Get The 403(b) Distribution/rollover Authorization Form Must Be Submitted To National Benefit Services

Filling out the 403(b) Distribution/Rollover Authorization Form accurately is essential for processing your distribution or rollover request. This guide will walk you through each section of the form step by step, ensuring a smooth online submission process.

Follow the steps to complete your form online effectively.

1. Press the ‘Get Form’ button to access the 403(b) Distribution/Rollover Authorization Form and open it in the available online editor.
2. In the ‘Participant Information’ section, enter your full name, email address, and mailing address including city, state, and zip code. Next, fill in your employer's name and the state where they are located.
3. Provide your date of birth and social security number in the designated fields. Additionally, include your personal and work phone numbers for contact purposes.
4. If applicable, provide your financial advisor or agent's name along with their phone number to ensure proper communication regarding your request.
5. In the ‘Reason(s) for Withdrawal’ section, select all applicable reasons for your withdrawal. Ensure to include the date of the applicable event for each selection.
6. For the ‘Source of Assets’ section, indicate the name of the investment provider currently managing the assets you wish to distribute or rollover. Provide their mailing address, city, state, and zip code.
7. Fill in your account number, and include the provider's phone and fax numbers as required.
8. In the ‘Participant/Beneficiary Approval’ section, read the authorization statement carefully. If you agree, provide your signature along with the date. If you are the beneficiary of a deceased participant, provide their signature instead.
9. Complete any additional required fields as specified by the form, and review all the information for accuracy before submission.
10. Finally, save your changes, and you may download, print, or share the completed form as necessary. Ensure it is sent to the correct investment provider.

Start completing your 403(b) Distribution/Rollover Authorization Form online today.