Form preview

Get the free 403(b)/403(b)(7) DISCLOSURE STATEMENT

Get Form
This document provides essential information regarding fixed and variable annuities and mutual funds under the 403(b) retirement plan. It outlines cash surrender value, withdrawal charges, loan provisions,
We are not affiliated with any brand or entity on this form
4,4
98,753 Reviews
4,5
11,210 Reviews
4,6
715 Reviews
4,6
789 Reviews

Get, Create, Make and Sign 403b403b7 disclosure statement

Edit
Edit your 403b403b7 disclosure statement form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your 403b403b7 disclosure statement form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing 403b403b7 disclosure statement online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use the services of a skilled PDF editor, follow these steps:
1
Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit 403b403b7 disclosure statement. Add and change text, add new objects, move pages, add watermarks and page numbers, and more. Then click Done when you're done editing and go to the Documents tab to merge or split the file. If you want to lock or unlock the file, click the lock or unlock button.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
Dealing with documents is always simple with pdfFiller. Try it right now

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
Learn more about security & compliance
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out 403b403b7 disclosure statement

Illustration

How to fill out 403(b)/403(b)(7) DISCLOSURE STATEMENT

01
Obtain the 403(b)/403(b)(7) DISCLOSURE STATEMENT from your employer or the plan administrator.
02
Carefully read through the disclosure statement to understand the plan details.
03
Fill out your personal information, including your name, address, and Social Security number.
04
Review the investment options available within the plan and select your preferences.
05
Understand the fees associated with the plan and record any that may apply to your investments.
06
Sign and date the disclosure statement to acknowledge receipt and understanding.
07
Submit the completed disclosure statement to your employer or plan administrator as instructed.

Who needs 403(b)/403(b)(7) DISCLOSURE STATEMENT?

01
Employees of educational institutions, non-profit organizations, or certain government entities who are eligible for a 403(b) or 403(b)(7) retirement plan.
02
Individuals seeking information about the retirement plan they are enrolled in or considering enrolling in.
03
Employers providing 403(b)/403(b)(7) plans to employees to inform them of plan details and obligations.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.7
Satisfied
25 Votes

People Also Ask about

Sub section 403(b)(1) describes annuity contracts that may be made available to employees under a Section 403(b) plan. Sub section 403(b)(7) describes custodial accounts (mutual funds) that may be made available to employees under a Section 403(b) plan.
A 403(b)(7) custodial account allows you, as an eligible employee, to save and invest for your own retirement on a tax-deferred basis. You decide how much money you want deducted from your paycheck and deposited to the account.
Under IRC 403(b)(7)(A)(ii), a distribution from a custodial account may not be paid or made available to a distributee before the employee attains age 59-1/2, separates from service, dies, becomes disabled, or, in the case of salary reduction contributions, encounters financial hardship.
But beware: While a terrific savings vehicle, 403(b)s have some drawbacks. 403(b)s have a narrower range of investments than 401(k)s, and many plans over-emphasize, or even prioritize, annuities as the primary investment option.
An annuity contract, which is a contract provided through an insurance company; A custodial account, which is an account invested in mutual funds; or. A retirement income account set up for church employees that can be invested in either annuities or mutual funds.

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

The 403(b)/403(b)(7) DISCLOSURE STATEMENT is a document provided to participants of a 403(b) retirement plan, detailing plan features, investment options, fees, and any other important information to facilitate informed decision-making about their retirement savings.
Plan sponsors, typically organizations that offer 403(b) plans, are required to provide the 403(b)/403(b)(7) DISCLOSURE STATEMENT to the participants of the plan.
To fill out the 403(b)/403(b)(7) DISCLOSURE STATEMENT, plan sponsors should provide accurate and complete information regarding the plan’s features, investment selections, associated fees, and any relevant financial details that affect the participants' retirement savings.
The purpose of the 403(b)/403(b)(7) DISCLOSURE STATEMENT is to ensure transparency and inform participants about the specifics of the retirement plan, enabling them to make educated choices regarding their investments and retirement planning.
The 403(b)/403(b)(7) DISCLOSURE STATEMENT must report information such as plan features, eligibility criteria, contribution limits, investment options, fees, and any potential risks associated with the investments.
Fill out your 403b403b7 disclosure statement online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview

403B403B7 Disclosure Statement is not the form you're looking for?Search for another form here.

Related Features

Edit Address in the Affidavit Of Title with ease
Edit Address in the Illinois Bill Of Sale with ease
Edit Address in the Professional Birthday Party Invitation with ease
Edit Address in the Online Conference Event with ease
Enter Card in the Permit with ease

Relevant keywords

403(b) disclosure statement fixed annuity variable annuity mutual funds withdrawal charges loan provision IRS penalties employee agreement investment choices

Related Forms

Form preview
To Receive Public Input Regarding the Proposed 2015 Operating Budget
Agendacity councilmoon public library municipal room1 nichols roadmonday, november 3, 20147:30 p.m.a. call to order.
Fill Now
Form preview
140 NW 2nd Street, Cedaredge, Colorado
6/19/2019 12:36 board of trustees public hearing thursday, june 20, 2019 5 p.m. cedar edge
Fill Now
Form preview
The Artist Tree II, LLC Reviewer - City of Pasadena
City of pasadenaapplicant name: the artist tree ii, llcreviewer: kali millerdate: 4/12/19overall scoremaximumpinpointsawardedpercentscore1,5751,91.68×general
Fill Now
Form preview
Public Notification - SGS
Public notification of mso assessment of charge putting palm oil mill sdn bhddate: 15th july
Fill Now
Form preview
Affidavit format for duplicate degree certificate mumbai university
On a nonjudicial stamp paper of rs.20/ duly attested by oath commissioner (in the notary
Fill Now
Form preview
Contact Us - Kazi Nazrul University
Nazi nauru university nauru road, karla bypass more, p. o karla (c.h.) p.s. asansol (north),
Fill Now
Form preview
April 7-8,2005
!meeting of the bio advisory committee summary minutes april 78,2005 thursday, april 7, 2005welcome and
Fill Now
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.