403b withdrawal request form 2026

1. Click ‘Get Form’ to open the 403b withdrawal request form in our editor.
2. Begin by filling out the 'General Information' section. Enter your name, Social Security Number, and contact details accurately to ensure proper processing.
3. 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.
4. 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.
5. 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.
6. 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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