403(b) Forms & Form Upload
Use this document to find answers to commonly asked questions.
Use this form to transfer funds from one provider in the plan to another provider in the same plan
Use this form when there is a distributable event (i.e. Severance of Employment, Attainment of Age 59.5, Death, RMD)
Use this form to request a loan from an annuity
Use this form to request a withdrawal based on an unforeseen financial hardship - IRS requirements
Use this form to request a transfer of funds to a state retirement plan to purchase permissive service credits or when consolidating 403b plans with another employer
Use this form to request a transfer of funds from a former employer to a current employer or for moving the funds to an IRA, TRS (Teacher's Retirement System).
Use this form to request a reduction to a participant's salary to be deposited into their 403(b) Account/s.
Use this form to request a reduction to a participant's salary to be deposited into their 403(b) Account/s. SPECIFIC TO SOUTHSIDE ISD
Use this form, along with the SRA form for new SRAs
Use this form, along with the SRA form and Disclosure Statement, for new SRAs that are MUTUAL FUNDS ONLY.
Submit a Transaction Request
Please submit your transaction forms securely using the form below. Any transactions will be submitted directly to our distributions specialist for processing. The form is secure and encrypted.
Large or multiple files may take a few minutes to upload depending on your internet connection. Please be patient. Your page will be redirected upon success or error.