Get Separation From Employment Withdrawal Request Governmental 457 B Plan

This guide is designed to provide you with step-by-step instructions on how to complete the Separation From Employment Withdrawal Request for the Governmental 457 B Plan online. With clear directions, you will be able to navigate through the process seamlessly and understand the purpose of each section.

Follow the steps to fill out the Separation From Employment Withdrawal Request online.

1. Press the ‘Get Form’ button to access the form and open it in the editing environment.
2. Enter your personal information in Section A, including your Social Security Number, date of birth, and contact details. Make sure all fields are filled out accurately.
3. In Section B, select only one reason for your withdrawal from the given options: 'Separated from Employment' or 'Retired.' Be sure to indicate the date of your separation or retirement.
4. Complete Section C by specifying the type of withdrawal you are requesting and how much. You will need to choose between options like a one-time withdrawal, periodic payments, or a rollover to another retirement account.
5. In Section D, provide the name and address of the entity to whom your withdrawal should be payable, ensuring the information is accurate to avoid delays.
6. Select your preferred withdrawal delivery method in Section E. Options include standard mail, express delivery, direct deposit, or wire transfer. Provide any required details as necessary.
7. In Section F, indicate how you would like your income taxes to be withheld from your withdrawal amount, as applicable.
8. Sign and date the form in Section G, ensuring your signature is handwritten as electronic signatures are not accepted. Your signature may need to be notarized based on your selected options.
9. Once all sections are completed and signed, send your completed form to the address listed in Section H via regular or express mail, or fax it to the provided numbers.
10. Review your form for any mistakes, save your changes, and keep a copy for your records before submitting.

Complete your Separation From Employment Withdrawal Request online today and ensure your retirement savings are managed effectively.