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QUALIFIED PLAN AND 457 B PLAN DISCLOSURE CONTACT INFORMATION Pacific Life Insurance Company P. O. Box 2378 Omaha NE 68103-2378 Owners 800 722-4448 Fax 888 837-8172 Web Site www. If the plan type is a 457 b - 501 c tax-exempt entity employer plan I understand that Pacific Life will pay distributions only to the annuitant and send the associated IRS Form W-2 to the annuitant address of record. Contracts established by qualified plans. H. If the pla...
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How to fill out Pacific Life 457 form?

01
Obtain the Pacific Life 457 form from the official Pacific Life website or by contacting Pacific Life directly.
02
Carefully read the instructions provided with the form to understand the requirements and the information needed to complete it.
03
Gather all the necessary documents and information required to fill out the form, such as personal identification details, employment information, and beneficiary information.
04
Fill out the form accurately and legibly, ensuring that all the required fields are completed.
05
Double-check your entries for any errors or omissions before submitting the form.
06
Sign and date the form as required, following the instructions provided.
07
Make a copy of the completed form for your records before submitting it to Pacific Life as instructed.

Who needs Pacific Life 457 form?

01
Employees who are eligible to participate in a 457 retirement plan through their employer may need to fill out the Pacific Life 457 form.
02
Individuals who want to make contributions to their 457 retirement plan or make changes to their existing plan may need to complete this form.
03
Plan administrators or designated individuals responsible for managing the 457 retirement plan may also need this form to process participant's requests and maintain accurate records.
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Pacific Life 457 form is a tax form used by employees of government or tax-exempt organizations to report their contributions to a 457 retirement plan.
Employees who participate in a 457 retirement plan offered by their government or tax-exempt organization are required to file the Pacific Life 457 form.
To fill out the Pacific Life 457 form, you need to provide information about your contributions to the 457 retirement plan. This includes details such as the amount contributed, dates of contributions, and any distributions or withdrawals made during the tax year.
The purpose of the Pacific Life 457 form is to report the contributions made to a 457 retirement plan, which allows employees to save for retirement on a tax-deferred basis.
The Pacific Life 457 form requires the reporting of contributions made to the 457 retirement plan, including the total amount contributed, dates of contributions, and any withdrawals or distributions made during the tax year.
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