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Mass smart plan withdrawal form

Mass smart plan withdrawal form 2025

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The document outlines the enrollment process for participants in the Massachusetts Deferred Compensation SMART Plan, a Governmental 457(b) retirement plan. It includes sections for participant information, contribution elections, investment options, beneficiary designations, and compliance with IRS regulations. Participants must provide personal details, select contribution amounts, and acknowledge understanding of withdrawal restrictions and account corrections. The form requires signatures from both the participant and a registered representative before submission to the service provider.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I contact Massachusetts Smart plan?

The Massachusetts Deferred Compensation SMART Plan is a voluntary retirement savings program. Retiring employees may defer accumulated sick pay, vacation pay and back pay into their SMART Plan account.

What is the difference between a smart plan and a 401k?

SMART Plan Service Center at 877-457-1900.

At what age can I withdraw from my 457 B without penalty?

If you take your deferred compensation payments over a period of 10 years or more, those payments will be taxed in the state where you reside, rather than in the state in which you earned the compensation, possibly reducing your state income taxes.

Can you pull money out of deferred compensation?

One-Time Withdrawals This payment is immediately taxable (see the note below) and is subject to mandatory 20% federal income tax withholding. State income tax withholding may also apply. Complete section 2 of the 457 Basic Withdrawal form.

How do I withdraw money from my deferred compensation plan?

A SMART plan is a defined contribution plan much like a 401(k), but it has different rules about catch-up contributions, early withdrawals, and hardship distributions.

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