Get 457(b) Loan Authorization Form - Ebenefitsservices .com

This guide provides a comprehensive overview of the process for completing the 457(b) Loan Authorization Form. By following the outlined steps, users can accurately fill out the form and ensure their loan request is submitted correctly.

Follow the steps to fill out the form accurately.

1. Click the ‘Get Form’ button to obtain the form and access it in your preferred editing application.
2. In the first section, provide your personal information. This includes your full name, Social Security number, date of birth, mailing address, home phone number, work phone number, agent name, and agent phone number. Ensure all fields are completed accurately.
3. Specify the investment provider from which the 457(b) amounts will be borrowed. Fill in the investment provider's name, account number, address, phone number, and fax number.
4. Address current and previous loans. Answer the questions concerning any defaults on past loans and provide necessary documentation if applicable. List all your current 403(b), 401(a), or 457(b) accounts, including their current values and outstanding loan amounts.
5. In the final section, sign and date the form to confirm your approval and understanding. Make sure to write the requested loan amount and verify that it does not exceed the maximum eligible loan amount indicated.
6. Once all sections are completed and checked for accuracy, save your changes. You can then download, print, or share the form as necessary before submitting it to Employee Benefits Services & Advisors, Inc.

Complete your 457(b) Loan Authorization Form online today and ensure your application is processed smoothly.