Get the free 403(b) Plan Distribution Request Form - CalSTRS

403(b) PLAN DISTRIBUTION REQUEST FORM PERSONAL INFORMATION (please print clearly using black or blue ink) NAME: SOCIAL SECURITY NUMBER: ADDRESS: APT: CITY: STATE: ZIP CODE: DAY PHONE: EVENING PHONE:

How to fill out 403b plan distribution request

How to fill out 403b plan distribution request

1. To fill out a 403b plan distribution request, follow these steps:
2. Obtain the necessary forms: Contact your plan administrator or visit their website to obtain the distribution request form for your specific 403b plan.
3. Provide personal information: Fill in your full name, address, social security number, and contact information in the designated fields.
4. Specify distribution type: Indicate whether you want a partial or full distribution from your 403b plan.
5. Choose distribution method: Select how you would like to receive the distribution - either as a lump sum payment or in installments.
6. Include tax withholding information: Determine the percentage of federal and state income tax you would like to be withheld from the distribution amount.
7. Provide account details: Enter your 403b plan account number and any other relevant account information.
8. Attach supporting documents: If required, attach any necessary documents such as proof of age or hardship withdrawal documentation.
9. Review and sign: Carefully review the completed form, ensuring all information is accurate and complete. Sign and date the form.
10. Submit the form: Submit the completed distribution request form to your plan administrator according to their specified submission method, such as mail or online submission.
11. Keep a copy: Make a copy of the filled-out form for your records and to reference if needed in the future.

Who needs 403b plan distribution request?

1. Anyone who participates in a 403b retirement plan and wishes to withdraw funds from their account needs a 403b plan distribution request. This can include employees of certain tax-exempt organizations such as public schools, non-profit organizations, and religious organizations. It is necessary to obtain the plan administrator's approval for the distribution request.

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What is 403b plan distribution request?

A 403b plan distribution request is a formal application made by an employee or plan participant to withdraw funds from their 403b retirement plan. This request is necessary to initiate the distribution process and access retirement savings.

Who is required to file 403b plan distribution request?

Participants of a 403b plan who wish to withdraw funds, whether due to retirement, separation from service, or hardship, are required to file a 403b plan distribution request.

How to fill out 403b plan distribution request?

To fill out a 403b plan distribution request, participants should provide personal information such as their name, Social Security number, and account details, along with the amount and type of distribution requested. It may also require verification of eligibility and signatures.

What is the purpose of 403b plan distribution request?

The purpose of a 403b plan distribution request is to formally request the disbursement of funds from a retirement account. It helps ensure that the distribution complies with federal regulations and guidelines.

What information must be reported on 403b plan distribution request?

Information required typically includes the participant's personal information, the amount requested, the reason for the distribution, and any relevant tax withholding preferences.