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PlanMember Services 403b Distribution Form

PlanMember Services 403b Distribution Form 2025

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The document is a 403(b)(7) Account Distribution Form from PlanMember Services Corporation, designed 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 elections, and methods of distribution. The form also outlines the necessary certifications and employer verifications required for certain distribution types, along with instructions on completing the form and understanding tax implications.

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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.

Does a 403b need to be reported on taxes?

403(b) Plans and Filing Federal Taxes You dont need to report your 403(b) plan contributions separately on your federal tax return. Your employer will report your contributions on your W-2. Because the funds are tax-deferred, your 403(b) plan contributions wont be taxed as part of your federal taxes.

Do you get a 1099-R for a 403b withdrawal?

We will send you a Form 1099-R summarizing your distribution activity, which you should use when preparing your income tax returns.

What is the tax form for 403b distribution?

1099-R IRA/403(b) distributions If you received distributions from your retirement accounts, you will receive Form 1099-R.

Do I need to report form 5498 on my tax return?

You dont have to file this form with your tax return. The financial institution that issued it will share this information with the IRS. Form 5498 can help you keep track of contributions youve made to a traditional IRA, Roth IRA, SEP IRA, or SIMPLE IRA.

How do I report a 403b distribution on my taxes?

Distributions are reported on Form 1099-R. This form reports the total amount of the distributions and any federal or state income tax withheld. Form 1099-R is mailed by January 31 of the year following the distribution, and the information is also reported electronically to the IRS.