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403(b) Distribution Form Please complete this form for a distribution from your 403(b) plan. Please mail this form to: Selected Funds, P.O. Box 219662, Kansas City, MO 641219662. For overnight delivery:

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How to fill out mfs employer 403b plan

01

Obtain the necessary forms from your employer to enroll in the MFS Employer 403b plan.

02

Fill out personal information such as name, address, social security number, and contact information.

03

Specify the percentage of your salary you wish to contribute to the 403b plan.

04

Select your investment options from the choices provided by MFS.

05

Review the completed form for accuracy and sign and date it before submitting it to your employer.

Who needs mfs employer 403b plan?

01

Employees who work for an organization that offers the MFS Employer 403b plan as part of their retirement benefits.

02

Individuals who want to save for retirement in a tax-advantaged account.

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What is mfs employer 403b plan?

The MFS Employer 403(b) plan is a retirement savings plan specifically for employees of public schools, certain tax-exempt organizations, and religious institutions, allowing them to contribute a portion of their salary on a tax-deferred basis.

Who is required to file mfs employer 403b plan?

Employers that sponsor a 403(b) plan are required to file reporting forms with the IRS, especially those with more than 100 eligible participants.

How to fill out mfs employer 403b plan?

To fill out the MFS Employer 403(b) plan, employers need to complete the necessary forms detailing plan information, employee contributions, and compliance with IRS requirements.

What is the purpose of mfs employer 403b plan?

The purpose of the MFS Employer 403(b) plan is to provide employees with a means to save for retirement through tax-advantaged contributions, helping them build financial security for the future.

What information must be reported on mfs employer 403b plan?

Employers must report details such as participant contributions, plan assets, vesting information, and compliance with federal regulations on the MFS Employer 403(b) plan.

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