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403(b) Distribution/Rollover Authorization Form Participant Instructions The 403(b) Distribution/Rollover Authorization Form must be submitted to National Benefit Services, LLC (NBS), the thirdparty

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How to fill out 403b distributionrollover authorization form

01

Obtain the 403b distribution/rollover authorization form from your retirement plan provider.

02

Fill out your personal information, including name, address, social security number, and date of birth.

03

Indicate whether you would like a distribution or a rollover to another retirement account.

04

Specify the amount you would like to distribute or rollover.

05

Provide the necessary information for the receiving account, if opting for a rollover.

06

Sign and date the form to authorize the distribution or rollover.

07

Submit the completed form to your retirement plan provider.

Who needs 403b distributionrollover authorization form?

01

Employees who contribute to a 403b retirement plan and are considering taking a distribution or rolling over funds to another retirement account.

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What is 403b distributionrollover authorization form?

The 403b distribution rollover authorization form is a document used to request the transfer or rollover of funds from a 403(b) retirement account to another eligible retirement account.

Who is required to file 403b distributionrollover authorization form?

Individuals who wish to rollover their funds from a 403(b) retirement account to another qualified plan or IRA are required to file the 403b distribution rollover authorization form.

How to fill out 403b distributionrollover authorization form?

To fill out the 403b distribution rollover authorization form, individuals must provide personal information, details of the current 403(b) account, information about the receiving account, and any signatures required by both parties involved.

What is the purpose of 403b distributionrollover authorization form?

The purpose of the 403b distribution rollover authorization form is to formally authorize the transfer of retirement funds from one account to another, ensuring compliance with IRS regulations.

What information must be reported on 403b distributionrollover authorization form?

The form must typically report the account holder's name, Social Security number, current account number, details of the receiving account, and signatures from both the account holder and the financial institution.

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