Get Suncoast Credit 403b Fees Form

Filling out the Suncoast Credit 403b Fees Form online is a straightforward process. This guide will provide you with the necessary steps to accurately complete each section of the form, ensuring a seamless experience.

Follow the steps to complete your form online:

1. Click the ‘Get Form’ button to access the Suncoast Credit 403b Fees Form and open it in your preferred online editor.
2. Begin by filling out the participant information section. Enter your name, account number, address, social security number (SSN), birthdate, and phone number.
3. Next, in the plan information section, provide the name of your employer or IRA custodian, their Employer Identification Number (EIN), address, phone number, and plan name.
4. Proceed to the affirmative election section where you must choose between a direct rollover (Section A) or a payment to you (Section B), or a combination of both. Indicate your choice clearly.
5. If opting for a direct rollover, specify who is making the election (you, a qualified domestic relations order (QDRO), or a surviving spouse). Fill in the details of the successor trustee/custodian and indicate the amount to be rolled over, choosing either a percentage or a dollar amount.
6. If you select payment to yourself, complete that section by indicating whether you want 100% of your vested benefit or a specific portion. Be aware that a mandatory 20% tax withholding may apply.
7. Finally, sign and date the form at the bottom, confirming that you have read the employer's notice regarding qualified plan distributions and understand your options.

Complete your Suncoast Credit 403b Fees Form online today to ensure your benefits are managed effectively.