Get the free 457(b) Non-governmental Plan Distribution Request

Use this form to request distributions from your 457(b) non-governmental employer plan, including total distributions and transfers. Call 800-343-0860 for assistance.

How to fill out 457b non-governmental plan distribution

How to fill out 457b non-governmental plan distribution

1. Contact your plan administrator to request a distribution form.
2. Fill out the required personal information such as name, address, Social Security number, etc.
3. Specify the amount you wish to distribute from your 457b non-governmental plan.
4. Select the distribution options (lump sum, installment payments, rollover, etc.).
5. Sign and date the form before submitting it to the plan administrator.

Who needs 457b non-governmental plan distribution?

1. Employees of non-governmental organizations who have a 457b retirement plan.
2. Individuals who are eligible to make withdrawals from their 457b non-governmental plan.

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What is 457b non-governmental plan distribution?

A 457b non-governmental plan distribution refers to the withdrawal of funds from a deferred compensation plan established by a non-governmental employer, usually for certain types of employees, such as highly compensated individuals or key employees. It allows employees to defer a portion of their income for future distribution, typically upon retirement or cessation of employment.

Who is required to file 457b non-governmental plan distribution?

The employer sponsoring the 457b non-governmental plan is required to file distributions. This includes reporting to the IRS and providing necessary information to the employees receiving the distributions.

How to fill out 457b non-governmental plan distribution?

To fill out the 457b non-governmental plan distribution, the employer must complete the appropriate IRS forms associated with the distribution and provide details such as the recipient's name, the amount distributed, and other relevant information regarding the plan and the participant.

What is the purpose of 457b non-governmental plan distribution?

The purpose of 457b non-governmental plan distribution is to allow eligible employees to access their deferred compensation when needed, particularly during retirement, while also providing tax benefits through contributions made before taxes.

What information must be reported on 457b non-governmental plan distribution?

The information that must be reported includes the name and Social Security number of the participant, the amount distributed, the date of distribution, the type of distribution (e.g., in-service or retirement), and any taxes withheld.