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How to fill out the Afplanserv online
Filling out the AFPlanServ® 403(b) Distribution/Rollover Authorization Form online can facilitate your financial management when transitioning from your current or former employer’s retirement plan. This guide provides a clear and supportive approach to completing the form effectively.
Follow the steps to complete the Afplanserv form online.
- Use the ‘Get Form’ button to obtain the AFPlanServ online form and open it for editing.
- Fill in Participant Information: enter your name, social security number, date of birth, mailing address, home phone, city, state, zip code, work phone, and specify whether you are with your current or former employer.
- Select the Distributable Event: choose the applicable event for the distribution or rollover and provide the event date if necessary. If none apply, you may not be eligible for a distribution/rollover.
- Indicate the Source of Assets: write the name of the Provider from which you wish to take a distribution or rollover, along with the account/policy/contract number(s).
- Specify the Destination of Assets: input the name of the Provider/Institution that will receive the rollover, the account type (403(b), 457(b), etc.), and the corresponding account/policy/contract number(s).
- Complete the Participant Acknowledgement: sign and date the form in the designated area.
- Finally, save your changes, and you may choose to download, print, or share the completed form as needed.
Complete your AFPlanServ documents online today for a seamless transition.
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