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403b withdrawal request form 2026
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- Click ‘Get Form’ to open the 403b withdrawal request form in our editor.
- Begin by filling out the 'General Information' section. Enter your name, Social Security Number, and contact details accurately to ensure proper processing.
- In the 'Reason for Withdrawal' section, check all applicable boxes that apply to your situation. If you select severance or retirement, ensure your employer signs where indicated.
- Proceed to the 'Amount and Source of Withdrawal' section. Specify whether you wish to withdraw your entire account balance or a net amount. If choosing a partial withdrawal, indicate how you want it allocated among different funding options.
- Complete the 'Payment Instructions' section by selecting how you would like to receive your funds. You can choose to have a check sent or opt for a direct transfer.
- Finally, review all entered information for accuracy before signing in the 'Participant Statement & Signature' section. Ensure that all required signatures are obtained.
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