Get 403benefits

Filling out the 403(b) Loan Authorization Form online is a straightforward process that allows you to authorize loans from your 403(b) account with ease. This guide provides step-by-step instructions to help you navigate each section of the form accurately.

Follow the steps to successfully complete the 403(b) Loan Authorization Form online.

1. Press the ‘Get Form’ button to access the 403(b) Loan Authorization Form and open it in your preferred online editor.
2. Begin by filling in your participant information. This includes your name, mailing address, social security number, and contact details. Ensure that all information is correct and up-to-date.
3. Next, provide your date of birth and details about your financial advisor, if applicable. This information assists in the processing of your loan authorization.
4. Proceed to the investment provider section. Specify the provider from which you are requesting the loan, including the account number and contact information.
5. Address the current and previous loans section. Answer the questions regarding any defaults or existing loans, and attach any necessary documentation as indicated.
6. List all current 403(b), 401(a), or 457(b) accounts, alongside their values and loans. Attach the latest account statements to support your reported balances.
7. Complete the participant approval section by signing and dating the form. Ensure that you acknowledge the information sharing policies and certify the accuracy of the information provided.
8. Finally, specify the requested loan amount. Check to ensure that it does not exceed the maximum eligible loan amount listed. Review all provided information for accuracy.
9. Once you have completed all the sections, save your changes. You can either download, print, or share the form according to your preference, and then submit it to National Benefits Services, LLC.

Start completing your documents online today to secure your 403(b) loan authorization efficiently.