Get 457 Obra Govtl Distribution Form Rev 9-30-10.doc - Natickma

Filling out the 457 OBRA Govtl Distribution Form is a crucial step in managing your retirement funds efficiently. This guide provides clear instructions to help users navigate through each section of the form, ensuring accurate completion in an online environment.

Follow the steps to complete the form with ease.

1. Click on the ‘Get Form’ button to access the form and open it in your preferred document editor.
2. Begin by filling out the participant and alternate payee information. Provide your full name, date of birth, home address, city, state, zip code, and Social Security number. If applicable, include your spouse's name and indicate if you are married.
3. Next, specify the reason for distribution by selecting from the options provided, such as retirement date, severance of employment, or permanent disability. Make sure to enter the appropriate dates next to each reason.
4. Fill in the distribution amounts and select your preferred payment method. If choosing a direct rollover, include details about the IRA or qualified retirement plan, such as account numbers and financial institution details.
5. If applicable, obtain your spouse's consent for distribution and have their signature witnessed by a Plan representative or notary public.
6. After completing all required fields and verifying the information, sign the form as the participant and date your signature.
7. Finally, save your changes, and download or print the form for submission. Make sure to return it to the address specified on the form.

Complete your forms online today to ensure your distribution is processed efficiently.