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City of Philadelphia Deferred Compensation Plan Distribution Request for 457(b)/401(a) Governmental Plans Personal Information Plan Type: c 457(b)c 401(a)Participant Name:Participant SSN or Account

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How to fill out distribution request for 457b401a

01

To fill out a distribution request for a 457(b) or 401(a) plan, follow these steps:

02

Obtain a distribution request form from your plan administrator or employer.

03

Read the instructions carefully to understand the requirements and options available for the distribution.

04

Provide your personal information, including your name, address, Social Security Number (SSN), and contact details.

05

Indicate the type of distribution you want, such as a lump-sum payment, systematic withdrawal, or rollover.

06

Specify the amount or percentage of the distribution you wish to receive.

07

Choose the distribution method, such as check, direct deposit, or rollover to another eligible retirement plan.

08

If applicable, provide beneficiary information for any death benefit distribution.

09

Review the completed form for accuracy and ensure all required fields are filled out.

10

Sign and date the form.

11

Submit the distribution request form to your plan administrator or employer as instructed.

12

Keep a copy of the completed form for your records.

Who needs distribution request for 457b401a?

01

Anyone who has a 457(b) or 401(a) retirement plan and wishes to withdraw funds from the account needs to submit a distribution request. This may include individuals who have reached the eligible retirement age, are in financial need, or are transitioning to another retirement plan.

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What is distribution request for 457b401a?

A distribution request for 457b401a refers to the formal process by which participants in a 457(b) deferred compensation plan can request the withdrawal of their funds from the plan.

Who is required to file distribution request for 457b401a?

Individuals who have reached the age of retirement, separated from service, or experienced other qualifying events such as unforeseen emergencies may be required to file a distribution request for 457b401a.

How to fill out distribution request for 457b401a?

To fill out a distribution request for 457b401a, individuals typically need to provide their personal information, details about their 457 plan account, the type of distribution being requested, and any additional documentation required by the plan administrator.

What is the purpose of distribution request for 457b401a?

The purpose of a distribution request for 457b401a is to formally initiate the process of accessing funds that have been accumulated in the 457(b) deferred compensation plan, typically upon retirement or other qualifying events.

What information must be reported on distribution request for 457b401a?

The distribution request must report personal identification details, account numbers, the reason for distribution, the amount requested, and any tax withholding preferences.

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