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- Click ‘Get Form’ to open the non erisa 403b withdrawal document in the editor.
- Begin by filling out Section 1, providing your general information such as your name, address, and Social Security number. Ensure accuracy for smooth processing.
- In Section 2, check all applicable boxes to indicate your reason for withdrawal. If you are over age 59½ or have separated from service, ensure your employer signs where required.
- Proceed to Section 3 to specify the amount and source of your withdrawal. Indicate whether you want a full or partial withdrawal and provide any necessary details regarding outstanding loans.
- Complete Sections 4 through 9 regarding tax withholding instructions. Be mindful of federal and state tax implications based on your selections.
- Finally, sign in Section 10 to certify that all information is accurate. If applicable, obtain the Plan Administrator's signature in Section 11 before submitting.
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