Get Plan Member Services Forms

This guide provides users with step-by-step instructions to help them correctly fill out the Plan Member Services Forms online. Whether you are new to these forms or seeking a refresher, this resource aims to simplify the process for you.

Follow the steps to successfully complete the Plan Member Services Forms online.

1. Press the ‘Get Form’ button to access the form. This will open the document in your designated editor, allowing you to begin filling it out.
2. In Section One, input your personal information. Enter your first name, middle initial, last name, address, city, state, zip code, employer name, home and work phone numbers, birthdate, social security number, and account number. Indicate if you have an outstanding 403(b) loan.
3. Proceed to Section Two to select your distribution type. Choose the appropriate option based on your situation, such as normal distribution, required minimum distribution, or financial hardship. Note any necessary information or certifications required for your selection.
4. Complete Section Three by indicating your federal income tax withholding preferences. You can choose from options such as having 20% withheld, specifying a state tax rate, or opting out of withholding on certain amounts.
5. In Section Four, specify the amount and method of distribution. Decide if you want to withdraw all funds, a specific dollar amount, or follow systematic withdrawals. Make sure to read the instructions carefully regarding your selections.
6. Review Section Five if you are selecting systematic withdrawals. Indicate the frequency of the withdrawals and provide necessary details such as starting month and year.
7. In Section Six, choose your method of distribution. This could include direct rollover options, direct deposit details, or requests for checks. Provide all required banking information for the distributions.
8. Section Seven requires your signature and date. Ensure that you understand all tax withholding and rollover options before signing.
9. If applicable, complete Section Eight for the Medallion Signature Guarantee, especially if your distribution amount meets specific thresholds.
10. Finalize your form by reviewing all sections for accuracy. After ensuring that everything is correctly filled out, you can save your changes, download the document, print it, or share it as needed.

Fill out your Plan Member Services Forms online today to ensure timely processing of your account distribution.