Get Omni Group 403b Plan Disbursement Request Form 2020-2025

This guide provides users with easy-to-follow instructions on how to complete the Omni Group 403b Plan Disbursement Request Form online. By following these steps, you will ensure that your disbursement request is submitted correctly and efficiently.

Follow the steps to complete each section of the form.

1. Click 'Get Form' button to access the Omni Group 403b Plan Disbursement Request Form online.
2. Begin filling out Part 1 by providing your employee information. Complete the fields marked with an asterisk: your social security number, first name, middle initial, last name, address, city, state, zip code, date of birth, email address, and phone number.
3. In Part 2, provide the distributing account information. Include the full organization name, city, and state of your employer from whose plan you wish to withdraw funds. If different, also list your current employer name, city, and state.
4. Locate the service provider information section. Fill in the service provider company, account number, agent or broker name, phone number, and the amount you wish to distribute. Remember, if the amount you request is not available, OMNI will process the maximum available amount.
5. In Part 3, indicate if you have previously taken out a loan by checking 'Yes' or 'No.' If yes, provide your account number, approximate value, outstanding loan balance, and loan status.
6. Part 4 requires you to disclose if you have other accounts. Check 'Yes' or 'No' for each of the two subsections regarding accounts under this plan and accounts in other plans of the same employer. Provide service provider name, account number, approximate value, outstanding loan balance, and loan status as applicable.
7. Finally, in Part 5, confirm your information by signing and dating the form to ensure your request is valid and complete.
8. Once you have filled out the form completely, save your changes, and download or print the form if required. Ensure all necessary paperwork is included before submitting.

Complete your disbursement request form online today for a smooth processing experience.