Get 273354 - Request For 403b -- Tax Sheltered Annuity Tsa Withdrawalsurrender Form This Pdf Contains A

Filling out the 273354 Request for 403(b) - Tax Sheltered Annuity TSA Withdrawal/Surrender Form can seem complex, but with clear guidance, you can complete it with confidence. This form is essential for managing your withdrawal from the 403(b) plan, and understanding each section will help ensure that you meet all requirements.

Follow the steps to accurately complete the form.

1. Click the ‘Get Form’ button to obtain the form and open it in your digital editor.
2. Begin with the 'Contract Information' section. Enter your RiverSource Contract Number and your full name as the contract owner.
3. In the 'Plan Sponsor Information' section, provide your employer's identification number, the name of the plan sponsor, their phone number, mailing address, state, city, and ZIP code.
4. Select the type of withdrawal you are requesting. You can check the appropriate box for a partial withdrawal, full withdrawal, or to set up systematic withdrawals. Be precise with the amounts where necessary.
5. Define the allocation of any partial withdrawals, specifically for variable contracts. Indicate how you wish the withdrawal to be distributed among the funds.
6. Choose your delivery preferences for receiving the funds. You may opt for an ACH transfer or a mailed check.
7. Complete the withholding instructions. Choose the appropriate federal and state tax withholding options based on your financial situation.
8. Indicate your qualifying event for the withdrawal in the next section. You must check the qualifying event that applies to you.
9. Review the authorizations and agreements section carefully. Sign, date, and provide your contact information.
10. Once you have completed all sections of the form, save your changes, and prepare the form for submission. You can download or print it as needed, or share it with relevant parties.

Start filling out your 273354 Request for 403(b) – Tax Sheltered Annuity TSA Withdrawal/Surrender Form online today to manage your retirement funds effectively.