403(b) Plan Distribution Request Form - Franklin Templeton 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the 'Participant Information' section. Enter your name, address, Social Security number, and date of birth clearly. If you have a new address, check the appropriate box.
3. In the 'Qualifying Distribution Event' section, select one option that applies to your situation. Ensure you understand any tax implications associated with early distributions.
4. Have your employer or third-party plan administrator complete the 'Certification' section to confirm your eligibility for distribution.
5. Choose your preferred 'Method of Distribution.' Specify whether you want a full balance, partial payment, or direct rollover. Fill in any necessary details regarding bank information if applicable.
6. Complete the 'Withholding Election' section by selecting your federal and state tax withholding preferences.
7. Sign and date the form in the 'Participant’s Certification & Authorization' section. Ensure that any required signature guarantees are included if applicable.

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