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Callers Supplemental Income 457 PlanINSERVICE WITHDRAWAL/TRANSFER REQUEST FORM1. PARTICIPANT INFORMATION (please print clearly)NAME: SOCIAL SECURITY NUMBER: DATE OF BIRTH: Callers ID: EMPLOYER NAME:
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What is in-service withdrawaltransfer request form?
In-service withdrawaltransfer request form is a document used to request a withdrawal or transfer of funds from a retirement account while still employed.
Who is required to file in-service withdrawaltransfer request form?
Employees who meet the criteria set by the retirement plan administrator are required to file the in-service withdrawaltransfer request form.
How to fill out in-service withdrawaltransfer request form?
The form typically requires the employee to provide personal information, account details, amount to be withdrawn or transferred, and any additional documentation as requested.
What is the purpose of in-service withdrawaltransfer request form?
The purpose of the form is to initiate a withdrawal or transfer of funds from a retirement account before retirement age.
What information must be reported on in-service withdrawaltransfer request form?
The form usually requires information such as account holder's name, account number, desired withdrawal amount, reason for withdrawal, and any tax withholding instructions.
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