SRA FAQs

Use this document to find answers to commonly asked questions.

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403(b) Contract Exchange Form

Use this form to transfer funds from one provider in the plan to another provider in the same plan

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403(b) Distribution Request Form

Use this form when there is a distributable event (i.e. Severance of Employment, Attainment of Age 59.5, Death, RMD)

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403(b) Loan Request Form

Use this form to request a loan from an annuity

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403(b) Hardship Withdrawal Form

Use this form to request a withdrawal based on an unforeseen financial hardship - IRS requirements adn substantiating documentation required)

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403(b) Plan to Plan Transfer Form

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

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403(b) Rollover Request From

Use this form to request a transfer of funds from a former employer to a current employer or for moving the funds to to an IRA, TRS (Teacher's Retirement System).

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403(b) Salary Reduction Agreement Form

Use this form to request a reduction to a participant's salary to be deposited into their 403(b) Account/s.

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403(b) Disclosure Statement

Use this form, along with the SRA form, for new SRAs, increases, decreases and stops.

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403(b) Uniform Disclosure Notice

Use this form, along with the SRA form and Disclosure Statement, for new SRAs only.

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