Get Distribution/direct Rollover Request Governmental 457(b) Plan ...

Completing the Distribution/Direct Rollover Request form for the Governmental 457(b) Plan can seem daunting, but this guide will help simplify the process. By following the clear steps outlined below, users can effectively fill out the form online with confidence.

Follow the steps to fill out your request form accurately.

1. Click the ‘Get Form’ button to obtain the Distribution/Direct Rollover Request form. This will allow you to access the necessary document online.
2. Begin by providing your participant information. Fill in your last name, first name, middle initial, social security number, account extension (if applicable), home phone, work phone, and email address. Indicate your marital status and citizenship status. Be sure to include your date of birth as it is a required field.
3. Specify the reason for your distribution. Options may include severance of employment, retirement, disability, de minimis distribution, or minimum distribution (age 70 1/2). You must select one to process your request.
4. Choose your distribution method. This may be a full distribution/rollover, partial distribution/rollover, or periodic payment. Clearly state the amounts involved if applicable.
5. Enter your payment options. Indicate if the payment is to be made directly to yourself or as a combination of payment to yourself and a rollover. Also, provide payment amounts where necessary.
6. Complete the address change or alternate mailing address section if needed. If you require an address change or an alternate mailing address, note that your signature might need to be notarized.
7. In the distribution delivery section, select how you would like to receive your distribution. Choices can include check, express delivery, or ACH transfer.
8. Fill out the federal and state income tax withholding information. Specify if you want taxes withheld from your distribution amount.
9. Sign and date the form to confirm that all provided information is accurate and that you agree to the terms outlined in the Distribution/Direct Rollover Request form.
10. Submit your completed form to the appropriate plan administrator or trustee.

Now that you have the information, start filling out your Distribution/Direct Rollover Request form online today!