Get 457(b) Distribution/rollover Authorization Form

This guide will provide you with a comprehensive overview of how to effectively complete the 457(b) Distribution/Rollover Authorization Form online. By following these steps, you can ensure that your distribution or rollover request is processed smoothly and accurately.

Follow the steps to complete the form successfully.

1. Click the ‘Get Form’ button to access the form online and open it in the editing tool.
2. Begin by filling out the participant information section. This includes entering your full name, your employer or former employer's name, and your mailing address, including city, state, and zip code.
3. Next, provide your contact information. Include your home and work phone numbers, as well as your date of birth and social security number.
4. In the reason for withdrawal section, select all applicable reasons for your request. Ensure to include the date of the event for each reason selected. If none apply, you may need to explore other options for transferring your 457(b) amounts.
5. Indicate your current investment provider in the source of assets section. Enter their mailing address, along with the associated account number, phone number, and fax number.
6. Review the participant/beneficiary approval section. You will need to acknowledge and authorize the release of information to the third party to administer your plan. The form requires your signature and the date.
7. Once you have filled out all necessary sections and reviewed your information for accuracy, you can save your changes and proceed to download, print, or share the completed form as required.

Complete your 457(b) Distribution/Rollover Authorization Form online today for a hassle-free process.