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457 Distribution/Rollover Authorization Form Participant Instructions The 457(b) Distribution/Rollover Authorization Form must be submitted to Employee Benefits Services & Advisors, Inc. (EBS), the
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How to fill out 457 distributionrollover authorization form
How to fill out 457 distribution/rollover authorization form:
01
Begin by obtaining the 457 distribution/rollover authorization form from your employer or the financial institution that manages your 457 retirement account.
02
Carefully read through the form and make sure you understand all the sections and requirements.
03
Fill in your personal information accurately. This includes your name, address, phone number, social security number, and employee identification number.
04
Provide details about your 457 retirement account, such as the account number and the name of the financial institution where the account is held.
05
Specify the reason for the distribution/rollover. This could include retirement, termination of employment, or the occurrence of a financial hardship, depending on the options available in your plan.
06
Indicate the amount you wish to distribute or rollover. Be sure to consider any tax implications or penalties that may apply.
07
If you are opting for a direct rollover to another qualified retirement account, provide the necessary details of the receiving institution, such as the account number and the institution's name and address.
08
Review the form for accuracy and completeness. Make sure all sections are filled out and signed where required.
09
Submit the completed form to your employer or the appropriate financial institution according to the instructions provided.
10
Keep a copy of the form for your records.
Who needs 457 distribution/rollover authorization form:
01
Employees who have participated in a 457 retirement plan and are now eligible for a distribution or rollover of funds from the account.
02
Individuals who are terminating employment and need to make decisions about their 457 retirement plan funds.
03
Those facing financial hardship and need to access funds from their 457 retirement plan.
04
Individuals who want to move their 457 retirement account funds to another qualified retirement account.
It is important to consult with a financial advisor or tax professional before making any decisions or completing the 457 distribution/rollover authorization form to ensure you fully understand the implications and make the best choices for your financial situation.
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What is 457 distribution/rollover authorization form?
The 457 distribution/rollover authorization form is a document that allows individuals to transfer or rollover funds from their 457 retirement account.
Who is required to file 457 distribution/rollover authorization form?
Individuals who want to transfer funds from their 457 retirement account to another eligible retirement account are required to file the 457 distribution/rollover authorization form.
How to fill out 457 distribution/rollover authorization form?
To fill out the 457 distribution/rollover authorization form, individuals need to provide personal information, account details, and authorization for the transfer or rollover of funds.
What is the purpose of 457 distribution/rollover authorization form?
The purpose of the 457 distribution/rollover authorization form is to facilitate the transfer or rollover of funds from a 457 retirement account to another eligible retirement account.
What information must be reported on 457 distribution/rollover authorization form?
The 457 distribution/rollover authorization form must include personal information, account details, and authorization for the transfer or rollover of funds.
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