Distribution Request Form

1. Obtain the 403(b) Plan Distribution Request Form from your plan administrator or the financial institution managing your 403(b) account.
2. Read the instructions carefully to understand the specific requirements for your plan and the distribution options available to you.
3. Fill in your personal information, including your name, address, Social Security number, and plan identification details.
4. Select the type of distribution you are requesting (e.g., lump-sum payment, partial withdrawal, rollover to another retirement account).
5. Specify the amount you wish to withdraw or transfer, if applicable, according to the distribution type you selected.
6. Provide any additional information or documentation required by your plan administrator to process your request.
7. Review the completed form for accuracy and completeness before submitting it.
8. Sign and date the form to certify that all information provided is correct and that you understand the implications of the distribution.
9. Submit the form to your plan administrator via the method specified in the instructions (e.g., mail, fax, email).

Who needs 403(b) Plan Distribution Request Form?

1. Employees who participate in a 403(b) retirement plan and wish to withdraw funds or request a distribution.
2. Individuals who are transitioning to a new job and need to roll over their 403(b) funds to a new retirement account.
3. Participants who are reaching retirement age and want to access their retirement savings.

For pdfFiller’s FAQs

What is 403(b) Plan Distribution Request Form?

The 403(b) Plan Distribution Request Form is a document used by employees participating in a 403(b) retirement plan to request a distribution of funds from their account.

Who is required to file 403(b) Plan Distribution Request Form?

Individuals who are eligible to receive a distribution from their 403(b) plan, typically upon retirement, termination of employment, or certain qualifying events, are required to file this form.

How to fill out 403(b) Plan Distribution Request Form?

To fill out the form, participants need to provide their personal information, select the type of distribution they are requesting, indicate the amount, and provide any required supporting documentation.

What is the purpose of 403(b) Plan Distribution Request Form?

The purpose of the form is to formally request a withdrawal of funds from a 403(b) retirement account and to ensure compliance with legal and plan-specific requirements.

What information must be reported on 403(b) Plan Distribution Request Form?

The form typically requires personal identification details, account number, type of distribution (e.g., lump sum, rollover), amount requested, and additional documents if necessary for tax reporting.