Get Afplanserv

This guide provides clear and supportive instructions on how to fill out the Afplanserv online. The Afplanserv form is essential for requesting a distribution or rollover from your employer's retirement plan.

Follow the steps to complete the Afplanserv form accurately

1. Press the ‘Get Form’ button to obtain the Afplanserv form and access it online.
2. Fill in your participant information. Provide your name, Social Security number, date of birth, mailing address, and phone numbers, along with your current or former employer details.
3. Select the appropriate plan type and corresponding distributable event. Indicate whether it is a 403(b) or a 457(b) plan, and check the applicable reason for your distribution or rollover.
4. Identify the source of your assets. Indicate the name of the provider from which you wish to take a distribution or rollover, along with the relevant account or policy numbers.
5. If applicable, specify the destination of your rollover assets. Provide the name of the receiving provider or institution, and choose the account type (e.g., Roth IRA, 401(k)).
6. Complete the participant acknowledgment section. Sign and date the form, certifying the accuracy of the information provided and confirming your eligibility for the requested transaction.
7. After completing the form, check your entries for accuracy and completeness. You can then save changes, download, print, or share the form as needed.

Complete your Afplanserv form online today to ensure your distribution or rollover is processed smoothly.