Get Transaction Request Form - Envoy Plan Services

Filling out the Transaction Request Form for Envoy Plan Services is essential for facilitating various transactions related to your 403(b) or 457(b) retirement plans. This guide provides step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to successfully complete the form.

1. Use the ‘Get Form’ button to access the Transaction Request Form and open it in your preferred document management platform.
2. Begin by entering the employer name in the designated field. Ensure that you type 'Antelope Valley Hospital - a facility of Antelope Valley Healthcare District' without any errors.
3. Fill in your full name as the participant. Enter your first name, middle initial, and last name carefully in the provided fields.
4. Provide your complete mailing address including city, state, and zip code. This information is crucial for any correspondence regarding your request.
5. Enter your Social Security number securely in the designated field, using the correct format to avoid any issues.
6. List your daytime phone number clearly to ensure you can be reached if further information is required.
7. Input your date of birth correctly. This helps verify your identity during the processing of your request.
8. Provide your email address, which will be used for confirming receipt of the form and any further communication.
9. If you have an agent, fill in their name and phone number in the respective sections, ensuring accurate contact details.
10. Select the type of transaction you are initiating from the options provided, such as '403(b) Contract Exchange' or 'Loan Request.' Be specific about your needs.
11. For a loan request, specify your account type (403(b) or 457(b)), and clearly state the loan amount requested and its purpose.
12. If you are requesting a distribution, select the relevant account type and type of distribution, and provide any financial hardship documentation if applicable.
13. Once you have filled in all required fields and sections, review your information for accuracy. Make any necessary corrections.
14. Finalize your submission by signing the form and dating it in the designated areas.
15. After completing the form, save any changes made, and choose to download, print, or share the document as needed. Submit the form and any additional paperwork to Envoy Plan Services as outlined in the instructions.

Complete your transaction request form online to manage your retirement accounts efficiently.