Get 457(b) Loan Authorization Form - National Benefit Services, Llc

This guide provides a step-by-step approach to filling out the 457(b) Loan Authorization Form from National Benefit Services, LLC. Carefully following these instructions will ensure that you complete the form accurately and efficiently.

Follow the steps to complete the form online:

1. Click ‘Get Form’ button to download the 457(b) Loan Authorization Form. This action opens the document in your preferred editor for easy access.
2. Begin by filling out your participant information. This includes your name, mailing address, social security number, date of birth, home phone number, and work phone number. Ensure accurate entries to avoid processing delays.
3. In the investment provider information section, list the investment provider from whom you are requesting the loan. Include the account number and full address of the provider.
4. Answer the questions regarding current and previous loans. Provide accurate responses about any defaults or existing loans, as well as details on your highest outstanding loan balances within the past 12 months.
5. Identify all your current 403(b), 401(a), or 457(b) accounts in the relevant section. List the account balances, outstanding loan amounts, and attach the most recent account statements for each.
6. Review all provided information for accuracy. Acknowledge that the information may be shared with third parties and ensure that you are informed about potential IRS taxes and penalties associated with defaults.
7. Sign and date the form where indicated. Ensure your signature is clearly visible, as this is a required field for processing your loan request.

Complete your 457(b) Loan Authorization Form online today for a smoother processing experience.