Get the free form 457 distribution request calpers supplemental rev1012
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Placer County 401(k) Plan (the Plan) https://calpers.ingplans.com 1-800-260-0659 Placer County Personnel Office 145 Fuller Avenue, Suite 200 Auburn, CA 95603 ROLLOVER FORM For Rollovers Into the Placer
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How to fill out form 457 distribution request
How to fill out form 457 distribution request:
01
Gather necessary information such as account details, personal information, and distribution options.
02
Review the instructions provided with the form to understand the requirements and guidelines.
03
Complete the top section of the form with your personal information, including name, address, and social security number.
04
Provide details about the distribution request, such as the amount you wish to withdraw and the reason for the distribution.
05
Indicate your preferred method of distribution, whether it's through a check, direct deposit, or rollover to another retirement account.
06
If you're selecting a direct rollover, provide the details of the receiving institution or account.
07
Sign and date the form, ensuring that all the information provided is accurate.
08
If required, attach any supporting documents or additional forms as instructed in the instructions.
09
Make a copy of the completed form for your records and submit the original to the appropriate institution or employer.
Who needs form 457 distribution request:
01
Employees who participate in a 457 retirement plan and wish to withdraw money from their account.
02
Individuals who have retired or separated from their employer and want to access the funds in their 457 retirement account.
03
Beneficiaries or heirs of a deceased account holder who need to make a distribution request.
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What is form 457 distribution request?
Form 457 distribution request is a document used to request a distribution from a deferred compensation plan under section 457 of the Internal Revenue Code.
Who is required to file form 457 distribution request?
Employees or beneficiaries who are eligible to receive distributions from a section 457 deferred compensation plan are required to file form 457 distribution request.
How to fill out form 457 distribution request?
To fill out form 457 distribution request, you need to provide your personal information, details about the distribution you are requesting, and any applicable tax withholding information. You should consult the form instructions for specific guidance on completing the form.
What is the purpose of form 457 distribution request?
The purpose of form 457 distribution request is to notify the plan administrator of your intent to receive a distribution from your section 457 deferred compensation plan and to provide relevant information for tax purposes.
What information must be reported on form 457 distribution request?
Form 457 distribution request requires you to report your personal identification information, details about the distribution being requested, and any optional tax withholding information.
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