Get the free 403(b) Account Maintenance Request Form

Fax this form to 813.466.7523 or mail to: Aspire, 4010 Boy Scout Blvd., Suite 500, Tampa, FL 33607. Questions? Call Client Services at 866.634.5873, M — F, 8am — 8pm EST.

How to fill out 403b account maintenance request

How to fill out a 403b account maintenance request:

1. Gather all necessary information and documentation, such as your account number, current contact information, and any updates or changes you want to make to your account.
2. Use the provided form or online portal to access the 403b account maintenance request. This form is typically available through your employer or the financial institution administering your 403b plan.
3. Fill in your personal information accurately and completely. This may include your name, address, social security number, and any other identifying details required.
4. Specify the type of maintenance request you are submitting. Common types of requests may include contribution changes, beneficiary updates, or investment allocation adjustments.
5. Provide details for each specific request. For example, if you are changing your investment allocation, indicate the percentage or specific funds you wish to allocate.
6. If updating beneficiary information, include the full name, relationship, and contact details for each beneficiary. Ensure you have the necessary documentation, such as birth certificates or marriage certificates, to support these changes.
7. Review your completed request form for accuracy and completeness. Double-check that all required fields are filled and that the information provided is correct.
8. Sign and date the form, indicating your consent and acknowledgement of the changes being made.
9. Submit the completed form by mail, fax, or electronically, according to the instructions provided by your employer or the financial institution.
10. Keep a copy of the completed form for your records.

Who needs a 403b account maintenance request?

1. Employees who are contributing to a 403b retirement plan through their employer may need to submit a maintenance request to make updates or changes to their account.
2. Individuals who want to adjust their contribution amounts, modify their investment allocation, or update beneficiary information should fill out a 403b account maintenance request.
3. Employees who have experienced life events such as marriage, divorce, birth, or death may need to update their 403b account details and would require a maintenance request form.

For pdfFiller’s FAQs

What is 403b account maintenance request?

403b account maintenance request is a form used to make changes or updates to a 403b retirement account.

Who is required to file 403b account maintenance request?

Any individual who has a 403b retirement account and needs to make changes or updates to it is required to file a 403b account maintenance request.

How to fill out 403b account maintenance request?

To fill out a 403b account maintenance request, you will need to provide your account information, details of the changes or updates you want to make, and any supporting documentation required.

What is the purpose of 403b account maintenance request?

The purpose of a 403b account maintenance request is to allow account holders to make changes or updates to their 403b retirement accounts as needed.

What information must be reported on 403b account maintenance request?

The information required on a 403b account maintenance request typically includes account details, personal information, and specifics about the changes or updates being requested.

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