Loading
Get The Standard 403b Loan Application Form
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to fill out the The Standard 403b Loan Application Form online
This guide provides a comprehensive overview of how to accurately complete The Standard 403b Loan Application Form online. By following these instructions closely, users can ensure that their application is filled out correctly and submitted efficiently.
Follow the steps to complete your loan application form.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- In the first section, **Participant Information**, enter your name, phone number, address, city, state, zip code, employer, and contract number. These details are important for identifying your account.
- Next, indicate if you have ever defaulted on a loan from a 403(b) Tax-Sheltered Annuity with your employer by selecting 'Yes' or 'No'. This will affect your eligibility for the loan.
- In the **Loan Request** section, specify whether you are requesting the exact loan amount or the maximum loan available. If requesting a specific amount, write the amount in the provided space. Note that this amount should be at least $1,000.
- State whether you hold a 403(b) Tax-Sheltered Annuity contract with any carrier other than Standard Insurance Company by selecting 'Yes' or 'No'.
- Complete the **Loan Repayment Information** section, which includes attaching forms if needed, and understanding that payments are due monthly starting 30 days from the effective date of the loan.
- In the **Participant Authorization** section, sign and date the form to certify that all information provided is true and accurate. If applicable, attach form 13018 for further documentation.
- Next, the plan administrator must complete their authorization by designating your employment status and signing the form.
- Finally, ensure that all parts of the form are complete. Users may then save changes, download, print, or share the form as needed.
Complete your application for The Standard 403b Loan online today!
To borrow from a 403b plan, you typically start by completing The Standard 403b Loan Application Form. This form helps you authorize the loan and provides the necessary details to your plan administrator. Once your application is processed, you can access your funds for various personal expenses. It's essential to review your plan's specific rules regarding borrowing and repayment.
Industry-leading security and compliance
US Legal Forms protects your data by complying with industry-specific security standards.
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.