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#12486 (12/2007)403(b) Severance From Employment Distribution Request Form This form may be used if you have incurred a severance from employment due to termination, disability or attainment of normal

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How to fill out 403b severance from employment

01

Obtain the necessary forms from your employer or the plan administrator.

02

Fill out personal information section, including your name, address, and Social Security number.

03

Provide employment details, such as your job title, start and end dates of employment, and reason for separation.

04

Determine how you want your severance funds to be distributed - either as a lump sum or through rollover to another retirement account.

05

Complete the beneficiary section, indicating who will receive the funds in case of your death.

06

Sign and date the form, and make a copy for your records.

07

Submit the completed form to your employer or the plan administrator for processing.

Who needs 403b severance from employment?

01

Anyone who has participated in a 403b retirement plan and is leaving their current employment due to termination, resignation, or retirement may need to fill out a 403b severance form.

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What is 403b severance from employment?

403b severance from employment refers to the distribution of funds from a 403b retirement account due to the termination of employment.

Who is required to file 403b severance from employment?

Employees who have terminated their employment and wish to withdraw funds from their 403b retirement account are required to file 403b severance from employment.

How to fill out 403b severance from employment?

To fill out 403b severance from employment, individuals need to provide information about their employment termination, the amount they wish to withdraw from their 403b account, and sign the necessary forms.

What is the purpose of 403b severance from employment?

The purpose of 403b severance from employment is to allow individuals to access funds from their 403b retirement account after they have terminated their employment.

What information must be reported on 403b severance from employment?

On 403b severance from employment, individuals must report details about their employment termination, the amount of funds withdrawn, and any taxes withheld.

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