Get 403(b) Plan Distribution Request Form - Calstrs

Properly completing the 403(b) Plan Distribution Request Form for CalSTRS is essential for ensuring your distribution is processed efficiently. This guide provides detailed instructions on how to navigate the form online, making the process straightforward and user-friendly.

Follow the steps to successfully complete your form

1. Click 'Get Form' button to access the form and open it in the designated editor.
2. Fill in your personal information clearly, including your name, Social Security number, address, and contact information. Ensure all details are accurate to avoid processing delays.
3. Indicate your marital status by selecting either married or unmarried, and provide your employment status, either employed or separated from service, along with your separation date if applicable.
4. Choose your distribution options based on your employment status. If currently employed, select from rollover source withdrawal, age 59 ½ withdrawal, age 70 ½ withdrawal, or Roth withdrawal. If separated from service, opt for full distribution, partial distribution, required minimum distribution, rollover source distribution, or Roth distribution.
5. Complete the rollover options section. Specify the amount for rollover or percentage, and indicate the institution and account number to which the funds should be directed.
6. Select your tax withholding preferences. Review the federal and state withholding instructions carefully, and indicate whether or not to withhold taxes.
7. Choose how you would like to receive your withdrawal. Options include first-class mail, expedited delivery for a fee, or direct deposit via Automated Clearing House, if you have provided banking information.
8. Sign and date the form, ensuring you include an authorized signature if required by the Third Party Administrator or employer. Review the checklist provided to confirm that every necessary section is filled out.
9. Once all fields are complete, save changes, and download or print the form for your records. Then, follow the instructions provided to submit the application via mail or fax.

Start completing your 403(b) Plan Distribution Request Form online today for a smooth and efficient processing experience.