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457(b) Plan Transaction Request Form 900 S Capital of TX Hwy, Ste. 350 Austin, TX 78746 457 tcgservices.com P: 800.943.9179 F: 888.989.9247 Please submit completed form via fax, email or mail Sections.

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How to use or fill out the TCG FICA Alternative Transaction Request Form.pdf online

Filling out the TCG FICA Alternative Transaction Request Form.pdf online is a straightforward process designed to assist users in submitting their requests efficiently. This guide will take you through each section of the form with clear and concise instructions to help ensure that your submission is complete and accurate.

Follow the steps to successfully fill out your form online

  1. To begin, locate the ‘Get Form’ button and select it to download and open the TCG FICA Alternative Transaction Request Form.pdf in your preferred document editor.
  2. In Section A, provide your full name, social security number, and contact information, which includes your street address, date of birth, and email. Ensure all fields are accurately filled out.
  3. Move to the employer section and indicate whether you are a nonresident alien by checking the appropriate box. Fill in the name of your employer as listed on the account.
  4. In Section B, select the reason for your distribution by checking one of the boxes. Complete any additional required fields, such as the date of separation if you indicate that you are no longer employed.
  5. Proceed to Section C to choose your distribution instructions. Indicate whether you would prefer a cash distribution, a rollover, or any specific instructions for partial withdrawals, including the amount.
  6. In the space provided for rollover transactions, input the name and address of the receiving financial institution, along with the account number.
  7. In Section D, provide your acceptance and authorization by signing and dating the form. Remember that electronic signatures will not be accepted.
  8. Upon completing the form, you can save your changes, download a copy for your records, print it, or share it as necessary.

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The State of Florida BENCOR 401(a) FICA Alternative Plan is a qualified retirement plan under Federal tax law that covers part-time, seasonal and temporary employees of the State who are not covered by the Florida Retirement System.

A 403(b) plan (also called a tax-sheltered annuity or TSA plan) is a retirement plan offered by public schools and certain 501(c)(3) tax-exempt organizations. Employees save for retirement by contributing to individual accounts. Employers can also contribute to employees' accounts. Choose a 403(b) Plan.

Public Retirement Systems (FICA Replacement Plans) A governmental retirement plan must meet certain minimum benefit or contribution standards to qualify as a public retirement system, and thereby serve as a "replacement" plan exempting the participants from mandatory social security coverage.

Can I ever opt out of the 457(b) FICA Alternative Plan? All eligible employees are required to participate, per IRS regulations. Contact us for more information.

401(a) FICA Alternative Plan Participants contribute 7.5% of their wages into a 401(a) investment account instead of paying social security payroll taxes. The account is portable upon separation from the University or entering a position covered by the State of Florida Retirement program.

What is a 3121 FICA Alternative Plan? A FICA Alternative retirement plan is an interest-bearing account that replaces Social Security for part-time, seasonal, and temporary employees.

401(a) FICA Alternative Plan Participants contribute 7.5% of their wages into a 401(a) investment account instead of paying social security payroll taxes. The account is portable upon separation from the University or entering a position covered by the State of Florida Retirement program.

A FICA Alternative Plan is a type of 3121 retirement plan for your seasonal, part-time, and temporary employees that replaces Social Security. Employers avoid the matching 6.2% Social Security contribution, replacing it with an impactful benefit for employees.

A 457(b) FICA Alternative Retirement Plan is a qualified retirement plan which takes the place of Social Security for government entities such as school districts, cities, etc. When did this type of plan get started? In 1990, the Omnibus Budget Reconciliation Act was passed.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Help Portal
Legal Resources
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232