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457 PLAN TRANSACTION REQUEST FORMUNFORESEEABLE EMERGENCY DISTRIBUTION Please supply the information requested below. Read all agreements on this form before submitting. Fields having an asterisk notation

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How to fill out 457 plan transaction request

01

Retrieve the 457 plan transaction request form from your plan administrator or download it from their website.

02

Fill in your personal information, including your name, address, Social Security number, and plan account number.

03

Specify the type of transaction you want to make, such as a withdrawal or rollover.

04

Indicate the amount you wish to transact and provide details about the investment options if applicable.

05

Attach any supporting documents required, such as a voided check for direct deposit or a letter of acceptance for a rollover.

06

Review the completed form for accuracy and make any necessary corrections.

07

Sign and date the transaction request form.

08

Submit the form to your plan administrator through mail, fax, or online submission, following their specific instructions.

09

Wait for confirmation from your plan administrator regarding the processing of your transaction request.

10

Monitor your account to ensure that the requested transaction has been processed correctly.

Who needs 457 plan transaction request?

01

Employees who participate in a 457 plan and wish to make a specific transaction, such as a withdrawal or rollover, need a 457 plan transaction request.

02

Individuals who want to change their investment options within the 457 plan may also require a transaction request form.

03

Beneficiaries or authorized representatives who need to manage the 457 plan on behalf of the account holder may need to submit a transaction request.

04

Anyone who wants to make changes or adjustments to their 457 plan account, such as updating personal information or modifying contribution amounts, may need to complete a transaction request.

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