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SPRING BRANCH ISD 457(b) DEFERRED COMPENSATION PLAN457(b) PLAN DISTRIBUTION, LOAN, TRANSFER, & ROLLOVER FORM900 S. Capitol of Texas Highway Suite 350 Austin, TX 78746 Phone: (512) 7958999 Fax: (512)
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How to fill out spring branch 457b distribution

01
Contact your employer or plan administrator to request a distribution form for the Spring Branch 457b plan.
02
Fill out the distribution form with your personal information, including name, address, social security number, and account information.
03
Specify the amount you wish to distribute from your Spring Branch 457b plan and indicate whether you want a lump sum or periodic payments.
04
Provide any necessary beneficiary information if applicable.
05
Sign and date the distribution form, and submit it to the appropriate party for processing.

Who needs spring branch 457b distribution?

01
Employees who participate in the Spring Branch 457b plan and wish to access their funds before retirement.
02
Individuals who have reached the age of retirement and are eligible to make withdrawals from their Spring Branch 457b account.
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Spring Branch 457b distribution refers to the distribution of funds from a 457b retirement plan provided by Spring Branch.
Participants of the Spring Branch 457b retirement plan are required to file for distribution.
To fill out the Spring Branch 457b distribution form, participants must provide personal information, account details, and distribution preferences.
The purpose of Spring Branch 457b distribution is to allow participants to access their retirement funds.
Participants must report the amount of distribution, reason for distribution, and personal details on the Spring Branch 457b distribution form.
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