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Print Form Reset Form Hartford Funds 403(b) Distribution Request Form (Use Only for Account Plans with State Street Bank Trust Company as Custodian) Please read this introductory section carefully

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How to fill out hartford funds 403b distribution

How to fill out Hartford Funds 403b distribution:

Step 1: Gather necessary information

Start by collecting all the required information for filling out the Hartford Funds 403b distribution form. This may include your personal details, such as full name, address, social security number, and contact information.

Step 2: Understand the purpose of the distribution

Determine why you need to fill out the Hartford Funds 403b distribution form. This could be due to retirement, job change, financial hardships, or any other eligible reason for withdrawing funds from your 403b account.

Step 3: Review the distribution options

Familiarize yourself with the available distribution options offered by Hartford Funds. These may include lump sum payments, partial withdrawals, systematic withdrawals, and different annuity choices. Understand the implications and potential tax consequences of each option.

Step 4: Complete the required fields

Fill out the Hartford Funds 403b distribution form accurately, ensuring all required fields are completed. Be careful while providing personal and account details to avoid any mistakes that could delay the process. Double-check the information before submitting.

Step 5: Determine tax withholding preferences

Decide on the amount of tax withholding you prefer for the distribution. Your withholding options may vary depending on your tax situation and financial goals. Consider consulting a tax advisor to assist you in making the most appropriate choice.

Step 6: Attach supporting documents

If necessary, attach any required supporting documents requested by Hartford Funds along with the distribution form. These may include proof of age, proof of financial hardship, or any other documentation specific to your situation. Ensure you include these documents to avoid any potential delays.

Who needs Hartford Funds 403b distribution:

01

Individuals who participate in a 403b retirement plan with Hartford Funds.

02

Employees who are retiring and need to access their funds saved in the 403b account.

03

Individuals who have experienced financial hardships and meet the eligibility criteria for a hardship withdrawal from their 403b account.

04

Those who have changed jobs and wish to roll over their 403b funds to another eligible retirement plan or IRA.

05

Anyone looking to invest their 403b funds in different annuity options offered by Hartford Funds.

06

Participants in a 403b plan who require funds for educational expenses, such as college tuition, under the IRS' provisions for qualified distributions.

Note: It is essential to consult with a financial advisor or tax professional to ensure compliance with applicable regulations and to make informed decisions regarding your Hartford Funds 403b distribution.

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What is hartford funds 403b distribution?

Hartford Funds 403(b) distribution refers to the distribution of funds from a 403(b) retirement account managed by Hartford Funds.

Who is required to file hartford funds 403b distribution?

Individuals who have a 403(b) retirement account with Hartford Funds are required to file for distribution when they wish to withdraw funds from their account.

How to fill out hartford funds 403b distribution?

To fill out Hartford Funds 403(b) distribution, individuals need to contact Hartford Funds directly and follow their specific procedures for requesting a distribution.

What is the purpose of hartford funds 403b distribution?

The purpose of Hartford Funds 403(b) distribution is to provide individuals with access to the funds in their retirement account for personal use or financial needs.

What information must be reported on hartford funds 403b distribution?

When filing for Hartford Funds 403(b) distribution, individuals must report details such as their account information, the amount they wish to withdraw, and any applicable taxes or fees.

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