Participant Forms
Participant Forms
This form authorizes your employer to deduct Plan contributions from your paycheck. It should be used if you are a new participant or to increase, decrease, or stop your contributions if you are an existing participant.
403(b) Hardship Distribution Authorization
If allowed in your Plan, this form must be submitted along with your vendor's paperwork to request a hardship distribution. Hardship distributions are made on account of an immediate and heavy financial need, if deemed as an eligible expense.
457(b) Unforeseeable Emergency Authorization
If allowed in your Plan, this form must be submitted along with your vendor's paperwork to request an unforeseeable emergency distribution. Unforeseeable emergency distributions are made on account of an illness or accident, loss of property due to casualty, or other extraordinary and unforeseeable circumstances.
403(b) Plan Distribution or Rollover Authorization
This form can be used to request a distribution or rollover from your 403(b) Plan. Distributions and rollovers from a 403(b) Plan are generally only allowed upon attainment of age 59 ½ or severance from employment. For information on distributable events, please contact us for assistance.
457(b) Plan Distribution or Rollover Authorization
Distributions and rollovers from a 457(b) Plan are generally only allowed upon attainment of age 70 or severance from employment. For information on other eligible events, please contact us for assistance.
Plan-to-Plan Transfer/Exchange/Service Credit Authorization
If allowed by your Plan, this form can be submitted to approve a transfer from your former employer’s Plan to your current employer’s Plan. This form can also be used to approve an exchange between approved vendors within your current employer’s Plan, or to approve a purchase of service credit from your state's Teacher's Retirement System.
If allowed in your Plan, this form must be submitted along with your vendor's paperwork to request a loan.