Sr 1 2026

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The AFPlanServ™ 403(b) Distribution/Rollover Authorization Form provides participants with instructions for authorizing distributions or rollovers from their employer's retirement plan. It outlines the necessary steps, including participant information, distributable events, sources and destinations of assets, and participant acknowledgment. The document also details rollover options, tax implications, and special rules regarding early distributions, hardship withdrawals, and payments after death. Additionally, it emphasizes the importance of consulting with a tax advisor for personalized guidance.

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Click 'Get Form' to open the sr 1 in the editor.
Begin by filling out the Participant Information section. Enter your name, Social Security number, date of birth, mailing address, and phone numbers as required.
In the Distributable Event section, select the applicable event for your distribution or rollover. Ensure you provide the date of termination if applicable.
Next, indicate the Source of Assets by entering the name of your Provider and any relevant account or policy numbers.
If you are rolling over assets, specify the Destination of Assets by providing details about the receiving Provider/Institution and account type.
Finally, complete the Participant Acknowledgement section by signing and dating where indicated.

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