Plan member services forms 2025

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32 votes

The document is a 403(b)(7) Account Distribution Form that outlines the process for participants to request distributions from their retirement accounts. It includes sections for participant information, types of distributions (such as normal, hardship, or disability), tax withholding options, methods of distribution (including direct rollovers and systematic withdrawals), and necessary certifications from both the participant and employer. The form also provides detailed instructions regarding tax implications and requirements for different types of distributions.

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Versions	Form popularity	Fillable & printable
2016	4 Satisfied (32 Votes)

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