Select the option below which best describes your situation:
You have selected a DISTRIBUTION transaction. IRS regulations allow for any individual who is 59 1/2 years of age and/or separated from service to withdraw funds from their 403(b) plan as a DISTRIBUTION.
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You have selected a DISTRIBUTION transaction. IRS regulations allow for any individual who is 59 1/2 years of age and/or separated from service to withdraw funds from their 403(b) plan as a DISTRIBUTION.
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You have selected a HARDSHIP transaction. A hardship distribution is a distribution of funds from your 403(b) account due to an immediate and heavy financial need. Six circumstances are deemed by the IRS to constitute an immediate and heavy financial need:
- Medical expenses for the employee or his/her spouse or dependents
- Costs for the purchase of a principal residence
- Tuition and related educational expenses for the employee or his/her spouse or dependents
- Payments necessary to prevent eviction from or foreclosure on a primary residence
- Burial or funeral expenses for the employee’s parent, spouse, or dependents
- Repair of damage to the employee’s principal residence
Proof of one or more of the above circumstances must be provided before a hardsip can be approved.
To determine if your organization's plan permits HARDSHIP transactions, please click here.
You have selected a LOAN transaction. Please ensure you have spoken with your Service Provider before proceeding to ensure that you are eligible for a loan and agree to the terms of repayment.
To determine if your organization's plan permits LOAN transactions, please click here.
You have selected a DISABILITY transaction. Early 403(b) withdrawals are sometimes permissible in the event that you become permanently disabled.
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You have selected a SERVICE CREDIT transaction. A SERVICE CREDIT transaction is a transfer of funds from a 403(b) account to purchase service credit in a tax-qualified defined benefit governmental plan.
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You have selected a DISTRIBUTION transaction. IRS regulations allow for any individual who is 59 1/2 years of age and/or separated from service to withdraw funds from their 403(b) plan as a DISTRIBUTION.
Click here to proceed.
You have selected a DISTRIBUTION transaction. IRS regulations allow for any individual who is 59 1/2 years of age and/or separated from service to withdraw funds from their 403(b) plan as a DISTRIBUTION.
Click here to proceed.
You have selected a DISTRIBUTION transaction. IRS regulations allow for any individual who is 59 1/2 years of age and/or separated from service to withdraw funds from their 403(b) plan as a DISTRIBUTION.
Click here to proceed.
You have selected an EXCHANGE transaction. An EXCHANGE is defined the transfer of your 403(b) assets from one 403(b) Service Provider to another of your employer’s participating 403(b) Service Providers.
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You have selected an EXCHANGE transaction. An EXCHANGE is defined the transfer of your 403(b) assets from one 403(b) Service Provider to another of your employer’s participating 403(b) Service Providers.
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You have selected a ROLLOVER transaction. A ROLLOVER is defined as moving funds from another form of tax sheltered retirement savings account, such as a 401(k) or IRA, into your 403(b) plan your with one of your employer's participating 403(b) Service Providers.Please note that the acceptance of Rollover funds into a 403(b) Plan is an option item under an employer’s plan. Please call our Service team at (866) 446-1072 to verify if your employer allows this transaction.
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You have selected a TRANSFER transaction. A TRANSFER is defined as the moving of your 403(b) assets from a plan under a former employer to that of your current employer. Please note that acceptance of a transfer in or out of a 403(b) is an optional item under an employer’s plan. The ability to submit a transfer request does not guarantee approval. You will be notified if this transaction is not allowed by your previous or current employer’s plan.
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You have selected a QDRO transaction. Please mail or fax us your signed Qualified Domestic Relations Order (QDRO) for review and approval and click the link below to fill out the QDRO Request Form.
Address:
- Tax Deferred Solutions
- 6939 Sunrise Blvd, Suite 250
- Citrus Heights, CA 95610
- Fax: (916) 221-5040
- Attn: Service Provider Team
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You have selected a DEATH CLAIM transaction. Please be aware that a Death Certificate will be required in order to process this transaction. If you have not send a certified copy or the original Death Certificate to the service provider company, please send it by mail to:
- Tax Deferred Solutions
- 6939 Sunrise Blvd, Suite 250
- Citrus Heights, CA 95610
- Fax: (916) 221-5040
- Attn: Service Provider Team
Faxes and email copies of Death Certificate will not be accepted.
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You have selected a RMD transaction. The IRS requires participants to make minimum withdrawals each year once they turn age 70 ½ to avoid penalties. Once approved, please hold on to your certificate as it will not expire and can be used for future Required Minimum Distributions without the need to complete the form each year.
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