Get Traditional 403(b) Distribution Request - Foresters Financial

This guide provides a step-by-step approach to filling out the Traditional 403(b) Distribution Request form for Foresters Financial. Whether you are withdrawing funds due to retirement, disability, or other circumstances, this resource will assist you in completing the form accurately and efficiently.

Follow the steps to complete your distribution request seamlessly.

1. Use the ‘Get Form’ button to access the Traditional 403(b) Distribution Request form, ensuring that it opens securely in your document editor.
2. Complete the Participant and Employer Information section. Provide your name, date of birth, and your employer's name. Additionally, indicate your marital status, as spousal consent may be required for the distribution.
3. In the Reason for 403(b) Distribution section, select one reason for your distribution. Ensure that this reason is aligned with your Employer's plan. If applicable, enter your date of termination if you are selecting 'Termination of Employment'.
4. Move to the Distribution Options section. Choose between a one-time distribution or periodic distributions. Fill out either Part A or Part B as directed, specifying the amounts or percentages for your distribution.
5. In the Payment Directions section, specify how you would like to receive your distribution. Choose between receiving a check, an electronic funds transfer, or other specified instructions. Include all relevant details such as account numbers and addresses.
6. Complete the Federal Tax Withholding section. Check the applicable boxes regarding tax withholding on your distribution. Make sure to understand how federal tax withholding applies to your specific request.
7. If you are married and spousal consent is needed, ensure this section is filled out and signed by your spouse. This signature must be witnessed by a Plan Administrator or Notary Public.
8. Review and sign the Signature(s) section, verifying that you have read and understood the terms of the distribution request. Ensure all required signatures are included as per the guidelines.
9. Once all sections are completed accurately, review the entire form for any errors or omissions. Save your changes, and proceed to download, print, or share the completed form according to your needs.

Complete your Traditional 403(b) Distribution Request online today for a seamless and efficient process.