Get Fbcretire

Completing the Fbcretire form is a crucial step for individuals seeking to authorize a loan from their 403(b) account. This guide provides step-by-step instructions to help users efficiently fill out the form online.

Follow the steps to successfully complete the Fbcretire form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. Begin by entering your participant information in the first section. This includes your name, employer name, mailing address, Social Security number, phone numbers, and the name of your financial advisor or agent.
3. Proceed to the investment provider section. Enter the name of the investment provider from whom you will be borrowing the 403(b) amounts. Include the account number, contact phone and fax numbers, and mailing address.
4. In the current and previous loans section, answer the questions regarding any past loan defaults and existing loans. Provide documentation for any defaults, and specify your highest outstanding loan balance in the previous 12 months.
5. Identify your current 403(b), 401(a), or 457(b) accounts. List the investment provider name, current account value (excluding loans), and any outstanding loan amounts. Attach the necessary account statements for verification.
6. Complete the participant approval section by reviewing the information provided. Ensure you understand that information may be shared with third parties as needed. Provide your signature and the date, indicating your approval of the loan amount requested.
7. Finally, enter the requested loan amount and the maximum eligible loan amount. Ensure all information is complete and accurate.
8. Once finished, save changes to your form. You can then download, print, or share the completed Fbcretire form as needed.

Take the next steps and complete your documents online today!