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457(b) Distribution Request Complete this form to request a distribution from your governmental 457(b) plan. Before completing this form, you must read the Special Tax Notice in this booklet. You

How to fill out 457b distribution request

1. To fill out a 457b distribution request, gather all necessary documents such as your account information, identification, and any supporting documentation required by your employer or plan administrator.
2. Start by providing your personal information, including your name, address, date of birth, and social security number.
3. Identify your employer and provide any relevant employment information, such as your job title and start date.
4. Specify the distribution amount you wish to withdraw from your 457b account, ensuring that it complies with any applicable rules or limits set by the plan.
5. Indicate the method of distribution you prefer, such as a lump sum, periodic payments, or a rollover to another retirement account.
6. If you are choosing a specific tax withholding option, clearly state the percentage or dollar amount you want to be withheld for taxes.
7. If you are under age 59½ and requesting a distribution, consider whether you may be subject to an early withdrawal penalty and plan accordingly.
8. If you have any special instructions or requests regarding the distribution, such as a specific date for the payment or any additional information the plan administrator should know, include those details as well.
9. Review the completed form thoroughly to ensure all information provided is accurate and complete.
10. If required, have the form signed and dated by both the account holder and any necessary plan administrators or authorized individuals.

Anyone with a 457b retirement account who wishes to withdraw funds from their account needs to fill out a 457b distribution request. This can include current employees, former employees who have left their money in the plan, or beneficiaries of deceased account holders. The distribution request allows individuals to access their funds according to the rules and regulations set by their specific 457b plan.

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What is 457b distribution request?

A 457b distribution request is a formal procedure to request a distribution of funds from a 457b retirement account.

Who is required to file 457b distribution request?

Individuals who have a 457b retirement account and wish to withdraw funds are required to file a 457b distribution request.

How to fill out 457b distribution request?

To fill out a 457b distribution request, individuals need to provide personal information, account details, desired withdrawal amount, and any additional documentation required by the plan provider.

What is the purpose of 457b distribution request?

The purpose of a 457b distribution request is to facilitate the process of withdrawing funds from a 457b retirement account in compliance with IRS regulations.

What information must be reported on 457b distribution request?

The 457b distribution request must include personal details, account information, withdrawal amount, reason for withdrawal, and any required supporting documents.