For Advisors
Transaction Forms & Secure Form Upload
403(b) Contract Exchange Form - Fillable
Use this form to transfer funds from one provider in the plan to another provider in the same plan
403(b) Distribution Request Form - Fillable
Use this form when there is a distributable event (i.e. Severance of Employment, Attainment of Age 59.5, Death, RMD)
403(b) Loan Request Form - Fillable
Use this form to request a loan from an annuity
403(b) Hardship Withdrawal Form - Fillable
Use this form to request a withdrawal based on an unforeseen financial hardship - IRS requirements
403(b) Plan to Plan Transfer Form - Fillable
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
403(b) Rollover Request From - Fillable
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).
*** DUE TO CONFUSION THE SRA FORMS HAVE BEEN UPDATES - ONLY DEDUCTIONS LISTED ON THE FORMS WILL BE ADJUSTED - ANY DEDUCTIONS NOT LISTED WILL REMAIN UNCHANGED**
403(b) Salary Reduction Agreement (SRA) Form - FILLABLE
Use this form to request a reduction to a participant's salary to be deposited into their 403(b) Account/s.
457(b) Salary Reduction Agreement (SRA) Form - FILLABLE
Use this form to request a reduction to a participant's salary to be deposited into their 457(b) Account/s.
401(a) Salary Reduction Agreement (SRA) Form - FILLABLE
Use this form to request a reduction to a participant's salary to be deposited into their 401(a) Account/s.
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.