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TSA/403(b) Annuity Systematic Withdrawal Form Athene Annuity & Life Assurance Company 1. Contract InformationContract Cumbersome of AnnuitantName of Contract OwnerSocial Security NumberStreet Address,

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How to fill out tsa403b annuity

01

To fill out a TSA 403b annuity form, follow these steps:

02

Start by reading and understanding the instructions on the form.

03

Provide your personal information such as name, address, and Social Security number.

04

Specify your employment details, including your employer's information and your job title.

05

Indicate the type of contribution you wish to make, whether it's salary reduction or additional voluntary contributions.

06

Determine the amount or percentage you want to contribute to the annuity.

07

Choose your investment options from the available choices listed on the form.

08

If needed, designate your beneficiaries and their respective percentages.

09

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

10

Sign and date the form, certifying that the information provided is true and accurate.

11

Submit the completed form to the appropriate authority or department.

Who needs tsa403b annuity?

01

TSA 403b annuity is designed for employees of public educational institutions, such as teachers, professors, administrators, and school staff.

02

Additionally, employees of certain non-profit organizations and cooperative hospital service organizations may also be eligible for TSA 403b annuity.

03

Individuals who want to save for retirement and have the opportunity to contribute to a 403(b) retirement plan can benefit from TSA 403b annuity.

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What is tsa403b annuity?

TSA403b annuity is a retirement plan available to employees of public schools and tax-exempt organizations, similar to a 401(k) plan.

Who is required to file tsa403b annuity?

Employees of public schools and tax-exempt organizations are required to file tsa403b annuity.

How to fill out tsa403b annuity?

To fill out tsa403b annuity, employees need to provide information about their contributions, investment choices, and beneficiary designations.

What is the purpose of tsa403b annuity?

The purpose of tsa403b annuity is to help employees save for retirement in a tax-deferred account.

What information must be reported on tsa403b annuity?

Employees must report their contributions, investment earnings, withdrawals, and any loans taken from the tsa403b annuity.

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