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This form is used by beneficiaries of deceased participants to request distributions from a 403(b)(7) Plan. Completing this form may require additional legal documentation, and it is important to obtain a Medallion Signature Guarantee. Contacting BNY Mellon is advised for any questions or clarification regarding necessary documentation.
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How to fill out 403b7 beneficiary distribution request

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How to fill out 403b7 beneficiary distribution request

01
Obtain the 403b7 beneficiary distribution request form from your plan provider.
02
Fill in your personal information, including your name, address, and account number.
03
Identify the primary and secondary beneficiaries as required, including their names, addresses, and relationship to you.
04
Specify the type of distribution you are requesting (e.g., lump sum, periodic payments).
05
Indicate how you would like the distribution to be paid (e.g., check, direct deposit).
06
Sign and date the form to authenticate your request.
07
Submit the completed form to your plan provider, following their submission guidelines.

Who needs 403b7 beneficiary distribution request?

01
Individuals who have a 403b7 retirement account and wish to designate beneficiaries for their retirement assets in the event of their passing.
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A 403b7 beneficiary distribution request is a formal application made by a beneficiary to withdraw funds from a 403b7 retirement account following the death of the account holder.
Beneficiaries of a deceased account holder are required to file a 403b7 beneficiary distribution request to access the funds in the account.
To fill out a 403b7 beneficiary distribution request, beneficiaries must complete the designated form provided by the financial institution, providing details such as the account holder's information, the beneficiary's information, and the desired distribution amount.
The purpose of the 403b7 beneficiary distribution request is to facilitate the withdrawal of retirement funds from the account of a deceased individual to their designated beneficiaries.
The request must include information such as the account holder's name and Social Security number, the beneficiary's name and contact information, the type of distribution requested, and any required identification documents.
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beneficiary distribution 403(b)(7) plan inherited IRA Medallion Signature Guarantee RMD required minimum distribution tax withholding BNY Mellon estate planning retirement account

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