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UTAH RETIREMENT SYSTEMS 457 WITHDRAWAL (For rollovers, complete form DCRL2) INSTRUCTIONS: 1. Use this form to request a withdrawal of funds from your Utah Retirement Systems (URS) 457 Plan. INSTRUCTIONS 2. 3. 4. 5.

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How to fill out 457 withdrawal

01

To fill out a 457 withdrawal form, follow these steps:

02

Obtain the necessary withdrawal form from your employer or retirement plan provider.

03

Read the instructions carefully to ensure you understand the requirements and any specific documentation needed.

04

Provide your personal information, including your name, address, and social security number.

05

Indicate the amount you wish to withdraw from your 457 retirement account.

06

Specify whether you want the withdrawal as a lump sum or as regular payments.

07

If you are under the age of 59 ½, check if you qualify for any exceptions to avoid early withdrawal penalties.

08

Attach any required supporting documentation, such as proof of financial hardship if applicable.

09

Sign and date the form.

10

Submit the completed form to your employer or retirement plan provider as instructed.

11

Allow time for the withdrawal request to be processed and for the funds to be distributed to you.

Who needs 457 withdrawal?

01

457 withdrawal is typically needed by individuals who have a 457 retirement account and require access to the funds prior to retirement.

02

Some common reasons why someone may need a 457 withdrawal include:

03

- Financial hardship or unexpected expenses

04

- Medical emergencies

05

- Educational expenses

06

- Job loss or unemployment

07

It is important to note that 457 withdrawals may be subject to certain restrictions and tax implications, so it is advisable to consult with a financial advisor or tax professional before making a withdrawal.

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What is 457 withdrawal?

A 457 withdrawal is a distribution of funds from a 457 retirement plan.

Who is required to file 457 withdrawal?

Individuals who have funds in a 457 retirement plan and want to withdraw them are required to file a 457 withdrawal.

How to fill out 457 withdrawal?

To fill out a 457 withdrawal, individuals need to contact their plan administrator and follow the necessary steps outlined by the plan.

What is the purpose of 457 withdrawal?

The purpose of a 457 withdrawal is to access the funds saved in a 457 retirement plan for retirement or other eligible expenses.

What information must be reported on 457 withdrawal?

Information such as the amount of the withdrawal, the reason for the withdrawal, and any tax withholding must be reported on a 457 withdrawal form.

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