Get the free 403(b)/457 Loan Request Form

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403(b)(7) ACCOUNT APPLICATION & AGREEMENT CUSTODIAN MG TRUST COMPANY, LLC4010 Boy Scout Blvd., Suite 450 Tampa, Florida 33607 www.aspireonline.com403(b)(7) ACCOUNT APPLICATION CHECKLIST To establish

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How to fill out 403b457 loan request form

01

Obtain the 403b457 loan request form from your plan administrator or website.

02

Fill in your personal information, including your name, address, and Social Security number.

03

Provide your employment details, including your employer's name and your employee ID.

04

Indicate the loan amount you are requesting and the purpose of the loan.

05

Select your repayment terms, including the number of months you wish to take to repay the loan.

06

Review the terms and conditions associated with the loan.

07

Sign and date the form to confirm your request.

08

Submit the completed form to your plan administrator for processing.

Who needs 403b457 loan request form?

01

Employees who are participants in a 403b457 retirement plan and need access to funds for emergencies, education, or other personal financial needs.

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What is 403b457 loan request form?

The 403b457 loan request form is a document used by employees participating in 403(b) and 457 retirement plans to request a loan from their retirement account.

Who is required to file 403b457 loan request form?

Employees who wish to borrow funds from their 403(b) or 457 retirement plans are required to file the 403b457 loan request form.

How to fill out 403b457 loan request form?

To fill out the 403b457 loan request form, one must provide personal information, specify the loan amount, and indicate the purpose of the loan, along with any necessary signatures.

What is the purpose of 403b457 loan request form?

The purpose of the 403b457 loan request form is to formally document a request for a loan from a retirement account, allowing participants to access funds when needed.

What information must be reported on 403b457 loan request form?

The 403b457 loan request form must include the participant's name, account number, loan amount requested, repayment terms, and the purpose of the loan.

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