Vanguard 403b7 Single Distribution Request Excluding Hardship Withdrawals Take a distribution from y 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out Section 1 with your full legal name, contact information, and Social Security number. Ensure all details are accurate to avoid processing delays.
3. In Section 2, select the reason for your distribution. You must check only one box; otherwise, your request may be delayed.
4. If applicable, complete Section 3 for direct rollover options. Specify whether you want to roll over all or part of your account and provide necessary fund information.
5. For distributions by check or investment in a nonretirement account, fill out Section 4. Indicate how you wish to receive your payment and provide any additional fund details.
6. In Section 5, make your income tax withholding election based on your preferences and state requirements.
7. Sign and date the form in Section 6. If required, obtain a signature guarantee from an authorized officer.
8. Finally, ensure that all pages of the form are completed and mail it using the provided postage-paid envelope.

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