Nbs doe hawaii 2025

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The State of Hawaii DOE 403(b) Distribution/Rollover Authorization Form is a document that participants must submit to National Benefit Services, LLC (NBS) to authorize the distribution or rollover of their 403(b) retirement funds. It outlines the necessary steps for submission, specifies exceptions for hardship and required minimum distributions, and provides contact information for inquiries. The form requires personal details from the participant and information about the investment provider holding the assets. Participants are advised to consult with a tax advisor regarding potential taxes and penalties associated with distributions.

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Click ‘Get Form’ to open the nbs doe hawaii form in the editor.
Begin by entering your personal information in the Participant Information section. Fill in your name, mailing address, home and work phone numbers, and any agent details if applicable.
In the Distributable Event section, select all applicable reasons for withdrawal. Ensure you provide the date of each event listed, such as termination of employment or attainment of age 59 ½.
Next, indicate the investment provider that currently holds your assets. Fill in their name, account number, and contact details accurately.
Finally, review all provided information for accuracy. Sign and date the form at the bottom before submitting it via mail or fax to NBS.

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