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Callers 457 DEFERRED COMPENSATION PROGRAM California Public Employees Retirement System Callers 457 Deferred Compensation Program https://calpers.csplans.com P.O. Box 2647 Lewiston, ME 04241 1-800-260-0659
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How to fill out 457 in-service withdrawal request
How to fill out a 457 in-service withdrawal request:
01
Obtain the necessary forms: Start by obtaining the 457 in-service withdrawal request form from your employer or retirement plan administrator. You may also be able to download the form from your plan's website.
02
Provide personal information: Begin filling out the form by providing your personal details, including your full name, address, social security number, and contact information.
03
Specify the withdrawal amount: Indicate the amount you wish to withdraw from your 457 retirement account. This can be a specific dollar amount or a percentage of your total account balance.
04
Choose a withdrawal method: Select how you want to receive your withdrawal. Common options include a lump-sum payment, periodic payments, or rollover to another qualified retirement account.
05
Determine any applicable taxes or penalties: If you are under the age of 59½, you may be subject to an early withdrawal penalty. Consult with a tax professional or refer to IRS guidelines to understand the potential tax implications.
06
Sign and date the form: After completing all the required sections, carefully review the form for accuracy. Sign and date the form to certify that the information provided is true and accurate.
Who needs a 457 in-service withdrawal request?
A 457 in-service withdrawal request is needed by individuals who have a 457 retirement account through their employer and wish to withdraw funds before reaching retirement age. It is commonly used when individuals require immediate access to funds for financial emergencies or other specific needs.
This type of withdrawal request is particularly relevant for employees who have contributed to a 457 plan but are still actively employed by the organization offering the plan. The ability to take in-service withdrawals distinguishes the 457 plan from other retirement plans, providing flexibility and liquidity for certain financial circumstances.
However, it is essential to note that not all 457 plans permit in-service withdrawals, so it is important to consult your retirement plan's rules and regulations or speak with your plan administrator to determine if you are eligible for this type of withdrawal.
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What is 457 in-service withdrawal request?
A 457 in-service withdrawal request allows participants in a 457 retirement plan to withdraw funds before retirement age while still working for the employer.
Who is required to file 457 in-service withdrawal request?
Participants in a 457 retirement plan who wish to withdraw funds before retirement age while still actively employed.
How to fill out 457 in-service withdrawal request?
To fill out a 457 in-service withdrawal request, the participant must contact the plan administrator or HR department for the necessary forms and follow the instructions provided.
What is the purpose of 457 in-service withdrawal request?
The purpose of a 457 in-service withdrawal request is to allow participants to access their retirement funds before retirement age for financial needs.
What information must be reported on 457 in-service withdrawal request?
The 457 in-service withdrawal request must include the participant's personal information, the amount requested for withdrawal, reason for the withdrawal, and any requested tax withholding.
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