Retirement Plan Loan Application Form - MSU Human Resources: Fill out & sign online

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Click ‘Get Form’ to open the Retirement Plan Loan Application Form in the editor.
Begin by filling out the Personal Information section. Clearly print your name, email, campus address, home address, city, state, zip code, and both work and home/cell phone numbers.
In the Purpose Criteria section, check all applicable boxes that describe why you are applying for the loan. This could include reasons such as purchasing a principal residence or covering medical expenses.
Specify the Loan Amount you are requesting in the designated field.
Read and acknowledge the Applicant’s Acknowledgment section. Ensure you understand your responsibilities regarding this loan application before signing and dating the form.
Attach any required documentation that supports your loan purpose and amount. Ensure these are copies only, not originals.
Submit your completed form along with all necessary documentation to MSU Human Resources Benefits/Retirement Office via mail or fax.

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What is a 403b plan and how does it work?

403(b) and 401(k) plans are both tax-advantaged retirement savings plans sponsored by employers for their employees. The biggest difference in the 403(b) vs. 401(k) is that the 403(b) is strictly for government and non-profit employees while the 401(k) is for employees of companies in the private sector.

What is the MSU 403b retirement plan?

This plan consists of an employee contribution of 5% of your eligible compensation and a university matching contribution* of 10% of your eligible compensation - an immediate two for one match of your investment - for a total contribution of 15%. Your 5% contribution is made on a tax-deferred basis.