Get 403(b) Distribution Form - Oppenheimer Funds

This guide provides a comprehensive step-by-step approach to filling out the 403(b) Distribution Form for Oppenheimer Funds online. By following these instructions, users of all experience levels can complete their forms accurately and efficiently.

Follow the steps to successfully complete your distribution form.

1. Use the ‘Get Form’ button to obtain the form and open it in the online editor.
2. Complete Section 1 titled 'Account Registration' by providing your first name, middle initial, last name, social security number, and date of birth. Indicate a preferred contact person and provide a contact phone number.
3. In Section 2, 'Reason for Distribution,' select the appropriate option that corresponds to your situation, ensuring it reflects a valid qualifying event.
4. Move to Section 3, 'Type of Distribution,' and choose how you want your distribution processed. If opting for systematic payments, specify the frequency and start date for distributions.
5. In Section 4, 'Tax Withholding Election,' indicate your preferences for federal and state tax withholding, ensuring you understand the implications of your selections.
6. In Section 5, 'Method of Payment,' select your preferred payment method, providing necessary banking details if applicable or confirming your mailing preferences.
7. Sign Section 6 to certify that you understand the tax implications of your distribution. Ensure that your signature is present to avoid delays in processing.
8. Review the entire form to confirm that all sections are complete and accurate. You may also need employer or third-party authorization as outlined in Section 7.
9. Once finalized, save changes, download, print, or share the completed form as required.

Complete your 403(b) Distribution Form online today to ensure a smooth and timely distribution process.