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Get the free 403(b) Plan Distribution/Rollover Form - AFPlanServ

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AFPlanServ | P.O. Box 269008 | Oklahoma City, OK 73126 American Fidelity Assurance Company | 8665606415 | Fax: 8665780962 | info@afplanserv.com403(b) Plan Distribution/Rollover Form Participant Instructions Complete
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How to fill out 403b plan distributionrollover form

01
Obtain the 403b plan distribution/rollover form from your employer or plan administrator.
02
Fill in your personal information including name, address, social security number, and contact information.
03
Indicate the amount you wish to distribute or rollover from your 403b plan.
04
Specify whether you want the distribution to be directly rolled over to another qualified retirement account or sent to you as a check.
05
Sign and date the form before submitting it to your employer or plan administrator.

Who needs 403b plan distributionrollover form?

01
Employees who participate in a 403b retirement plan and are looking to either withdraw funds or rollover funds to another qualified retirement account.
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The 403b plan distribution rollover form is a document used to request the transfer of funds from a 403b retirement account to another qualified retirement account, such as an IRA or another 403b plan.
Participants in a 403b retirement plan who wish to move their funds to another retirement account without incurring taxes are required to file the 403b plan distribution rollover form.
To fill out the form, you need to provide personal information, such as your name and account number, details of the existing 403b account, the receiving account information, and the amount to be rolled over. Ensure you follow the instructions provided with the form.
The purpose of the form is to facilitate the tax-free transfer of retirement savings from one qualified retirement account to another, helping individuals preserve their retirement savings and avoid unnecessary tax penalties.
The form typically requires personal identification information, details of the current 403b account, information about the new receiving account, and the amount to be rolled over.
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