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457(b) Distribution/Rollover Authorization Form Participant Instructions The 457(b) Distribution/Rollover Authorization Form must be submitted to National Benefit Services, LLC (NBS), the third party administrator,

How to fill out 457b distributionrollover authorization form

How to fill out 457b distributionrollover authorization form

1. Obtain the 457b distribution/rollover authorization form from your employer or retirement plan provider.
2. Read the instructions provided with the form carefully to understand the requirements and procedures.
3. Fill in your personal information, including your name, address, and Social Security number.
4. Provide details about your retirement plan account, such as the account number and the name of the plan administrator.
5. Indicate whether you want a distribution or a rollover and specify the amount or percentage you wish to withdraw or transfer.
6. If you are requesting a rollover, provide the details of the receiving retirement plan, including its name and address.
7. Sign and date the form, and make sure to attach any required supporting documentation, such as a photocopy of your identification.
8. Make a copy of the completed form for your records.
9. Submit the form to your employer or retirement plan provider by the specified deadline.
10. Follow up with the provider to ensure that your request is processed accordingly.

Who needs 457b distributionrollover authorization form?

1. Employees who have a 457b retirement plan and wish to make a distribution or rollover from their account may need to fill out a 457b distribution/rollover authorization form. This form is typically required by the employer or retirement plan provider to initiate the requested transaction. It ensures that the necessary information is properly documented and the withdrawal or transfer is processed according to the individual's instructions.

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What is 457b distribution rollover authorization form?

The 457b distribution rollover authorization form is a document used to request the rollover of eligible distributions from a 457b retirement plan into another qualified retirement account, such as an IRA or another employer-sponsored plan.

Who is required to file 457b distribution rollover authorization form?

Participants in a 457b retirement plan who wish to transfer their funds to another qualified plan or account are required to file the 457b distribution rollover authorization form.

How to fill out 457b distribution rollover authorization form?

To fill out the 457b distribution rollover authorization form, individuals need to provide their personal information, details of the current 457b plan, the receiving plan's information, and any signatures required for authorization.

What is the purpose of 457b distribution rollover authorization form?

The purpose of the 457b distribution rollover authorization form is to facilitate the transfer of retirement assets from a 457b plan to another qualified retirement account while adhering to legal and tax regulations.

What information must be reported on 457b distribution rollover authorization form?

The information that must be reported includes the participant's name and contact information, account numbers, the name of the current 457b plan, details of the receiving plan, and any required signatures.