Get Calvert 403(b)(7) Distribution Request - Calvert Investments

Filling out the Calvert 403(b)(7) Distribution Request form can seem intricate, but with clear guidance, you can navigate the process smoothly. This document is essential for 403(b) owners and beneficiaries to request distributions from a non-ERISA custodial account.

Follow the steps to complete your distribution request accurately.

1. Press the ‘Get Form’ button to access the Calvert 403(b)(7) Distribution Request form and open it for editing.
2. In Part I, provide the 403(b) owner information. Fill in your full name, taxpayer ID number, residence address, mailing address, primary phone, email address, account/plan number, date of birth, and U.S. citizenship status. Ensure all information is accurate.
3. Move to Part II to select the type of distribution. Indicate your reason for distribution by checking the relevant box, such as severance from employment or death distribution. Ensure to fill in required names and provide any necessary documentation, like a certified death certificate if applicable.
4. In Part III, enter employer authorization details. Provide the name of your employer, contact person, phone number, mailing address, email, and have your employer sign and date this section to certify your eligibility for distribution.
5. In Part IV, choose the amount of distribution by indicating whether it is a partial distribution or a mandatory distribution.
6. Proceed to Part V to select the distribution frequency, choosing from options such as monthly, quarterly, or annually.
7. In Part VI, specify the payment method. Options include transfers to a Calvert Fund, mailing to your account address, wire transfers, or direct deposit. If opting for a bank transfer, remember to attach a voided check.
8. Complete Parts VII and VIII regarding withholding notices and elect your federal income tax withholding preferences.
9. In Part IX, acknowledge your understanding by signing and dating the form to agree to the terms and confirm the information provided.
10. Finally, review the entire form for accuracy. Save your changes, then download, print, or share the form as needed. Ensure to send the completed form to Calvert at the specified address.

Complete your Calvert 403(b)(7) Distribution Request online today to ensure a smooth distribution process.