Get Tax-deferred Annuity Or 401(a)/403(b) Thrift Plan Withdrawal ...

Completing the Tax-Deferred Annuity or 401(a)/403(b) Thrift Plan Withdrawal form online can be a straightforward process if you follow the steps outlined in this guide. This document provides essential instructions to help you navigate through each section of the form with ease.

Follow the steps to complete your withdrawal request online.

1. Click ‘Get Form’ button to access the Tax-Deferred Annuity or 401(a)/403(b) Thrift Plan Withdrawal form.
2. Fill in the employer’s name, city, and state in the designated sections at the top of the form. Provide the employer number if available and leave the claim number blank.
3. Complete the employee's name and indicate marital status by selecting either 'Married' or 'Unmarried'.
4. Enter your Social Security number and mailing address, including street, city, state, and zip code.
5. List your day telephone number to ensure immediate contact if required.
6. If you are making a hardship withdrawal, note that you should complete a different form instead. Review your plan description for specific eligibility details.
7. In the electronic deposit section, input your bank’s ABA routing number and account number. Choose the account type (Checking or Savings) and attach a voided check if necessary.
8. Indicate the specific plan you are withdrawing from by checking the appropriate box for Tax-Deferred Annuity or Thrift Plan. If withdrawing from multiple plans, complete separate forms.
9. Decide on the status of any outstanding loans. Select the appropriate options regarding loan payments.
10. Specify your withdrawal request type by choosing whether you want to withdraw your entire account balance, a rollover balance, or a part of your account balance from specific investment alternatives.
11. Complete any additional investment fund selections, specifying the amount in dollars or percentage for each fund you wish to withdraw from.
12. If required, complete the spouse’s waiver section in the presence of a notary public or employer representative.
13. For participants over age 70-1/2, complete the notice/election section regarding federal and state tax withholding options on your minimum distribution.
14. Finally, sign and date the employee statement and signature section, confirming the information provided is accurate.

Start filling out your Tax-Deferred Annuity or 401(a)/403(b) Thrift Plan Withdrawal form online today!