Get the free 457 Withdrawal Request Form - CTDCP.com

Governmental DCP 457 Plans Withdrawal Form STATE OF CONNECTICUT 457(b) PLAN Instructions Please print using blue or black ink. Please keep a copy for your records and send completed form to the following address

How to fill out 457 withdrawal request form

How to fill out 457 withdrawal request form

1. To fill out the 457 withdrawal request form, follow these steps:
2. Start by obtaining a copy of the form from your employer or the administrator of the 457 plan.
3. Read the instructions provided with the form carefully to ensure you understand the requirements and procedures.
4. Fill in your personal information accurately, including your full name, address, and Social Security number.
5. Provide details about your 457 plan account, such as the plan administrator's name, account number, and your vested balance.
6. Indicate the reason for your withdrawal request, whether it is due to retirement, termination of employment, financial hardship, or another eligible reason.
7. Specify the withdrawal amount you wish to request, keeping in mind any restrictions or limitations imposed by the plan.
8. Sign and date the form to certify the accuracy of the information provided.
9. Submit the completed form to the designated recipient, which could be your employer, the plan administrator, or a third-party service provider.
10. Keep a copy of the filled-out form for your records.
11. Note: It is always recommended to consult with a financial advisor or tax professional before making any decisions regarding your 457 plan withdrawal.

Who needs 457 withdrawal request form?

1. Anyone who has a 457 plan and wishes to make a withdrawal from their account needs to fill out the 457 withdrawal request form.
2. This form is typically required by the employer or plan administrator as a means to document and process the withdrawal request.
3. It is important to note that eligibility criteria and rules regarding 457 plan withdrawals may vary, so individuals should consult their plan documents or speak to their employer for specific guidance.
4. Common reasons why someone may need to fill out this form include retirement, termination of employment, financial hardship, or other eligible circumstances.
5. It is advisable to reach out to the plan administrator or human resources department for guidance on when and how to complete the form.

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What is 457 withdrawal request form?

The 457 withdrawal request form is a document used to request a withdrawal from a 457 retirement account.

Who is required to file 457 withdrawal request form?

Individuals who wish to make a withdrawal from their 457 retirement account are required to file the 457 withdrawal request form.

How to fill out 457 withdrawal request form?

To fill out the 457 withdrawal request form, you will need to provide personal information, account details, withdrawal amount, and any other required information as per the instructions on the form.

What is the purpose of 457 withdrawal request form?

The purpose of the 457 withdrawal request form is to request a withdrawal from a 457 retirement account.

What information must be reported on 457 withdrawal request form?

The 457 withdrawal request form typically requires information such as account holder's name, account number, withdrawal amount, reason for withdrawal, and signature.