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Annuity Withdrawal Request 403(b) and Roth 403(b) Tax Sheltered Annuities Your Plan Administrator s signature is required on this form prior to sending to LSW. A. Owner Information Owner: Policy/Certificate
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LSW 403(b) distribution refers to the process of withdrawing funds from a 403(b) retirement plan offered by Lincoln Southwest High School.
Employees of Lincoln Southwest High School who participate in the 403(b) retirement plan are required to file LSW 403(b) distribution forms when they want to withdraw funds from their account.
To fill out LSW 403(b) distribution forms, employees need to provide their personal details, account information, the amount they wish to withdraw, and any applicable tax withholding instructions. The completed forms should be submitted to the appropriate department at Lincoln Southwest High School.
The purpose of LSW 403(b) distribution is to allow employees to access the funds saved in their 403(b) retirement accounts for various financial needs such as retirement income or financial emergencies.
The information that must be reported on LSW 403(b) distribution forms includes the employee's name, address, Social Security number, account details, distribution amount, and any tax withholding instructions.
The deadline to file LSW 403(b) distribution forms in 2023 will be determined by Lincoln Southwest High School. Employees should consult the school's guidelines or contact the appropriate department for the exact deadline.
The penalty for the late filing of LSW 403(b) distribution forms may vary depending on the policies of Lincoln Southwest High School. Employees should refer to the school's guidelines or consult the appropriate department to determine the specific penalty for late filing.
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