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403(b) Plan Distribution Form Mail Application To: Thorn burg, PO Box 219017, Kansas City, Missouri 641219017 This form is used to request a distribution from your 403(b). Be sure to fully complete

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How to fill out 403b plan distribution form

01

Obtain the 403b plan distribution form from your plan administrator or online.

02

Provide your personal information such as name, address, social security number, and contact information.

03

Indicate the reason for the distribution and the amount you wish to withdraw.

04

Choose how you want to receive the distribution - lump sum, systematic withdrawal, etc.

05

If necessary, fill out the tax withholding section to indicate how much tax you want to be withheld from your distribution.

06

Sign and date the form and submit it to your plan administrator for processing.

Who needs 403b plan distribution form?

01

Employees of nonprofit organizations such as schools, hospitals, and government agencies who have a 403b retirement savings plan.

02

Individuals looking to withdraw funds from their 403b plan for retirement or other eligible reasons.

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What is 403b plan distribution form?

A 403b plan distribution form is a document that allows individuals to withdraw funds from their 403b retirement account.

Who is required to file 403b plan distribution form?

Individuals who want to make a withdrawal from their 403b retirement account are required to file the distribution form.

How to fill out 403b plan distribution form?

To fill out the 403b plan distribution form, individuals must provide their personal information, account details, and the amount they wish to withdraw.

What is the purpose of 403b plan distribution form?

The purpose of the 403b plan distribution form is to authorize the withdrawal of funds from a 403b retirement account.

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

The 403b plan distribution form must include personal information, account details, withdrawal amount, and any applicable tax withholding.

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