Get Application Form: 403(b)(7) Distribution Request - Calvert Investments

This guide provides clear, step-by-step instructions on completing the 403(b)(7) Distribution Request Form from Calvert Investments. By following these instructions, you will ensure a smooth online submission process for your distribution request.

Follow the steps to complete your distribution request form.

1. Press the ‘Get Form’ button to obtain the form and open it for online completion.
2. In Part I, provide your personal information. Fill in your name, Social Security Number or Tax Identification Number, residence address, mailing address, date of birth, work phone number, email address, and your 403(b)(7) account/plan number. You must also indicate your U.S. citizenship status by checking the appropriate box.
3. In Part II, select the reason for your distribution. There are options subject to mandatory withholding and those not subject. Ensure you provide the required details, such as the name of the former employer or the decedent if applicable, as well as any necessary documentation, like a certified death certificate.
4. In Part III, indicate the fund name and the dollar amount you wish to distribute. Ensure the dollar amount does not exceed your account balance.
5. In Part IV, choose the amount of distribution you are requesting, such as a partial distribution or a mandatory distribution.
6. In Part V, select the frequency of the distribution, whether immediate or periodic (monthly, quarterly, or annually).
7. In Part VI, specify the payment method you prefer, providing additional details as required, such as account numbers or voided checks when needed.
8. In Part VII, if applicable, your employer must complete the employer authorization section, certifying that you are eligible for the requested distribution.
9. Review the withholding notice and election in Part VIII and IX. Make your elections regarding federal and state withholding as required.
10. In Part XI, read the acknowledgment statement, sign the form indicating agreement to the terms, and date your signature accordingly.
11. Once the form is complete, save the changes made to the document. You may also download, print, or share the form as needed for your records or submission.

Complete your distribution request form online to expedite your processing.