Get Retirement Plan Loan Application Form - Msu Human Resources

The Retirement Plan Loan Application Form is an essential document for individuals looking to apply for a loan from their 403(b) Retirement Plan. This guide provides a step-by-step approach to accurately completing the form online, ensuring you have a smooth application process.

Follow the steps to ensure a complete and accurate application

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide your personal information in Section A. Ensure you include your full name, email address, home address, city, state, zip code, work phone, and home or cell phone number. Use clear and legible handwriting if you are not typing the information.
3. In Section B, indicate the purpose of your loan by checking only the boxes that apply. Remember, the maximum loan length varies based on the purpose selected, so review your options carefully.
4. Enter the loan amount you wish to apply for in Section C, ensuring it meets any criteria mentioned in your selected purposes.
5. Read and understand Section D, which includes the applicant's acknowledgment. Confirm the information you provided is accurate and complete this section by printing your name, entering your ZPID, signing, and dating the application.
6. Compile any necessary documentation that supports the purpose of your loan, as outlined in the loan documentation examples provided with the form.
7. Submit your completed form and documentation to the MSU Human Resources Solutions Center, either by mail or fax. Ensure you retain copies for your records.
8. After submission, keep a record of your application status and be prepared to provide any additional information if requested.

Start filling out your Retirement Plan Loan Application Form online today!